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)
Parkside Investments
2676
Parkside Investments
Illinois
$823M +$29M +4% 2.11% 70.4% 106 17.92% 4.2
Volterra Technologies
2677
Volterra Technologies
New York
$823M -$167M -17% 0.36% – 494 73.28% 0.2
Jamison Private Wealth Management
2678
Jamison Private Wealth Management
Georgia
$822M -$824K -0.1% 1.74% 130% 224 10.27% 2.1
Arista Wealth Management
2679
Arista Wealth Management
Nevada
$822M +$8.32M +1% 1.53% 67% 292 28.42% 0.9
Cadian Capital Management
2680
Cadian Capital Management
New York
$821M -$563M -41% 23.2% 19.5% 31 41.94% 1.1
Alley Investment Management Company
2681
Alley Investment Management Company
Illinois
$821M -$33.4M -4% 0.91% 54.6% 91 7.69% 3.3
Avenir Corporation
2682
Avenir Corporation
Virginia
$820M -$101M -11% 8.27% 34.4% 76 11.84% 6.4
DUMAC Inc
2683
DUMAC Inc
North Carolina
$820M +$169M +26% 3.25% – 11 18.18% 1.9
Oak Root LLC
2684
Oak Root LLC
California
$820M -$7.22M -0.9% 0.11% 75.4% 11 9.09% 2.3
MayTech Global Investments
2685
MayTech Global Investments
New York
$820M -$168M -17% 8.74% 158% 28 21.43% 5.1
BSW Wealth Partners
2686
BSW Wealth Partners
Colorado
$819M -$13.9M -2% 0.62% 75.4% 348 17.82% 3.9
Nelson Capital Management
2687
Nelson Capital Management
California
$819M -$35.4M -4% 3.39% 121% 110 4.55% 6.2
Arvin Capital Management
2688
Arvin Capital Management
Texas
$819M +$288M +54% 4.89% – 70 71.43% 0.4
SJS Investment Consulting
2689
SJS Investment Consulting
Ohio
$819M +$28.3M +4% 0.75% 69.4% 2,597 24.3% 2
Bay Colony Advisors
2690
Bay Colony Advisors
Massachusetts
$818M -$15.9M -2% 0.05% 91.8% 544 18.38% 3.1
Brio Consultants
2691
Brio Consultants
California
$818M +$48.5M +6% 1.4% 42.7% 158 11.39% 3
Capital Investment Counsel Inc
2692
Capital Investment Counsel Inc
North Carolina
$816M -$34.3M -4% 0.93% 174% 273 13.19% 5.2
Kera Capital Partners
2693
Kera Capital Partners
California
$815M +$3.98M +0.5% 1.64% – 617 17.99% 0.6
Stanley-Laman Group
2694
Stanley-Laman Group
Pennsylvania
$814M +$27.5M +3% 8.64% 114% 337 22.26% 2.2
Victory Financial Group
2695
Victory Financial Group
Texas
$814M +$18.8M +2% 1.29% – 378 24.07% 0.9
RTD Financial Advisors
2696
RTD Financial Advisors
Pennsylvania
$814M -$5.81M -0.7% 1.01% 51.5% 118 7.63% 3.3
Advisory Research
2697
Advisory Research
Illinois
$813M +$17.8M +2% 3.63% 144% 156 20.51% 3.7
TFC Financial Management
2698
TFC Financial Management
Massachusetts
$812M +$14.3M +2% 0.75% 66.9% 1,070 16.73% 2.8
UAG
2699
United Advisor Group
Ohio
$811M +$9.11M +1% 1.14% 88% 545 17.61% 1.2
PS
2700
Portfolio Strategies
New York
$811M -$52.6M -6% 5.87% 120% 77 24.68% 2.7