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)
IC
3401
Immersion Capital
United Kingdom
$323M +$56.9M +21% 3.61% 63.4% 11 54.55% 1
Shay Capital
3402
Shay Capital
New York
$323M -$140M -30% 9.18% 166% 474 67.51% 0.4
EJF Capital
3403
EJF Capital
Virginia
$323M -$322M -50% 4.55% 127% 125 29.6% 1.8
Boston Research & Management
3404
Boston Research & Management
Massachusetts
$323M +$29.7M +10% 12.2% 53.2% 107 5.61% 7.1
WM
3405
Wishbone Management
Illinois
$323M -$24.2M -7% 8.88% 58.7% 13 53.85% 0.7
NFC Investments
3406
NFC Investments
Tennessee
$323M -$48.5M -13% 16% – 38 15.79% 5.1
venBio Partners
3407
venBio Partners
California
$323M -$110M -25% 10.2% 564% 8 12.5% 1.6
SFS
3408
Security Financial Services
Indiana
$322M +$29.1M +10% 7.3% 67.7% 143 16.08% 0.8
BCA
3409
Bray Capital Advisors
Florida
$322M +$2.87M +0.9% 6.94% 36.6% 300 13.33% 4.7
Sargent Investment Group
3410
Sargent Investment Group
Maryland
$322M +$786K +0.2% 5.89% 113% 210 18.1% 2.5
SFE Investment Counsel
3411
SFE Investment Counsel
California
$321M +$4.06M +1% 8.34% 114% 119 10.92% 5
Steadview Capital Management
3412
Steadview Capital Management
United Kingdom
$321M -$32.3M -9% 3.76% 839% 12 8.33% 1.5
FCA
3413
FLC Capital Advisors
California
$321M +$33.6M +12% 7.05% 59.3% 176 22.16% 2.4
AW
3414
Avion Wealth
Texas
$321M -$291K -0.1% 6.02% 45.4% 557 0.54% 1.7
High Falls Advisors
3415
High Falls Advisors
New York
$321M +$16M +5% 6.41% 56.9% 120 15% 2.6
Frank Rimerman Advisors
3416
Frank Rimerman Advisors
California
$321M +$43.9M +16% 4.22% 149% 102 14.71% 1.4
Ironwood Financial
3417
Ironwood Financial
Arizona
$321M +$19.4M +6% 5.76% 54.1% 140 20% 4.4
Sage Rock Capital Management
3418
Sage Rock Capital Management
New York
$321M -$130M -29% 2.64% 13% 285 36.14% 0.7
Kirr Marbach & Co
3419
Kirr Marbach & Co
Indiana
$321M +$25.6M +9% 13% 121% 50 14% 4.1
Lavaca Capital
3420
Lavaca Capital
Texas
$320M +$42M +15% 9.47% 46.5% 182 32.42% 1.4
Monetary Management Group
3421
Monetary Management Group
Missouri
$320M +$16.8M +6% 9.31% 138% 353 8.78% 5.5
Allied Investment Advisors
3422
Allied Investment Advisors
Montana
$320M +$51.7M +19% 16.5% 68.4% 58 6.9% 3.7
Kentucky Farm Bureau Mutual Insurance
3423
Kentucky Farm Bureau Mutual Insurance
Kentucky
$320M +$25.1M +9% 9.72% 83.3% 78 0% 4.7
Vise Technologies
3424
Vise Technologies
New York
$320M +$54.1M +20% 8.84% – 345 19.13% 0.6
Delta Air Lines
3425
Delta Air Lines
Georgia
$319M +$64.4M +25% 9.47% 5.3% 5 20% 0.8