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)
Bearing Point Capital
3151
Bearing Point Capital
Minnesota
$640M +$58.7M +10% 2.94% – 194 21.13% 0.8
Optas LLC
3152
Optas LLC
Texas
$639M +$50.2M +9% 5.31% 118% 512 32.42% 1.9
North Growth Management
3153
North Growth Management
British Columbia, Canada
$639M +$65M +11% 20.5% 243% 47 0% 4.7
Quarry LP
3154
Quarry LP
New York
$639M +$183M +40% 4.92% 83.2% 2,772 47.47% 0.6
Secure Asset Management
3155
Secure Asset Management
Michigan
$639M +$32M +5% 2.02% 97.2% 359 17.55% 1.8
WPWealth
3156
WPWealth
Texas
$639M +$27.1M +4% 1.57% 38.2% 98 6.12% 1.8
Drexel Morgan & Co
3157
Drexel Morgan & Co
Pennsylvania
$639M +$2.18M +0.3% 4.78% 50.1% 58 5.17% 8
SA
3158
Strategic Advisors
New York
$638M +$15.8M +3% 1.6% 106% 190 7.89% 5.1
SilverOak Wealth Management
3159
SilverOak Wealth Management
Minnesota
$638M +$45.3M +8% 1.94% 77.8% 124 11.29% 1.5
PWW
3160
Pettyjohn Wood & White
Virginia
$638M +$32.4M +5% 3% 70.9% 219 9.59% 6.6
SRFM
3161
Shannon River Fund Management
New York
$638M +$16.3M +3% 11.6% 554% 32 56.25% 0.8
SFS
3162
Security Financial Services
Indiana
$637M +$18.4M +3% 2.1% 67.7% 218 10.09% 2.2
Hughes Financial Services
3163
Hughes Financial Services
Virginia
$637M +$8.03M +1% 1.57% – 1,346 28.38% 0.5
American Money Management
3164
American Money Management
California
$636M +$37M +6% 1.91% 65% 175 16.57% 4.6
SSCM
3165
Summit Street Capital Management
New York
$636M -$92.8M -13% 9.31% 217% 31 3.23% 5.6
Sio Capital Management
3166
Sio Capital Management
New York
$636M +$241M +61% 18.2% 564% 77 45.45% 0.7
Summit Creek Advisors
3167
Summit Creek Advisors
Minnesota
$636M -$50.5M -7% 0.44% 84.6% 74 16.22% 4.2
Northwest Wealth Management
3168
Northwest Wealth Management
Iowa
$636M +$28.8M +5% 2.69% 68.2% 263 21.29% 3.1
Clearstead Trust
3169
Clearstead Trust
Maine
$635M +$50M +9% 2.94% 111% 1,586 41.87% 1.8
PenderFund Capital Management
3170
PenderFund Capital Management
British Columbia, Canada
$635M +$41.9M +7% 7.96% 129% 298 60.07% 0.6
Gilman Hill Asset Management
3171
Gilman Hill Asset Management
Connecticut
$635M -$4.03M -0.6% 1.87% 54.2% 244 12.7% 4.9
Towercrest Capital Management
3172
Towercrest Capital Management
Pennsylvania
$634M +$10.9M +2% 1.2% 42.6% 101 4.95% 5.9
NICM
3173
Neo Ivy Capital Management
New York
$633M +$223M +54% 3.42% – 555 72.07% 0.2
Bell Investment Advisors
3174
Bell Investment Advisors
California
$632M +$20.4M +3% 1.43% 45% 1,972 13.44% 3.3
Woodard & Company Asset Management Group
3175
Woodard & Company Asset Management Group
North Carolina
$632M +$16.1M +3% 2.93% 94.5% 183 24.59% 2.8