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)
Ascent Wealth Partners
2801
Ascent Wealth Partners
New York
$450M +$58.5M +15% 14.6% 105% 118 7.63% 4
Exchange Capital Management
2802
Exchange Capital Management
Michigan
$449M +$53.7M +14% 13.2% 57.8% 164 10.37% 3.5
GTC
2803
Ghost Tree Capital
New York
$449M +$103M +30% 71.9% 265% 61 52.46% 0.7
Clearline Capital
2804
Clearline Capital
New York
$448M +$66.9M +18% 33.7% 57.4% 111 63.06% 0.5
Cypress Wealth Services
2805
Cypress Wealth Services
California
$448M +$57.5M +15% 11.6% 82.7% 552 99.82% 0
NTCM
2806
Nut Tree Capital Management
New York
$448M +$118M +36% 47.7% 101% 14 28.57% 1.4
MM
2807
Marino Management
Connecticut
$448M – – 0.7% – 2 – 0
StrategIQ Financial Group
2808
StrategIQ Financial Group
Indiana
$447M +$47.9M +12% 10.7% 12.6% 206 9.22% 3
HA
2809
Harbor Advisors
Florida
$447M +$21.1M +5% 7.06% 125% 178 19.1% 2.6
Intelligence Driven Advisers
2810
Intelligence Driven Advisers
California
$446M +$19.7M +5% 8.18% 65.6% 96 22.92% 1
Atlas Venture Advisors
2811
Atlas Venture Advisors
Massachusetts
$446M -$149M -25% 4.37% 34.6% 9 22.22% 1.4
Untitled Investments
2812
Untitled Investments
New York
$446M – – 33.5% 79.6% 21 – 0
Eudaimonia Partners
2813
Eudaimonia Partners
Tennessee
$445M +$56.9M +15% 12.8% – 931 17.19% 0.7
Towercrest Capital Management
2814
Towercrest Capital Management
Pennsylvania
$445M +$37.7M +9% 8.98% 42.6% 86 10.47% 2.7
Chatham Capital Group
2815
Chatham Capital Group
Georgia
$445M +$39.3M +10% 12% 97% 163 11.04% 4.1
SpiderRock Advisors
2816
SpiderRock Advisors
Delaware
$445M -$444M -50% – – 198 0% 1.1
Evolution Wealth Advisors
2817
Evolution Wealth Advisors
Florida
$443M +$77.7M +21% 18.7% 96% 659 23.37% 0.7
Unison Advisors
2818
Unison Advisors
District of Columbia
$443M +$97.2M +28% 24.7% 57.8% 204 31.86% 1.5
P.J. Schmidt Investment Management (PJS)
2819
P.J. Schmidt Investment Management (PJS)
Wisconsin
$443M +$31.9M +8% 8.13% 75.9% 159 8.18% 3.8
Global Strategic Investment Solutions
2820
Global Strategic Investment Solutions
Arizona
$443M +$48.7M +12% 14.4% 56.8% 104 10.58% 1.2
Alight Capital Management
2821
Alight Capital Management
New York
$442M +$160M +57% 30.6% 506% 75 56% 0.4
HCP
2822
Holt Capital Partners
Texas
$442M +$59.4M +16% 14.7% 75.1% 158 12.03% 4.3
Old West Investment Management
2823
Old West Investment Management
California
$441M +$7.3M +2% 76.9% 242% 66 22.73% 2.2
SM
2824
Scoggin Management
New York
$441M +$216M +96% 36% 889% 48 58.33% 0.5
TM
2825
Tiger Management
New York
$441M +$89.6M +26% 35% – 49 36.73% 1.7