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)
Auxier Asset Management
2826
Auxier Asset Management
Oregon
$645M -$31.4M -5% 1.85% 71.7% 177 5.08% 8
HPM
2827
H. Partners Management
New York
$645M -$49.2M -7% 2.29% 13.5% 2 0% 2.4
Alaska Wealth Advisors
2828
Alaska Wealth Advisors
Alaska
$643M -$23.4M -4% 2.38% 44.3% 113 43.36% 3.6
Permian Investment Partners
2829
Permian Investment Partners
Texas
$643M -$80.8M -11% 4.67% 78.6% 15 40% 1.8
Viking Fund Management
2830
Viking Fund Management
North Dakota
$642M +$26.8M +4% 1.16% 105% 141 13.48% 4
Total Wealth Planning
2831
Total Wealth Planning
Ohio
$642M +$1.24M +0.2% 2.24% 37.2% 95 7.37% 3.2
Parker Investment Management
2832
Parker Investment Management
California
$642M +$11.2M +2% 7.72% 208% 35 11.43% 3.7
Primavera Capital Management
2833
Primavera Capital Management
Cayman Islands
$642M +$50.2M +8% 11.3% 1.21% 3 0% 3.5
Makaira Partners
2834
Makaira Partners
California
$641M -$137M -18% 0.76% 22% 12 0% 3.8
Occidental Asset Management
2835
Occidental Asset Management
California
$641M +$20.9M +3% 1.26% 82.5% 232 10.78% 3.9
Strid Group
2836
Strid Group
Pennsylvania
$641M -$17M -3% 1.48% 55.2% 66 19.7% 3.2
Power Corp of Canada
2837
Power Corp of Canada
Canada
$640M -$63M -9% 0.69% 14.4% 3 66.67% 1
Rollins Financial Advisors
2838
Rollins Financial Advisors
New York
$640M +$37.7M +6% 8.2% – 144 9.03% 0.8
LWANC
2839
Laurel Wealth Advisors (North Carolina)
North Carolina
$640M +$12.3M +2% 1.19% 71.1% 779 16.05% 3.5
BlueSky Wealth Advisors
2840
BlueSky Wealth Advisors
North Carolina
$640M -$4.16M -0.6% 1.95% 45.9% 77 6.49% 2.6
Hanson & Doremus Investment Management
2841
Hanson & Doremus Investment Management
Vermont
$639M +$9.8M +2% 0.15% 86.3% 464 11.42% 6.2
Brio Consultants
2842
Brio Consultants
California
$639M +$10.5M +2% 1.28% 42.7% 119 14.29% 2.6
SCM
2843
Soros Capital Management
New York
$639M +$224M +54% 18.6% 732% 77 49.35% 0.7
Stockman Wealth Management
2844
Stockman Wealth Management
Montana
$639M -$4.74M -0.7% 1.02% 77.5% 187 14.44% 5.3
180 Wealth Advisors
2845
180 Wealth Advisors
Washington
$638M +$3.03M +0.5% 4.15% 136% 469 12.37% 3.4
Goldstone Financial Group
2846
Goldstone Financial Group
Illinois
$638M +$63.4M +11% 0.25% 54.9% 217 19.35% 1.2
SSCM
2847
Summit Street Capital Management
New York
$638M +$358M +128% 0.84% 217% 31 9.68% 5.8
K.J. Harrison & Partners
2848
K.J. Harrison & Partners
Ontario, Canada
$638M -$24.6M -4% 4.72% 140% 239 34.73% 2.8
Cardinal Capital Management Inc (North Carolina)
2849
Cardinal Capital Management Inc (North Carolina)
North Carolina
$638M -$5.13M -0.8% 0.12% 86.4% 132 2.27% 8.2
JMAC Enterprises
2850
JMAC Enterprises
Pennsylvania
$637M +$11M +2% 0.14% 68.5% 186 13.44% 2.3