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)
Tiger Pacific Capital
2826
Tiger Pacific Capital
New York
$346M +$30.6M +10% 24.2% 84.5% 17 35.29% 1.2
ARS Wealth Advisors
2827
ARS Wealth Advisors
Florida
$346M +$31.3M +10% 7.17% 62.5% 114 7.89% 3.5
TwinBeech Capital
2828
TwinBeech Capital
New York
$345M – – 7.51% 5.7% 365 – 0
RP Investment Advisors
2829
RP Investment Advisors
Ontario, Canada
$345M – – 1.78% 17.4% 46 – 0
D.L. Carlson Investment Group
2830
D.L. Carlson Investment Group
New Hampshire
$345M +$26.5M +8% 9.22% 113% 159 12.58% 3.4
ACK Asset Management
2831
ACK Asset Management
Connecticut
$345M -$11.1M -3% 11.3% 132% 33 54.55% 0.7
Kingstown Capital Management
2832
Kingstown Capital Management
New York
$344M -$58.8M -15% 10.5% 38.6% 17 29.41% 1.8
Security National Trust
2833
Security National Trust
West Virginia
$343M +$24.6M +8% 8.13% 58.3% 446 21.08% 4.3
Amia Capital
2834
Amia Capital
United Kingdom
$343M – – 13.2% 30.1% 41 – 0
Parkside Financial Bank & Trust
2835
Parkside Financial Bank & Trust
Missouri
$343M +$33.7M +11% 7.99% 85.4% 1,701 11.05% 2.8
Gifford Fong Associates
2836
Gifford Fong Associates
California
$343M +$36.9M +12% 12.7% 180% 125 0.8% 1.6
M Holdings Securities
2837
M Holdings Securities
Oregon
$342M +$16.2M +5% 8.86% 83.9% 170 14.12% 3
Relaxing Retirement Coach
2838
Relaxing Retirement Coach
Massachusetts
$342M +$18.2M +6% 5.52% 28.6% 52 3.85% 1.8
Perella Weinberg Partners Capital Management
2839
Perella Weinberg Partners Capital Management
New York
$342M +$30.9M +10% 10.5% 1.52% 28 39.29% 1
Fieldpoint Private Securities
2840
Fieldpoint Private Securities
Connecticut
$342M +$65.8M +24% 8.36% 47.2% 746 21.58% 1.3
Dimension Capital Management
2841
Dimension Capital Management
Florida
$342M +$48.4M +16% 7.02% 65.5% 97 10.31% 1.8
American National Bank & Trust
2842
American National Bank & Trust
Texas
$341M +$17.6M +5% 9.16% 102% 214 23.83% 2.8
Yakira Capital Management
2843
Yakira Capital Management
Connecticut
$341M +$381K +0.1% 3.65% 74.1% 196 47.45% 0.9
Tokio Marine & Nichido Fire Insurance Company
2844
Tokio Marine & Nichido Fire Insurance Company
Japan
$341M +$4.7M +1% 1.39% – 2 50% 0.4
Bright Rock Capital Management
2845
Bright Rock Capital Management
Massachusetts
$341M +$21.4M +7% 6.29% 53.1% 75 2.67% 3.9
Spring Creek Capital
2846
Spring Creek Capital
Kansas
$341M +$131M +63% 72.5% 312% 30 83.33% 0.1
America First Investment Advisors
2847
America First Investment Advisors
Nebraska
$340M +$8.62M +3% 4.39% 78.2% 88 5.68% 5
Delphi Financial Group
2848
Delphi Financial Group
Delaware
$340M +$46.6M +16% 1.93% 66.3% 23 8.7% 1.9
Ipswich Investment Management
2849
Ipswich Investment Management
Massachusetts
$340M +$26.3M +8% 9.14% 104% 181 4.97% 2.7
Opus Capital Group
2850
Opus Capital Group
Ohio
$340M +$15.1M +5% 5.16% 49.7% 180 26.11% 2.4