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)
HMI Capital Management
3176
HMI Capital Management
California
$712M -$41.9M -6% 12% 5.95% 18 61.11% 1
TWP
3177
Tyche Wealth Partners
Texas
$712M +$63.9M +10% 14.7% – 375 17.07% 1.8
Radnor Capital Management
3178
Radnor Capital Management
Pennsylvania
$712M +$36.3M +5% 14.5% 96.9% 328 10.98% 2.9
First National Advisers
3179
First National Advisers
Nebraska
$712M +$28.3M +4% 17% 87.9% 266 15.79% 2
SFG
3180
SageGuard Financial Group
Tennessee
$712M +$65.5M +10% 10.3% – 224 18.3% 0.6
Hexagon Capital Partners
3181
Hexagon Capital Partners
Arkansas
$711M +$28M +4% 8.06% 104% 282 15.6% 1.4
Findell Capital Management
3182
Findell Capital Management
New York
$710M +$369M +108% 75.2% – 21 52.38% 1
Trust Company of the South
3183
Trust Company of the South
North Carolina
$710M +$88.3M +14% 13.6% 70.2% 153 11.76% 1.9
Tulsa Wealth Advisors
3184
Tulsa Wealth Advisors
Oklahoma
$710M +$140M +25% 14.2% – 170 14.12% 0.3
Hamilton Point Investment Advisors
3185
Hamilton Point Investment Advisors
North Carolina
$710M +$60.9M +9% 15.6% 79.3% 203 13.3% 4.1
Chandler Asset Management
3186
Chandler Asset Management
California
$710M +$50.3M +8% 7.93% 35.6% 23 8.7% 5.7
Destiny Wealth Partners
3187
Destiny Wealth Partners
Florida
$709M -$206M -22% 12.6% 63.7% 1,158 85.23% 2.5
Monarch Alternative Capital
3188
Monarch Alternative Capital
New York
$707M -$924M -57% 49.9% 497% 12 58.33% 0.6
K.J. Harrison & Partners
3189
K.J. Harrison & Partners
Ontario, Canada
$706M +$97.5M +16% 17.4% 140% 280 39.64% 2.6
CBT
3190
Central Bank & Trust
Kentucky
$705M +$68.8M +11% 20.3% 118% 192 9.9% 7.7
Kelleher Financial Advisors
3191
Kelleher Financial Advisors
New York
$705M +$310M +78% 10.6% 72.4% 979 40.76% 1.1
Rivermont Capital Management
3192
Rivermont Capital Management
New York
$705M +$230M +48% 67% 555% 29 62.07% 0.5
Pacific Sage Partners
3193
Pacific Sage Partners
Washington
$705M +$68.9M +11% 7.88% 58.9% 133 13.53% 2.3
Vega Investment Solutions
3194
Vega Investment Solutions
France
$705M +$286M +68% 31.2% – 211 48.82% 0.9
DSG Capital Advisors
3195
DSG Capital Advisors
Minnesota
$704M +$78.9M +13% 16.9% – 127 10.24% 1.2
TFHU
3196
TLT Family Holdco ULC
$704M -$20.2M -3% 0.22% – 9 11.11% 0.9
PPI
3197
Platinum Paramount Investment
$704M +$14.5M +2% 2.21% – 3 33.33% 0.3
Talos Asset Management
3198
Talos Asset Management
New York
$703M +$118M +20% 112% – 37 70.27% 0.2
Market Street Wealth Management Advisors
3199
Market Street Wealth Management Advisors
Indiana
$703M +$68.7M +11% 9.64% 44% 122 14.75% 3.6
Global Wealth Management Investment Advisory
3200
Global Wealth Management Investment Advisory
Florida
$703M +$64.3M +10% 10.8% 67.5% 170 12.94% 4.3