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)
Sargent Investment Group
2826
Sargent Investment Group
Maryland
$759M -$38M -5% 2.75% 113% 279 9.68% 2.2
Walkner Condon Financial Advisors
2827
Walkner Condon Financial Advisors
Wisconsin
$759M +$38.7M +5% 0.32% 62.6% 337 13.06% 2.8
TC
2828
Torno Capital
Massachusetts
$759M -$227M -23% 8.57% – 117 82.05% 0.2
Cullen Investment Group
2829
Cullen Investment Group
Louisiana
$758M -$13.8M -2% 1.9% 102% 182 4.95% 2
Integrity Advisory Solutions
2830
Integrity Advisory Solutions
Texas
$757M +$62.8M +9% 0.49% – 314 21.97% 0.4
Tennessee Valley Asset Management Partners
2831
Tennessee Valley Asset Management Partners
Tennessee
$757M -$14.2M -2% 2.53% 72.8% 208 14.9% 1.5
Ranmore Fund Management
2832
Ranmore Fund Management
United Kingdom
$757M +$174M +30% 12.6% – 26 53.85% 0.4
Meridian Wealth Advisors
2833
Meridian Wealth Advisors
Texas
$756M +$34.2M +5% 2.31% 79.9% 210 15.71% 4.4
Hunter Associates Investment Management
2834
Hunter Associates Investment Management
Pennsylvania
$756M +$7.83M +1% 0.36% 81.7% 282 14.54% 4.8
McGlone Suttner Wealth Management
2835
McGlone Suttner Wealth Management
Wisconsin
$755M +$11.7M +2% 0.54% 61.6% 203 13.3% 2.3
SF
2836
Symphony Financial
Texas
$755M +$10.5M +1% 0.63% 95.7% 341 23.75% 1.3
John G. Ullman & Associates
2837
John G. Ullman & Associates
New York
$754M +$4.32M +0.6% 11.3% 162% 189 13.23% 4.9
HMI Capital Management
2838
HMI Capital Management
California
$754M -$464M -38% 26.1% 5.95% 13 38.46% 1.6
Fiduciary Financial Group
2839
Fiduciary Financial Group
California
$754M +$46.2M +7% 0.54% – 363 14.33% 1.2
Front Street Capital Management
2840
Front Street Capital Management
Montana
$754M +$49.7M +7% 9.8% 316% 75 5.33% 5.4
PL
2841
Polianta Ltd
Jersey
$754M -$10.7M -1% 1.12% 31.6% 127 62.99% 0.5
Resources Management Corp
2842
Resources Management Corp
Connecticut
$753M -$18.5M -2% 1.37% 78.5% 445 10.34% 5.3
Eclectic Associates
2843
Eclectic Associates
California
$753M +$112M +17% 0.25% 53.8% 161 8.7% 2.6
Blue Edge Capital
2844
Blue Edge Capital
Virginia
$753M +$5.49M +0.7% 1.24% 67.4% 137 10.95% 5.2
ABC Arbitrage
2845
ABC Arbitrage
France
$753M -$315M -30% 8.52% – 534 73.22% 0.2
GCQ Funds Management
2846
GCQ Funds Management
Australia
$753M +$26.5M +4% 16.7% – 14 50% 0.7
Talon Private Wealth
2847
Talon Private Wealth
Florida
$753M – – 0.9% – 187 – 1.1
Wallington Asset Management
2848
Wallington Asset Management
Indiana
$752M -$36.1M -5% 3.69% 120% 73 16.44% 7.4
Technology Crossover Management IX
2849
Technology Crossover Management IX
California
$752M -$375M -33% 32.8% 13% 6 0% 6.4
Peterson Wealth Advisors
2850
Peterson Wealth Advisors
Utah
$752M +$1.79M +0.2% 0.69% 50.9% 110 4.55% 3.7