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)
Harvey Partners
2751
Harvey Partners
New York
$455M +$49.2M +12% 17.4% 174% 38 21.05% 1.9
Well Done LLC
2752
Well Done LLC
Michigan
$455M -$45.6M -9% 13.5% 80.4% 203 20.2% 3
Procyon Advisors
2753
Procyon Advisors
Connecticut
$455M -$30.9M -6% 13% 92.3% 366 20.49% 1.6
TenCore Partners
2754
TenCore Partners
New York
$454M -$148M -25% 27.5% 50.4% 14 7.14% 1.6
Biondo Investment Advisors
2755
Biondo Investment Advisors
Pennsylvania
$454M -$113M -20% 17.8% 83.4% 80 6.25% 4.7
Destiny Wealth Partners
2756
Destiny Wealth Partners
Florida
$454M -$60M -12% 11.2% 63.7% 668 27.54% 0.7
Capital Advantage
2757
Capital Advantage
California
$454M +$18.9M +4% 8.91% 49.2% 46 13.04% 4.1
ECP ControlCo
2758
ECP ControlCo
New Jersey
$454M -$134M -23% 24% 42.5% 8 12.5% 1
Capricorn Investment Group
2759
Capricorn Investment Group
California
$453M -$400M -47% 36% 95.9% 14 7.14% 0.4
Oslo Pensjonsforsikring
2760
Oslo Pensjonsforsikring
$453M -$55.8M -11% 11.7% 79% 16 6.25% 3.7
Crewe Advisors
2761
Crewe Advisors
Utah
$453M -$59.7M -12% 16.4% 96.1% 1,172 57.59% 0.8
TrinityPoint Wealth
2762
TrinityPoint Wealth
Connecticut
$453M -$100M -18% 14.1% 28.4% 322 18.32% 2.1
Kohmann Bosshard Financial Services
2763
Kohmann Bosshard Financial Services
Ohio
$452M -$57.2M -11% 12.4% 42.8% 153 21.57% 2.9
Austin Private Wealth
2764
Austin Private Wealth
Texas
$452M -$48.9M -10% 14.4% 62.3% 175 31.43% 1.5
Amarillo National Bank
2765
Amarillo National Bank
Texas
$452M -$64.8M -13% 13.5% 63.5% 111 10.81% 4.8
BlueSky Wealth Advisors
2766
BlueSky Wealth Advisors
North Carolina
$451M -$64.2M -12% 11.4% 42.9% 69 11.59% 3.4
Searchlight Capital Partners
2767
Searchlight Capital Partners
New York
$450M -$10.5M -2% 3.26% 38.5% 7 0% 3.1
KLCM Advisors
2768
KLCM Advisors
Wisconsin
$449M -$23M -5% 11.4% 122% 128 17.97% 4.1
HeadInvest LLC
2769
HeadInvest LLC
Maine
$449M -$73.9M -14% 11.3% 59.1% 229 5.68% 4.5
Aviance Capital Partners
2770
Aviance Capital Partners
Florida
$449M -$95.4M -18% 13.9% 98.2% 280 16.43% 4.2
Strategic Wealth Partners Group
2771
Strategic Wealth Partners Group
Illinois
$449M -$76M -14% 16.3% – 55 3.64% 3.4
Certified Advisory Corp
2772
Certified Advisory Corp
Florida
$449M -$22.1M -5% 12.4% 58.2% 261 14.18% 3.1
Arcadia Investment Management
2773
Arcadia Investment Management
Michigan
$448M -$80.8M -15% 14.1% 83.5% 302 9.27% 4.4
Peavine Capital
2774
Peavine Capital
Nevada
$448M -$64.4M -13% 9.32% 30.8% 16 31.25% 3.9
B. Riley Financial
2775
B. Riley Financial
California
$448M -$131M -23% 27.6% 682% 77 48.05% 0.5