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)
Siena Capital Partners
2701
Siena Capital Partners
Illinois
$337M +$8.6M +3% 1.04% 44.2% 136 14.71% 0.6
Kora Management
2702
Kora Management
New York
$337M +$110M +49% 25.5% 307% 8 25% 2
MAA
2703
Mraz Amerine & Associates
California
$336M +$14.5M +5% 5.71% 69.8% 173 11.56% 3.7
South Street Advisors
2704
South Street Advisors
New York
$336M +$6.11M +2% 4.7% 169% 69 10.14% 3.1
Analyst IMS Investment Management Services
2705
Analyst IMS Investment Management Services
Israel
$335M +$10.5M +3% 3.02% 99.4% 103 13.59% 3.1
Greatmark Investment Partners
2706
Greatmark Investment Partners
Georgia
$335M +$17.9M +6% 3.84% 62% 132 10.61% 3.8
McAdam LLC
2707
McAdam LLC
Pennsylvania
$335M +$33.3M +11% 2.67% 65.4% 79 15.19% 1.6
HA
2708
Harbor Advisors
Florida
$335M +$24.3M +8% 7.97% 125% 170 8.24% 1.9
Lenox Wealth Management
2709
Lenox Wealth Management
Ohio
$335M +$13.8M +4% 4.41% 24.7% 764 15.05% 1.8
KWMG
2710
King Wealth Management Group
Florida
$334M +$14.9M +5% 4.15% 86% 142 9.15% 3.3
Martin & Co
2711
Martin & Co
Tennessee
$334M +$2.75M +0.8% 4.73% 67.8% 117 1.71% 4.7
ARMC
2712
American Research & Management Company
Massachusetts
$334M -$16.3M -5% 1.63% 35.1% 385 12.47% 4
Index Venture Growth Associates II
2713
Index Venture Growth Associates II
Jersey
$334M +$254M +317% 1.09% – 3 33.33% 0.3
Opus Capital Group
2714
Opus Capital Group
Ohio
$334M -$41.2M -11% 2.75% 49.7% 235 37.87% 2.7
Wilkins Investment Counsel
2715
Wilkins Investment Counsel
Massachusetts
$333M +$2.21M +0.7% 1.2% 56.2% 75 4% 5.1
Cubic Asset Management
2716
Cubic Asset Management
Massachusetts
$333M -$4.86M -1% 3.58% 40.5% 180 9.44% 3.7
Vestar Capital Partners
2717
Vestar Capital Partners
New York
$333M +$144K +0% 5.34% – 1 0% 2.8
Buckhead Capital Management
2718
Buckhead Capital Management
Georgia
$333M +$12M +4% 4.98% 67.6% 92 11.96% 4.7
Wealth Architects
2719
Wealth Architects
California
$332M +$11.2M +4% 3.4% 80.1% 143 13.29% 3.2
13D Management
2720
13D Management
New York
$332M -$5.83M -2% 0.8% 157% 31 22.58% 1.4
Lyell Wealth Management
2721
Lyell Wealth Management
California
$332M +$32.2M +11% 5.07% 128% 126 7.94% 1.7
American Economic Planning Group
2722
American Economic Planning Group
New Jersey
$332M +$11.3M +4% 2.55% 25.9% 90 5.56% 2.3
G.F.W. Energy X
2723
G.F.W. Energy X
Texas
$331M -$139M -29% 27.6% 71.3% 4 0% 1.3
Leith Wheeler Investment Counsel
2724
Leith Wheeler Investment Counsel
British Columbia, Canada
$331M +$8.37M +3% 4.64% 52.3% 31 12.9% 1.7
Pegasus Partners
2725
Pegasus Partners
Wisconsin
$331M -$11.8M -3% 3.36% 32.6% 184 33.7% 1.6