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)
Valicenti Advisory Services
3401
Valicenti Advisory Services
New York
$209M +$9.07M +5% 14.1% 134% 68 13.24% 3.3
AC
3402
AMS Capital
Brazil
$209M +$99.3M +90% 13% 63.1% 23 39.13% 0.4
Beck Capital Management
3403
Beck Capital Management
Texas
$209M +$92.5M +79% 18% 291% 109 50.46% 1.1
Timpani Capital Management
3404
Timpani Capital Management
Wisconsin
$209M +$30.9M +17% 31.4% 383% 119 51.26% 0.8
WoodTrust Financial
3405
WoodTrust Financial
Wisconsin
$209M +$32.1M +18% 11.9% 80.3% 76 11.84% 1.1
Argus Investors Counsel
3406
Argus Investors Counsel
New York
$209M +$17.5M +9% 12.8% 132% 74 13.51% 3.9
SNN
3407
Shen Neil Nanpeng
$209M +$27.5M +15% 15.4% 50.3% 6 50% 0.4
Holderness Investments Company
3408
Holderness Investments Company
North Carolina
$209M +$26M +14% 13% 144% 184 7.07% 2.8
U.S. Global Investors (USGI)
3409
U.S. Global Investors (USGI)
Texas
$209M +$35.8M +21% 10.8% 151% 205 53.66% 0.8
Hi-Line Capital Management
3410
Hi-Line Capital Management
South Dakota
$209M +$24.3M +13% 9.45% 57.5% 31 6.45% 0.3
Pacifica Capital Investments
3411
Pacifica Capital Investments
Texas
$209M +$14.2M +7% 11.8% 70.4% 23 8.7% 3.9
StepStone Group
3412
StepStone Group
California
$209M +$136M +186% 40.3% 107% 9 44.44% 1.4
SM
3413
Sabby Management
Florida
$208M -$246M -54% 34.6% 95.5% 151 62.25% 0.6
Harvey Capital Management
3414
Harvey Capital Management
Florida
$208M +$20.1M +11% 17.1% 147% 83 16.87% 3.1
Occidental Asset Management
3415
Occidental Asset Management
California
$208M +$31.1M +18% 10.5% 82.5% 155 18.71% 2.4
ADW Capital Management
3416
ADW Capital Management
Florida
$208M -$7.36M -3% 28.7% 78.2% 6 50% 0.2
Claar Advisors
3417
Claar Advisors
New York
$208M +$33.9M +19% 18.1% 65.5% 35 34.29% 1.1
Aubrey Capital Management
3418
Aubrey Capital Management
United Kingdom
$208M +$64.2M +45% 29.3% 319% 34 17.65% 0.7
Intrepid Capital Management
3419
Intrepid Capital Management
Florida
$208M +$26.3M +15% 10.2% 70.2% 58 27.59% 2
Stelac Advisory Services
3420
Stelac Advisory Services
New York
$208M +$2.67M +1% 11.2% 84.9% 116 6.9% 1.8
Sargent Investment Group
3421
Sargent Investment Group
Maryland
$208M +$44.9M +28% 16.9% 113% 137 11.68% 0.2
Jupiter Wealth Management
3422
Jupiter Wealth Management
Colorado
$208M – – 14% 99.2% 77 – 0
Interactive Financial Advisors
3423
Interactive Financial Advisors
Illinois
$208M +$14.6M +8% 9.12% 47.6% 131 32.06% 3.3
Bogart Wealth LLC
3424
Bogart Wealth LLC
Virginia
$207M +$6.94M +3% 11.4% 60.5% 388 14.18% 1.3
Riverpoint Wealth Management Holdings
3425
Riverpoint Wealth Management Holdings
Illinois
$207M +$27.1M +15% 12.8% 53.6% 68 11.76% 1.6