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)
Yakira Capital Management
2901
Yakira Capital Management
Connecticut
$420M +$81.5M +24% 26.9% 64.5% 347 56.48% 0.5
Baker Ellis Asset Management
2902
Baker Ellis Asset Management
Washington
$419M +$61.1M +17% 15.3% 91.9% 188 17.55% 4.3
Strategy Asset Managers
2903
Strategy Asset Managers
California
$419M +$33.3M +9% 12.7% 115% 248 13.31% 1.6
Pinnacle Wealth Planning Services
2904
Pinnacle Wealth Planning Services
Ohio
$419M +$116M +38% 14.4% 84.5% 2,348 88.2% 0.2
CF
2905
Clarity Financial
Texas
$418M – – 10.3% 65.8% 82 – 0
Slow Capital
2906
Slow Capital
California
$418M +$51.2M +14% 17.4% 156% 301 44.19% 2.1
SFO
2907
Standard Family Office
South Dakota
$418M – – 15.7% 80.7% 566 – 0
Bremer Bank National Association
2908
Bremer Bank National Association
Minnesota
$418M +$39.2M +10% 12.6% 37.4% 207 10.14% 1.5
Berman Capital Advisors
2909
Berman Capital Advisors
Georgia
$418M +$65.4M +19% 14.5% 48.2% 1,926 13.97% 1.4
Founders Financial Securities
2910
Founders Financial Securities
Maryland
$417M +$104M +33% 12.8% 71% 242 41.32% 0.9
KSCM
2911
Key Square Capital Management
Connecticut
$417M +$222M +114% 34.7% 50.2% 27 88.89% 0.2
Eubel Brady & Suttman Asset Management
2912
Eubel Brady & Suttman Asset Management
Ohio
$417M +$41.8M +11% 19% 49% 75 9.33% 4.2
Charles Schwab Trust
2913
Charles Schwab Trust
Nevada
$417M +$91.4M +28% 12.7% 52.7% 191 22.51% 0.8
Aravt Global
2914
Aravt Global
New York
$417M +$47.5M +13% 12.8% 83.7% 13 0% 2.9
Pinkerton Retirement Specialists
2915
Pinkerton Retirement Specialists
Idaho
$417M +$49.9M +14% 14.4% 98% 95 14.74% 2
RenaissanceRe Holdings
2916
RenaissanceRe Holdings
Bermuda
$416M +$125M +43% 44.4% 26.4% 5 0% 0.9
Intercontinental Wealth Advisors
2917
Intercontinental Wealth Advisors
Texas
$416M +$74.5M +22% 15.2% 46.7% 259 23.17% 1.6
TrinityPoint Wealth
2918
TrinityPoint Wealth
Connecticut
$416M +$56.1M +16% 12.8% 28.4% 243 16.87% 1.3
Tenzing Global Management
2919
Tenzing Global Management
California
$415M +$192M +86% 73.4% 273% 24 62.5% 0.9
Crabel Capital Management
2920
Crabel Capital Management
California
$415M +$364M +722% 1.92% 15.5% 97 58.76% 0.2
Allen Capital Group
2921
Allen Capital Group
Nebraska
$415M +$16.1M +4% 8.29% 62.8% 157 17.2% 1.8
VC
2922
Vision Capital
Ontario, Canada
$414M +$219M +112% 5.23% 13.9% 15 40% 0.5
Tennessee Valley Asset Management Partners
2923
Tennessee Valley Asset Management Partners
Tennessee
$414M +$244M +144% 11.1% 72.8% 114 47.37% 0.8
Foyston, Gordon, & Payne
2924
Foyston, Gordon, & Payne
Ontario, Canada
$414M +$26.7M +7% 12.4% 75.1% 68 10.29% 3.6
BlueSky Wealth Advisors
2925
BlueSky Wealth Advisors
North Carolina
$414M +$30.9M +8% 9.76% 45.9% 51 3.92% 3