We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
P.J. Schmidt Investment Management (PJS)
2501
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245M -$10.9M -4% 1% 65.9% 156 13.46% 1
Carlson Capital Management
2502
Carlson Capital Management
Minnesota
$244M +$617K +0.3% 1.53% 9.85% 57 14.04% 1.1
Pivot Point Capital Partners
2503
Pivot Point Capital Partners
California
$244M -$4.14M -2% 4.22% 30.3% 10 20% 1
Van Cleef Asset Management
2504
Van Cleef Asset Management
Ohio
$244M +$5.39M +2% 0.13% 104% 101 3.96% 1.1
Roanoke Asset Management
2505
Roanoke Asset Management
New Jersey
$244M -$17.2M -7% 2.3% 50.3% 121 7.44% 0.9
BRR OpCo
2506
BRR OpCo
Ohio
$244M +$4.66M +2% 2.94% 23.6% 115 14.78% 1
Checchi Capital Advisers
2507
Checchi Capital Advisers
California
$244M +$24.3M +11% 1.3% 68% 294 16.67% 0.5
Gunma Bank
2508
Gunma Bank
Japan
$243M -$1.88M -0.8% 0.71% 24.5% 13 0% 1.3
Baldwin Investment Management
2509
Baldwin Investment Management
Pennsylvania
$243M +$11.9M +5% 5.1% 74.8% 135 2.22% 1.2
PL Capital Advisors
2510
PL Capital Advisors
Florida
$243M +$5.82M +2% 2.22% 100% 49 20.41% 1
CAM
2511
CG Asset Management
New York
$243M +$6.6M +3% 3.04% 62.7% 144 19.44% 0.6
VC
2512
V2 Capital
Illinois
$243M -$8.43M -3% 1.3% – 39 15.38% 0.7
Buckingham Strategic Wealth
2513
Buckingham Strategic Wealth
Missouri
$243M +$13.4M +6% 1.22% 16.3% 197 17.26% 0.9
Deccan Value Investors
2514
Deccan Value Investors
Connecticut
$243M -$121M -33% 5.43% 66.5% 7 28.57% 1.2
SCA
2515
Signpost Capital Advisors
New York
$242M -$21.2M -8% 3.09% 24.7% 19 47.37% 0.5
Goldstein Munger & Associates
2516
Goldstein Munger & Associates
California
$242M -$4.79M -2% 1.24% 11.9% 30 3.33% 1
Xponance
2517
Xponance
Pennsylvania
$242M +$7.27M +3% 3.32% 144% 69 33.33% 0.5
SOL Capital Management
2518
SOL Capital Management
Maryland
$241M -$8.85M -4% 0.52% 56.6% 191 6.81% 1.1
GCM
2519
Grandmaster Capital Management
California
$241M -$7.59M -3% 0.08% – 25 56% 0.6
LCP
2520
Longhorn Capital Partners
Texas
$241M -$4.34M -2% 0.43% 30.2% 11 0% 1.2
GGPS
2521
Gary Goldberg Planning Services
New York
$240M +$13.1M +6% 0.4% – 494 19.43% 0.8
GA
2522
GFS Advisors
Texas
$240M -$5.19M -2% 0.27% 97.9% 111 10.81% 1
CIA
2523
CSat Investment Advisory
Michigan
$239M +$38.5M +19% 4.24% 87.4% 26 23.08% 0.6
ParenteBeard Wealth Management
2524
ParenteBeard Wealth Management
Pennsylvania
$239M +$11.4M +5% 2.1% – 125 20.8% 0.9
Argus Investors Counsel
2525
Argus Investors Counsel
New York
$239M -$389K -0.2% 1.73% 132% 52 1.92% 1.2