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)
PL Capital Advisors
3051
PL Capital Advisors
Florida
$411M +$99M +32% 26.2% 86.4% 41 2.44% 3.4
First Round Capital Management III
3052
First Round Capital Management III
Pennsylvania
$411M +$265M +181% 200% – 2 0% 0.3
Carolinas Wealth Consulting
3053
Carolinas Wealth Consulting
North Carolina
$411M +$39.3M +11% 7.43% 24.6% 1,026 16.47% 0.6
Perseverance Asset Management International
3054
Perseverance Asset Management International
Cayman Islands
$411M -$13.1M -3% 1.1% 101% 24 41.67% 0.6
BCP
3055
Berylson Capital Partners
Massachusetts
$411M -$174M -30% 3.58% 57.7% 92 69.57% 0.2
Vanderbilt University
3056
Vanderbilt University
Tennessee
$411M +$125M +44% 18.1% 76.4% 16 62.5% 0.7
Sage Advisory Services
3057
Sage Advisory Services
Texas
$411M +$31.8M +8% 5.45% 37.8% 58 27.59% 1.6
Hohimer Wealth Management
3058
Hohimer Wealth Management
Washington
$410M +$33M +9% 7.39% 111% 215 15.81% 0.9
XML Financial
3059
XML Financial
Maryland
$410M +$24.4M +6% 6.32% 77.9% 229 13.54% 1
Altavista Wealth Management
3060
Altavista Wealth Management
North Carolina
$410M +$15.2M +4% 5.05% 80.6% 179 6.15% 4.1
Mitchell Capital Management
3061
Mitchell Capital Management
Kansas
$410M +$11.4M +3% 4.73% 234% 157 14.01% 2.2
Cyrus Capital Partners
3062
Cyrus Capital Partners
New York
$410M -$11.3M -3% 31% 163% 15 26.67% 2
Ten Capital Wealth Advisors
3063
Ten Capital Wealth Advisors
Washington
$410M +$51.2M +14% 4.88% 25% 425 21.18% 0.3
MIC Capital Partners (Public) (US) IM
3064
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$410M +$28.4M +7% 11.6% – 22 45.45% 0.7
Cahill Financial Advisors
3065
Cahill Financial Advisors
Minnesota
$410M +$13.2M +3% 6.08% 55.9% 212 14.62% 3.2
Cutter & Co Brokerage
3066
Cutter & Co Brokerage
Missouri
$410M +$28.9M +8% 7.32% 40.4% 318 16.35% 2.3
Schneider Downs Wealth Management Advisors
3067
Schneider Downs Wealth Management Advisors
Pennsylvania
$409M +$50M +14% 5.52% 61.5% 136 32.35% 1.5
MWM
3068
Madison Wealth Management
Ohio
$409M +$29.5M +8% 7.27% 35.1% 147 10.2% 1
IMA Advisory Services
3069
IMA Advisory Services
Colorado
$408M +$51.5M +14% 5.11% 74.5% 328 19.51% 2.5
PGIM Custom Harvest
3070
PGIM Custom Harvest
New Jersey
$408M +$104M +34% 7.29% 78.2% 216 18.06% 0.2
Live Oak Private Wealth
3071
Live Oak Private Wealth
North Carolina
$407M +$50.7M +14% 9.45% 74.6% 160 12.5% 0.8
Strid Group
3072
Strid Group
Pennsylvania
$407M +$35.7M +10% 7.07% 55.2% 38 10.53% 2
Trustees of General Electric Pension Trust
3073
Trustees of General Electric Pension Trust
Connecticut
$407M +$72.2M +22% 21.6% 184% 1 0% 4.3
Cary Street Partners Asset Management
3074
Cary Street Partners Asset Management
Virginia
$406M +$67.5M +20% 8.19% 25.3% 182 12.09% 0.2
Redhawk Wealth Advisors
3075
Redhawk Wealth Advisors
Minnesota
$406M +$15.6M +4% 5.72% 116% 266 30.08% 0.9