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)
Institute for Wealth Management
2676
Institute for Wealth Management
Colorado
$476M +$30M +7% 9.49% 137% 479 11.48% 3.2
Pelham Capital
2677
Pelham Capital
United Kingdom
$476M +$45.1M +10% 12.3% 135% 11 27.27% 1.6
PM Capital
2678
PM Capital
Australia
$475M +$97.3M +26% 25.8% 105% 11 9.09% 6.2
Vitruvian Partners
2679
Vitruvian Partners
United Kingdom
$475M -$85.4M -15% 12.1% 96.9% 9 0% 1.6
CANC
2680
Culbertson A N & Co
Virginia
$475M +$43.9M +10% 11.9% 87.5% 119 2.52% 6.7
Taikang Asset Management (HK)
2681
Taikang Asset Management (HK)
Hong Kong
$474M -$12M -2% 3.73% 172% 68 14.71% 3.1
Stillwater Capital Advisors
2682
Stillwater Capital Advisors
Pennsylvania
$474M +$35.7M +8% 10.6% 121% 73 16.44% 5.1
Avitas Wealth Management
2683
Avitas Wealth Management
California
$474M +$37.2M +9% 8.11% 56.2% 208 25% 2
HoldCo Asset Management
2684
HoldCo Asset Management
Florida
$473M +$148M +45% 18.5% – 22 9.09% 1.7
Wolf Hill Capital Management
2685
Wolf Hill Capital Management
Connecticut
$473M -$14.4M -3% 22% 384% 24 54.17% 0.6
AA
2686
Ancient Art
Texas
$473M -$63.7M -12% 2.87% 168% 23 17.39% 1.9
Personal CFO Solutions
2687
Personal CFO Solutions
New Jersey
$472M +$74.3M +19% 9.88% 91.4% 505 27.33% 1.5
Blueprint Investment Partners
2688
Blueprint Investment Partners
North Carolina
$472M +$106M +29% 7.51% 91.9% 260 51.54% 0.7
Inspirion Wealth Advisors
2689
Inspirion Wealth Advisors
Illinois
$472M +$28.6M +6% 10.6% 52.5% 130 10.77% 3.5
Carrhae Capital
2690
Carrhae Capital
United Kingdom
$472M +$334M +243% 16.2% 182% 27 55.56% 0.4
New England Private Wealth Advisors
2691
New England Private Wealth Advisors
Massachusetts
$472M +$45.4M +11% 8.93% 55.8% 106 13.21% 4.5
Financial Planning & Information Services
2692
Financial Planning & Information Services
Wisconsin
$472M +$58.8M +14% 7.62% 13% 86 17.44% 4.5
Arosa Capital Management
2693
Arosa Capital Management
Florida
$472M +$4.17M +0.9% 9.37% 536% 79 59.49% 0.3
FAG
2694
Financial Advisory Group
Texas
$471M +$27.5M +6% 6.02% 20.6% 96 14.58% 4.8
Strategic Wealth Partners Group
2695
Strategic Wealth Partners Group
Illinois
$471M +$41.5M +10% 7.65% – 52 5.77% 4.1
XTX Topco
2696
XTX Topco
Cayman Islands
$471M +$67.3M +17% 3.74% 87.3% 1,633 69.26% 0.2
Dividend Assets Capital
2697
Dividend Assets Capital
South Carolina
$471M +$35.1M +8% 10.1% 67.4% 587 10.05% 2.9
Acorn Financial Advisory Services
2698
Acorn Financial Advisory Services
Virginia
$471M +$51.8M +12% 6.91% 96.9% 227 9.69% 2.1
OLP Capital Management
2699
OLP Capital Management
Hong Kong
$471M +$70.5M +18% 28.7% 146% 4 25% 1.1
CFO4Life
2700
CFO4Life
Texas
$471M – – 6.53% – 176 – 1.6