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)
KB Financial Partners
3401
KB Financial Partners
New Jersey
$340M +$47.4M +16% 6.16% – 610 7.87% 1.3
VC
3402
Vision Capital
Ontario, Canada
$340M -$195M -36% 6.03% 19.8% 14 50% 1.1
NAMP
3403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$340M +$23.2M +7% 9.39% 90.2% 149 8.05% 5.6
Legion Partners Asset Management
3404
Legion Partners Asset Management
California
$340M +$13.7M +4% 16.4% 206% 16 18.75% 2.2
Mandatum Life Insurance Company
3405
Mandatum Life Insurance Company
Finland
$340M +$10.4M +3% 8.81% 108% 72 12.5% 4.6
ADW Capital Management
3406
ADW Capital Management
Florida
$340M +$70.4M +26% 12.7% 78.2% 8 12.5% 2.7
MONECO Advisors
3407
MONECO Advisors
Connecticut
$340M +$63.3M +23% 6.02% 77.7% 331 21.45% 1.9
True North Advisors
3408
True North Advisors
Texas
$340M +$46.7M +16% 5.51% 82.9% 209 23.92% 1.8
PTB
3409
Pioneer Trust Bank
Oregon
$340M +$9.9M +3% 4.93% 61.4% 78 1.28% 6.4
Monetary Management Group
3410
Monetary Management Group
Missouri
$340M +$19.6M +6% 9.56% 138% 351 7.41% 5.6
RC
3411
Reik & Co
New York
$340M -$7.52M -2% 3.44% 47.2% 52 3.85% 7
KMWM
3412
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 4.11% – 197 13.71% 2.7
Independent Solutions Wealth Management
3413
Independent Solutions Wealth Management
New York
$339M +$11M +3% 7.02% 125% 228 14.47% 2.2
Engine Capital Management
3414
Engine Capital Management
New York
$339M -$3.55M -1% 10.3% 21.1% 46 30.43% 1.2
Callodine Capital Management
3415
Callodine Capital Management
Massachusetts
$339M +$3.08M +0.9% 3.49% 53.8% 50 24% 1.5
HT Partners
3416
HT Partners
Connecticut
$339M +$34.3M +11% 5.91% 71.1% 53 16.98% 3.9
Alpha DNA Investment Management
3417
Alpha DNA Investment Management
Maryland
$339M +$55.7M +20% 8.15% 134% 217 63.59% 0.4
Gries Financial
3418
Gries Financial
Ohio
$338M +$37.1M +12% 4.4% 71.3% 174 19.54% 1.2
GTC
3419
Ghost Tree Capital
New York
$338M +$104M +44% 10.9% 265% 65 56.92% 0.7
Mitchell Sinkler & Starr
3420
Mitchell Sinkler & Starr
Pennsylvania
$338M +$27.6M +9% 4.07% 85.6% 160 24.38% 4.3
Kerrisdale Advisers
3421
Kerrisdale Advisers
Florida
$338M +$528K +0.2% 3.59% 78.8% 112 41.96% 0.7
Wellspring Financial Advisors
3422
Wellspring Financial Advisors
Ohio
$337M +$36.4M +12% 4.9% 77.2% 135 11.11% 1.7
Vector Capital Management
3423
Vector Capital Management
California
$337M -$61.8M -15% 9.8% 42.7% 7 14.29% 1.3
CRA Financial Services
3424
CRA Financial Services
New Jersey
$337M +$31.2M +10% 9.21% 91.9% 213 8.45% 2.7
Berkshire Bank
3425
Berkshire Bank
Massachusetts
$337M +$9.5M +3% 6.87% 76.2% 138 6.52% 2