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)
Callan Capital
2651
Callan Capital
California
$492M +$46M +10% 14.3% 20.1% 83 3.61% 3
Alaska Wealth Advisors
2652
Alaska Wealth Advisors
Alaska
$490M +$36.7M +8% 9.8% 47.3% 58 20.69% 1.4
Cooper Financial Group
2653
Cooper Financial Group
California
$490M +$144M +42% 11.8% 87.2% 307 36.81% 0.8
Kettle Hill Capital Management
2654
Kettle Hill Capital Management
New York
$490M +$67.7M +16% 30.9% 37.4% 66 69.7% 0.3
Natural Investments
2655
Natural Investments
California
$490M +$180M +58% 22.1% – 4 75% 0.3
Advisory Alpha
2656
Advisory Alpha
Michigan
$489M +$23.9M +5% 14.9% 55.1% 733 87.31% 1.4
IR
2657
IAT Reinsurance
New York
$489M +$84M +21% 28.7% 60.2% 94 18.09% 3.7
Main Street Financial Solutions
2658
Main Street Financial Solutions
Pennsylvania
$489M – – 12.9% 75.4% 377 – 0
EFG Asset Management (Americas)
2659
EFG Asset Management (Americas)
Florida
$489M +$44M +10% 13.7% 112% 145 8.97% 2.1
Rockbridge Investment Management
2660
Rockbridge Investment Management
New York
$489M +$66.9M +16% 11% 43% 725 12.28% 0.4
Vitruvian Partners
2661
Vitruvian Partners
United Kingdom
$489M -$10.6M -2% 151% 122% 2 0% 2
Sio Capital Management
2662
Sio Capital Management
New York
$489M -$16.5M -3% 66.4% 564% 114 43.86% 0.6
Summit Partners
2663
Summit Partners
Massachusetts
$488M +$138M +39% 34% 23.2% 6 16.67% 4.4
LaFleur & Godfrey
2664
LaFleur & Godfrey
Michigan
$488M +$45.3M +10% 14.7% 98.2% 99 13.13% 3.6
North Growth Management
2665
North Growth Management
British Columbia, Canada
$488M +$33.9M +7% 22.6% 243% 48 4.17% 2.2
Myriad Asset Management
2666
Myriad Asset Management
Hong Kong
$488M +$28.1M +6% 44.1% 149% 113 73.45% 0.2
HCM
2667
Harspring Capital Management
New York
$488M +$128M +36% 35.3% 80.2% 36 30.56% 0.4
RI
2668
RPTC Inc
Wyoming
$488M +$121M +33% 34.4% 66.4% 7 42.86% 2.7
Hahn Capital Management
2669
Hahn Capital Management
California
$488M +$96.9M +25% 28.9% 71.7% 34 5.88% 5.2
Proffitt & Goodson
2670
Proffitt & Goodson
Tennessee
$488M +$16.9M +4% 10.2% 54% 286 14.34% 2.1
Orgel Wealth Management
2671
Orgel Wealth Management
Wisconsin
$487M +$129M +36% 11.2% 39.6% 55 14.55% 2.1
Vida Ventures Advisors
2672
Vida Ventures Advisors
Massachusetts
$487M +$328M +205% 31.5% 154% 8 37.5% 0.2
PAM
2673
Premier Asset Management
Illinois
$487M +$94.9M +24% 16.3% 104% 195 31.79% 1.5
Force Hill Capital Management
2674
Force Hill Capital Management
New York
$486M – – 29.9% 46.3% 36 – 0
KCM
2675
Karp Capital Management
California
$486M +$77M +19% 10.9% 21.3% 123 32.52% 1.6