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)
BlueSky Wealth Advisors
2876
BlueSky Wealth Advisors
North Carolina
$540M +$29M +6% 3.57% 45.9% 73 19.18% 2.8
WAM
2877
Warberg Asset Management
Illinois
$540M -$77.1M -13% 1.31% 61.5% 253 43.48% 0.4
KWMG
2878
King Wealth Management Group
Florida
$539M +$50.5M +10% 10.5% 86% 191 18.85% 3.7
Dividend Assets Capital
2879
Dividend Assets Capital
South Carolina
$539M +$42M +8% 9.57% 67.4% 532 8.27% 2.3
AMCA
2880
Arthur M. Cohen & Associates
Illinois
$538M +$45.7M +9% 11.1% 129% 147 8.84% 3.4
HA
2881
Harbor Advisors
Florida
$538M +$37.8M +8% 8.21% 125% 199 15.08% 3
JGP Wealth Management
2882
JGP Wealth Management
Oregon
$537M +$74.3M +16% 14.3% 87.8% 163 6.75% 2.3
Saltoro Capital
2883
Saltoro Capital
Texas
$537M +$253M +89% 2.2% 130% 124 60.48% 0.4
PS
2884
Portfolio Strategies
New York
$536M +$37M +7% 12% 137% 55 23.64% 1.8
FRG Family Wealth Advisors
2885
FRG Family Wealth Advisors
Washington
$536M +$26.9M +5% 9.53% 76.4% 147 10.2% 4.2
CL
2886
CIM LLC
New York
$536M -$107M -17% 6.94% 108% 165 13.33% 3.1
Arbor Investment Advisors
2887
Arbor Investment Advisors
North Carolina
$535M +$38.6M +8% 5.05% 48.5% 113 10.62% 3.4
Insight Wealth Partners
2888
Insight Wealth Partners
Texas
$535M +$348M +187% 1.69% 56.2% 85 35.29% 1
Capital Investment Counsel Inc
2889
Capital Investment Counsel Inc
North Carolina
$535M +$79.7M +18% 15.9% 174% 217 26.73% 4.4
Live Oak Private Wealth
2890
Live Oak Private Wealth
North Carolina
$535M +$42M +9% 9.7% 74.6% 179 5.59% 1.4
SPC
2891
Stony Point Capital
New York
$534M +$169M +46% 0.71% 208% 46 50% 0.7
Legion Partners Asset Management
2892
Legion Partners Asset Management
California
$534M +$48.2M +10% 12.8% 206% 20 45% 1.1
Tortoise Investment Management
2893
Tortoise Investment Management
New York
$534M +$39.3M +8% 4.6% 43.8% 693 14.29% 4.1
Personal CFO Solutions
2894
Personal CFO Solutions
New Jersey
$534M +$46.2M +9% 6.19% 98.9% 530 24.72% 1.2
Pensionfund Sabic
2895
Pensionfund Sabic
Netherlands
$534M +$60.3M +13% 14.2% 63.6% 221 12.67% 3.4
Hunter Perkins Capital Management
2896
Hunter Perkins Capital Management
Illinois
$533M +$41.6M +8% 7.87% 58% 92 23.91% 1
Hahn Capital Management
2897
Hahn Capital Management
California
$533M +$21.3M +4% 10.9% 71.7% 33 0% 5.9
5AM Venture Management
2898
5AM Venture Management
California
$533M +$40.3M +8% 25% 546% 18 16.67% 1.1
Mengis Capital Management
2899
Mengis Capital Management
Oregon
$533M +$56.5M +12% 11% 104% 188 6.91% 3.8
Lee Financial
2900
Lee Financial
Texas
$532M +$49M +10% 6.78% 75% 978 30.37% 1.7