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)
SFSIG
2676
San Francisco Sentry Investment Group
California
$281M +$99M +54% 2.51% 436% 768 71.48% 0.6
Bank OZK
2677
Bank OZK
Arkansas
$280M -$28.7M -9% 3.15% 112% 138 8.7% 2.8
AC
2678
Asturias Capital
New York
$280M +$41M +17% 6.94% 94.2% 20 60% 0.3
Pelham Capital
2679
Pelham Capital
United Kingdom
$280M +$109M +64% 26.1% 135% 2 50% 0.8
SCC
2680
Second Curve Capital
Pennsylvania
$279M +$7.07M +3% 12.1% 160% 27 7.41% 2.2
Advocacy Wealth Management Services
2681
Advocacy Wealth Management Services
Georgia
$279M -$7.78M -3% 1.21% 48.3% 360 21.39% 1.6
Tiptree Advisors
2682
Tiptree Advisors
New York
$279M -$22.2M -7% 3.74% – 53 52.83% 0.5
Azzad Asset Management
2683
Azzad Asset Management
Virginia
$279M +$13.5M +5% 4.35% 101% 322 31.37% 1.9
Valley National Advisers
2684
Valley National Advisers
Pennsylvania
$278M +$15.6M +6% 2.53% 79% 685 6.86% 1.9
Financial Planning & Information Services
2685
Financial Planning & Information Services
Wisconsin
$278M +$6.42M +2% 1.66% 13% 36 0% 3
Montecito Bank & Trust
2686
Montecito Bank & Trust
California
$278M +$4.23M +2% 2.86% – 203 23.15% 2.2
Rampart Investment Management
2687
Rampart Investment Management
Connecticut
$278M -$1.26M -0.5% 3.22% 74% 530 6.79% 0.3
Delphi Financial Group
2688
Delphi Financial Group
Delaware
$278M -$22.1M -7% 2.81% 66.3% 25 28% 1.8
Contravisory Investment Management
2689
Contravisory Investment Management
Massachusetts
$278M -$6.1M -2% 3.07% 135% 305 61.31% 0.8
Permanens Capital
2690
Permanens Capital
New York
$278M +$9.46M +4% 2.24% 76.9% 11 0% 1.7
Truvvo Partners
2691
Truvvo Partners
New York
$277M +$53.4M +24% 4.46% 21.1% 129 13.95% 1
Penserra Capital Management
2692
Penserra Capital Management
California
$276M -$690M -71% 15.3% 209% 621 29.15% 1.1
RTS
2693
Round Table Services
New Jersey
$275M -$2.64M -0.9% 1.17% 16.1% 128 23.44% 1.5
Palouse Capital Management
2694
Palouse Capital Management
Washington
$275M +$11.7M +4% 1.49% 67.8% 104 11.54% 1.5
Morgan Dempsey Capital Management
2695
Morgan Dempsey Capital Management
Wisconsin
$275M +$9.7M +4% 1.88% 52.1% 175 18.86% 3
FRG Family Wealth Advisors
2696
FRG Family Wealth Advisors
Washington
$275M +$15.2M +6% 3.7% 76.4% 137 5.84% 1.3
Koshinski Asset Management
2697
Koshinski Asset Management
Illinois
$274M +$18.9M +7% 2.15% 76.5% 374 22.99% 1.3
Trust Asset Management
2698
Trust Asset Management
Texas
$274M +$14.7M +6% 0.31% 91.1% 67 23.88% 1.6
Orgel Wealth Management
2699
Orgel Wealth Management
Wisconsin
$274M +$46.2M +20% 2.65% 39.6% 31 22.58% 0.7
CRIM
2700
Castle Ridge Investment Management
Connecticut
$274M +$20M +8% 5.93% – 44 59.09% 0.4