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)
Schnieders Capital Management
2901
Schnieders Capital Management
California
$446M +$9.6M +2% 7.3% 103% 211 11.85% 4.9
Insight Wealth Partners
2902
Insight Wealth Partners
Texas
$446M +$312M +233% 0.02% 56.2% 63 9.52% 2
FengHe Fund Management
2903
FengHe Fund Management
Singapore
$446M -$293M -40% 11.4% 779% 21 52.38% 0.3
Lawson Kroeker Investment Management
2904
Lawson Kroeker Investment Management
Nebraska
$445M +$149M +50% 0.33% 69.7% 90 44.44% 4.1
Archon Capital Management
2905
Archon Capital Management
Washington
$445M +$101M +29% 33.6% 222% 46 45.65% 1.7
Coerente Capital Management
2906
Coerente Capital Management
Ontario, Canada
$445M -$8.82M -2% 2.2% 54.7% 36 0% 1.9
Columbia Asset Management
2907
Columbia Asset Management
Michigan
$445M +$32.7M +8% 6.86% 94.1% 166 4.22% 5.9
Curated Wealth Partners
2908
Curated Wealth Partners
California
$444M +$32.2M +8% 9.14% 39.9% 142 14.79% 1.6
Octavia Wealth Advisors
2909
Octavia Wealth Advisors
Ohio
$444M +$38.8M +10% 7.21% 67.9% 198 12.12% 1.7
Y.D. More Investments
2910
Y.D. More Investments
Israel
$444M +$31M +8% 11.5% 309% 438 26.48% 0.2
J.P. Marvel Investment Advisors
2911
J.P. Marvel Investment Advisors
Massachusetts
$443M +$17.2M +4% 9.04% 195% 72 4.17% 5.3
SRFM
2912
Shannon River Fund Management
New York
$443M +$35.6M +9% 28.7% 554% 37 45.95% 0.8
MidWestOne Financial Group
2913
MidWestOne Financial Group
Iowa
$443M -$5.35M -1% 2.34% 62.7% 276 21.38% 2.2
Jackson Thornton Wealth Management
2914
Jackson Thornton Wealth Management
Alabama
$443M +$24.1M +6% 3.64% 64.4% 38 23.68% 0.8
Sloy Dahl & Holst
2915
Sloy Dahl & Holst
Washington
$443M +$156M +54% 49.6% 132% 71 9.86% 1.9
Wilsey Asset Management
2916
Wilsey Asset Management
California
$442M +$21.8M +5% 3.97% 66.9% 29 17.24% 3.2
Sunflower Bank
2917
Sunflower Bank
Texas
$442M -$17.1M -4% 0.03% 42.7% 112 3.57% 2.4
Faithward Advisors
2918
Faithward Advisors
Pennsylvania
$441M -$18.5M -4% 8.12% 119% 347 34.58% 1.3
TF
2919
TimeScale Financial
Massachusetts
$441M +$96.8M +28% 5.67% 31.3% 679 20.62% 2.6
EVM
2920
Evelyn V. Moreno
$441M +$8.72M +2% 10.6% 39.4% 168 30.95% 3.3
JC
2921
JBF Capital
Colorado
$441M +$35.7M +9% 9.15% 93.6% 81 38.27% 1.5
Liberty Mutual Group Asset Management
2922
Liberty Mutual Group Asset Management
Massachusetts
$441M +$69.2M +19% 1.15% 47.9% 127 11.02% 1
D.L. Carlson Investment Group
2923
D.L. Carlson Investment Group
New Hampshire
$441M -$25.8M -6% 9.32% 113% 144 17.36% 3.9
Ikarian Capital
2924
Ikarian Capital
Texas
$441M +$26.2M +6% 16.4% 5,184% 138 52.9% 0.7
Elk River Wealth Management
2925
Elk River Wealth Management
Colorado
$441M +$27.5M +7% 6.02% 81.8% 114 10.53% 1.9