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
BWM
3426
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 16.4% 88% 143 21.68%
KS
3427
Karpas Strategies
Connecticut
$184M -$81.5M -31% 24.7% 16.1% 127 14.17%
APC
3428
Aspire Private Capital
North Carolina
$184M -$46.8M -20% 12.6% 49.6% 543 51.57%
PA
3429
Parkside Advisors
California
$184M -$39.5M -18% 12.8% 36.7% 74 25.68%
BSWM
3430
Boston Standard Wealth Management
Massachusetts
$184M -$39.9M -18% 14.2% 42.9% 32 3.13%
OAJ
3431
Ogorek Anthony Joseph
New York
$184M -$21.2M -10% 12.5% 61.1% 235 14.47%
FA
3432
FMA Advisory
Pennsylvania
$184M -$65M -26% 20.7% 46.7% 159 13.84%
WC
3433
Winmill & Co
New Hampshire
$184M -$109M -37% 27.3% 146% 121 23.97%
GKFF
3434
George Kaiser Family Foundation
Oklahoma
$184M -$142M -43% 40.9% 106% 30 33.33%
HIP
3435
Harrell Investment Partners
Texas
$184M -$35.7M -16% 17.3% 105% 91 24.18%
S
3436
Surevest
California
$184M -$50.4M -22% 16.6% 24.6% 150 38.67%
JJIJ
3437
Johnson & Johnson Innovation - JJDC
New Jersey
$184M -$93.6M -34% 41.4% 12 8.33%
HFBOT
3438
Home Federal Bank of Tennessee
Tennessee
$184M -$55.2M -23% 22% 65.2% 71 15.49%
RMAM
3439
Raab & Moskowitz Asset Management
New Jersey
$184M -$69.4M -27% 17.1% 75% 570 76.49%
BA
3440
Birinyi Associates
Connecticut
$184M -$58M -24% 13.3% 113% 82 24.39%
AC
3441
Avestar Capital
New York
$183M +$6.02M +3% 10.2% 101% 204 43.63%
RCS
3442
Retirement Capital Strategies
California
$183M -$27.3M -13% 6.8% 59% 62 48.39%
IPGDR
3443
Investidor Profissional Gestao de Recursos
Brazil
$183M -$54.7M -23% 17.1% 51.8% 23 39.13%
WIM
3444
Wittenberg Investment Management
Massachusetts
$183M -$74.9M -29% 28.2% 89.9% 84 14.29%
CCM
3445
Castine Capital Management
Massachusetts
$183M -$213M -54% 40.2% 13.9% 50 42%
GJCM
3446
Grand Jean Capital Management
California
$183M -$78.4M -30% 14% 61.4% 40 27.5%
BOS
3447
Bank of Stockton
California
$183M -$53.1M -23% 18.8% 92.3% 104 4.81%
PCI
3448
Pacifica Capital Investments
Texas
$183M -$41.6M -19% 32.8% 70.4% 22 9.09%
PVWM
3449
Point View Wealth Management
New Jersey
$183M -$58.8M -24% 24.1% 27% 286 14.34%
BO
3450
Bank OZK
Arkansas
$182M -$70.7M -28% 23.3% 112% 133 10.53%