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)
Denali Advisors
2501
Denali Advisors
California
$885M -$75M -8% 9.59% 106% 333 24.32% 1.5
Covenant Asset Management
2502
Covenant Asset Management
New Jersey
$885M +$208M +31% 10.8% 177% 169 6.51% 4.2
8KM
2503
8 Knots Management
Texas
$884M +$186M +27% 2.57% – 27 70.37% 0.4
JWBC
2504
J.W. Burns & Co
New York
$884M +$59.8M +7% 8.18% 95.4% 189 5.29% 7.6
Sheets Smith Wealth Management
2505
Sheets Smith Wealth Management
North Carolina
$884M +$28.8M +3% 7.25% 83.4% 431 15.78% 4.9
Algebris (UK)
2506
Algebris (UK)
United Kingdom
$883M +$249M +39% 2.38% 24.5% 74 52.7% 0.5
McGuire Investment Group
2507
McGuire Investment Group
Rhode Island
$883M +$100M +13% 15.4% 202% 124 12.9% 4.1
RIM
2508
Rovida Investment Management
Cayman Islands
$882M +$342M +63% 54.6% – 20 35% 0.5
DiNuzzo Private Wealth
2509
DiNuzzo Private Wealth
Pennsylvania
$882M +$39.5M +5% 5.01% 42.7% 1,403 5.13% 1.6
WealthShield Partners
2510
WealthShield Partners
North Carolina
$882M +$54.6M +7% 7.06% 71% 579 6.39% 2.8
Tamar Securities
2511
Tamar Securities
California
$880M +$55.1M +7% 10.2% 84.8% 95 11.58% 2.6
LVZ Inc
2512
LVZ Inc
Michigan
$880M +$45.7M +5% 5.87% 52.9% 166 7.83% 3.1
INVST
2513
INVST
Indiana
$880M +$77M +10% 8.14% 78.5% 321 11.84% 1.9
Columbus Macro
2514
Columbus Macro
Pennsylvania
$879M +$61.4M +8% 4.71% 48.7% 221 11.76% 3.1
Cahill Financial Advisors
2515
Cahill Financial Advisors
Minnesota
$878M +$72.7M +9% 6.63% 55.9% 293 8.53% 4.6
State of Wyoming
2516
State of Wyoming
Wyoming
$877M +$58.9M +7% 15% 135% 2,117 27.78% 1.4
Gryphon Financial Partners
2517
Gryphon Financial Partners
Ohio
$877M +$111M +15% 10.3% 93.7% 337 13.95% 2.9
Westerkirk Capital
2518
Westerkirk Capital
$875M +$64M +8% 8.1% – 251 12.35% 0.2
Romano Brothers & Co
2519
Romano Brothers & Co
Illinois
$875M +$66.1M +8% 8.65% 110% 321 4.67% 2.5
Evermay Wealth Management
2520
Evermay Wealth Management
Virginia
$874M +$62M +8% 6.26% 56.2% 577 3.81% 4.2
Avalon Global Asset Management
2521
Avalon Global Asset Management
California
$874M +$31.3M +4% 7.89% 278% 53 37.74% 3.2
Freedom Together Foundation
2522
Freedom Together Foundation
New York
$874M +$57M +7% 7% – 2 0% 0.8
BlueStem Wealth Partners
2523
BlueStem Wealth Partners
Minnesota
$873M +$59.5M +7% 6.37% – 130 13.08% 0.6
Baldwin Investment Management
2524
Baldwin Investment Management
Pennsylvania
$873M +$45M +5% 6.03% 74.8% 215 6.51% 5.7
Cascade Financial Partners
2525
Cascade Financial Partners
California
$872M +$40.4M +5% 5.78% – 271 8.12% 1.3