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)
Tetrad Corporation
3026
Tetrad Corporation
Nebraska
$397M +$46.9M +13% 13.6% 45.6% 3 0% 9.5
Evolution Wealth Advisors
3027
Evolution Wealth Advisors
Florida
$397M +$32.1M +9% 3.11% 84.5% 130 25.38% 1.7
Principal Street Partners
3028
Principal Street Partners
Tennessee
$397M +$21.7M +6% 8.69% 91% 247 25.51% 1.7
Huber Capital Management
3029
Huber Capital Management
California
$396M +$39.6M +11% 10.3% 70.4% 108 24.07% 4.7
Point72 Europe
3030
Point72 Europe
United Kingdom
$396M -$260M -40% 13.3% 95.4% 70 58.57% 0.5
Inspire Advisors
3031
Inspire Advisors
Idaho
$396M +$32M +9% 6.53% 60.2% 212 39.15% 0.5
MTC
3032
Matrix Trust Company
Colorado
$395M +$44.3M +13% 8.48% 51.4% 51 5.88% 1.5
Heritage Financial Services
3033
Heritage Financial Services
Massachusetts
$395M +$230M +140% 5.44% 38.3% 79 27.85% 0.7
Sagefield Capital
3034
Sagefield Capital
Texas
$394M +$79M +25% 24% 115% 151 46.36% 0.7
York Capital Management Global Advisors
3035
York Capital Management Global Advisors
New York
$394M -$50.3M -11% 15% 74.1% 10 10% 1.2
Liquid Strategies
3036
Liquid Strategies
Georgia
$394M +$6.57M +2% 5.5% 46.8% 8 25% 2.5
YorkBridge Wealth Partners
3037
YorkBridge Wealth Partners
New York
$394M +$6.33M +2% 9.01% 36.5% 286 14.69% 3.5
PAX Financial Group
3038
PAX Financial Group
Texas
$394M +$2.79M +0.7% 7.85% 56% 218 30.28% 1.5
Strategy Asset Managers
3039
Strategy Asset Managers
California
$394M +$25.3M +7% 12.5% 115% 255 5.88% 2.1
Human Investing
3040
Human Investing
Oregon
$393M +$796K +0.2% 8.75% 56.9% 117 22.22% 2.1
Arkos Global Advisors
3041
Arkos Global Advisors
Texas
$392M +$57.6M +17% 6.09% 43.6% 98 19.39% 2.2
KNB
3042
Khazanah Nasional Berhad
$392M -$104M -21% 8.29% 73.6% 7 42.86% 0.4
GCM Grosvenor Holdings
3043
GCM Grosvenor Holdings
Illinois
$392M -$30.3M -7% 11.8% 78.7% 18 27.78% 0.3
NBW Capital
3044
NBW Capital
Massachusetts
$391M +$18.4M +5% 8.12% 86% 109 26.61% 3.3
Great Lakes Retirement
3045
Great Lakes Retirement
Ohio
$391M – – 7.52% 118% 136 – 1.7
Icon Advisers
3046
Icon Advisers
Colorado
$391M +$25.2M +7% 13.1% 114% 164 27.44% 2.3
Capricorn Fund Managers
3047
Capricorn Fund Managers
United Kingdom
$391M +$72.2M +23% 12.5% 169% 108 44.44% 0.5
B.O.S.S. Retirement Advisors
3048
B.O.S.S. Retirement Advisors
Utah
$391M – – 9.77% 78.2% 210 – 0
Arch Venture Management
3049
Arch Venture Management
Illinois
$390M -$381M -49% 27.7% 228% 10 20% 0.8
Synergy Asset Management
3050
Synergy Asset Management
Washington
$390M +$19.8M +5% 5.9% 97.3% 137 44.53% 0.6