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)
Rempart Asset Management
3276
Rempart Asset Management
Canada
$503M -$35.5M -7% 1.26% 70.5% 36 2.78% 3.5
Breakwater Capital Group
3277
Breakwater Capital Group
New Jersey
$502M +$5.94M +1% 0.95% 67.4% 298 8.72% 1.5
Huber Capital Management
3278
Huber Capital Management
California
$502M +$4.54M +0.9% 3.3% 70.4% 106 7.55% 4.5
Winslow Asset Management
3279
Winslow Asset Management
Ohio
$502M -$39M -7% 1.24% 89.9% 80 5% 7
Convergence Financial
3280
Convergence Financial
Missouri
$501M +$30.4M +6% 2.5% 70.6% 172 16.28% 0.8
Dorchester Wealth Management
3281
Dorchester Wealth Management
Quebec, Canada
$501M -$46.9M -9% 0.17% 18.3% 169 17.75% 5.2
Paragon Capital Management (Colorado)
3282
Paragon Capital Management (Colorado)
Colorado
$501M -$8.99M -2% 3.71% 109% 209 12.44% 2.9
RWC Asset Advisors
3283
RWC Asset Advisors
Florida
$501M -$336M -40% 1.31% 267% 19 21.05% 2.8
Private Capital Management (Colorado)
3284
Private Capital Management (Colorado)
Colorado
$501M -$54.1M -10% 0.68% 20% 293 27.99% 2.8
ADAR1 Capital Management
3285
ADAR1 Capital Management
Texas
$500M -$115M -19% 5.02% – 330 49.39% 0.5
Cypress Wealth Services
3286
Cypress Wealth Services
California
$498M +$14.3M +3% 1.39% 82.7% 309 18.12% 2.4
Sierra Summit Advisors
3287
Sierra Summit Advisors
Nevada
$498M +$62.9M +14% 9.76% 302% 175 37.71% 0.7
Tobias Financial Advisors
3288
Tobias Financial Advisors
Florida
$497M -$1.49M -0.3% 2.16% 44.5% 115 10.43% 2.1
East Coast Asset Management
3289
East Coast Asset Management
Massachusetts
$497M +$6.32M +1% 5.34% 167% 78 5.13% 8.1
Virtue Capital Management
3290
Virtue Capital Management
Tennessee
$497M -$2.81M -0.6% 1.73% 97.9% 299 26.76% 2.1
NICM
3291
Neo Ivy Capital Management
New York
$496M +$188M +61% 1.17% – 427 77.75% 0.2
Gagnon Securities
3292
Gagnon Securities
New York
$496M -$8.05M -2% 7.64% 210% 105 16.19% 4.6
RA
3293
Resolute Advisors
California
$496M +$8.9M +2% 2.26% 36.7% 84 27.38% 1.9
Allied Investment Advisors
3294
Allied Investment Advisors
Montana
$496M -$8.66M -2% 1.17% 68.4% 80 8.75% 4
Shah Capital Management
3295
Shah Capital Management
North Carolina
$496M -$17.1M -3% 1.08% 287% 19 15.79% 4.1
Retirement Income Solutions
3296
Retirement Income Solutions
Michigan
$496M +$57.8M +13% 1.73% 60.8% 155 9.68% 3.5
Ramirez Asset Management
3297
Ramirez Asset Management
New York
$496M -$25.6M -5% 1.31% 86.8% 399 5.76% 1.1
Impact Partnership Wealth
3298
Impact Partnership Wealth
Georgia
$495M +$52.3M +12% 1.13% 47.3% 340 45% 0.6
Jackson Hole Capital Partners
3299
Jackson Hole Capital Partners
Oklahoma
$495M +$15.6M +3% 4.03% 71.4% 284 8.8% 3.9
Beverly Hills Private Wealth
3300
Beverly Hills Private Wealth
California
$495M +$188K +0% 1.67% 91.6% 359 13.37% 1.5