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)
Peak Asset Management
2826
Peak Asset Management
Colorado
$267M -$30M -10% 11.4% 70.1% 141 16.31% 2.8
Needham Investment Management
2827
Needham Investment Management
New York
$266M -$65.4M -20% 15.8% 424% 94 21.28% 3.4
Crestone Asset Management
2828
Crestone Asset Management
Colorado
$266M +$38M +17% 15.3% 6.65% 49 28.57% 1.7
First Wilshire Securities Management
2829
First Wilshire Securities Management
California
$266M -$74.1M -22% 16.8% 135% 121 9.09% 3.5
Bright Rock Capital Management
2830
Bright Rock Capital Management
Massachusetts
$266M -$40.4M -13% 9.74% 53.1% 82 17.07% 3.4
Permanens Capital
2831
Permanens Capital
New York
$266M -$28.5M -10% 13.8% 76.9% 25 68% 1.2
Gifford Fong Associates
2832
Gifford Fong Associates
California
$265M -$49.4M -16% 16.7% 180% 121 5.79% 0.6
Bessemer Securities
2833
Bessemer Securities
New York
$265M +$253M +2,232% 11.3% 45% 100 99% 0
BSW Wealth Partners
2834
BSW Wealth Partners
Colorado
$265M +$2.25M +0.9% 10.9% 75.4% 152 45.39% 2.8
Parker Investment Management
2835
Parker Investment Management
California
$265M -$62.9M -19% 13.4% 208% 39 46.15% 1.2
McGuire Investment Group
2836
McGuire Investment Group
Rhode Island
$264M -$38.2M -13% 11.6% 202% 90 7.78% 0.2
Valley Forge Capital Management
2837
Valley Forge Capital Management
Florida
$264M -$36.2M -12% 15.4% 49% 11 9.09% 1.5
Tuttle Capital Management
2838
Tuttle Capital Management
Connecticut
$264M -$262M -50% 0.17% 115% 175 82.86% 0.2
Teza Capital Management
2839
Teza Capital Management
Illinois
$264M -$170M -39% 15% 133% 516 71.32% 0.2
Solus Alternative Asset Management
2840
Solus Alternative Asset Management
New Jersey
$264M -$283M -52% 28.7% 79.3% 15 40% 1.3
CFSG
2841
Community Financial Services Group
Vermont
$264M -$29.3M -10% 10.7% – 100 16% 2.8
Capital Advantage
2842
Capital Advantage
California
$264M -$171M -39% 8.54% 49.2% 89 26.97% 3.2
RTS
2843
Round Table Services
New Jersey
$264M -$29M -10% 13.1% 16.1% 159 31.45% 1.9
CAS Investment Partners
2844
CAS Investment Partners
Connecticut
$264M -$65.5M -20% 16.4% 527% 5 0% 1
MA Private Wealth
2845
MA Private Wealth
California
$264M – – 9.75% 57.5% 96 – 0
CIA
2846
Covington Investment Advisors
Pennsylvania
$263M -$43.9M -14% 9.62% 100% 96 14.58% 3.7
Cutter & Co Brokerage
2847
Cutter & Co Brokerage
Missouri
$263M -$30M -10% 11.9% 40.4% 308 21.43% 2.3
Tortoise Index Solutions
2848
Tortoise Index Solutions
Kansas
$263M +$111M +72% 13.2% 52.2% 91 8.79% 2.5
Dillon & Associates
2849
Dillon & Associates
Michigan
$263M -$39.5M -13% 11% 117% 73 12.33% 4.3
Strategic Wealth Partners Group
2850
Strategic Wealth Partners Group
Illinois
$263M – – 13.4% – 28 – 1.8