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)
Sunbelt Securities
3476
Sunbelt Securities
Texas
$200M +$28.4M +17% 12.1% 83.5% 252 25% 1.6
RP Management
3477
RP Management
New York
$200M +$53.8M +37% 37% 208% 4 0% 0.3
Howard Capital Management
3478
Howard Capital Management
Georgia
$200M +$130M +186% 13.2% 144% 44 84.09% 0.2
White Pine Investment Company
3479
White Pine Investment Company
Michigan
$200M +$12.8M +7% 9.2% 73.3% 59 20.34% 3.2
Strategy Capital
3480
Strategy Capital
California
$199M +$108M +118% 31.6% 316% 12 41.67% 0.2
INVST
3481
INVST
Indiana
$199M +$21.6M +12% 10.6% 78.5% 83 46.99% 0.7
Thrive Capital Management (New York)
3482
Thrive Capital Management (New York)
New York
$199M -$400M -67% 16.3% 205% 2 0% 0.3
Deer VIII & Co
3483
Deer VIII & Co
New York
$199M -$75.2M -27% 44.7% – 2 100% 0
Morningstar Investment Management
3484
Morningstar Investment Management
Illinois
$199M +$72.7M +58% 9.44% 48.2% 19 15.79% 0.2
Aspire Private Capital
3485
Aspire Private Capital
North Carolina
$199M +$25.4M +15% 9.75% 49.6% 630 13.81% 0.2
Portland Investment Counsel
3486
Portland Investment Counsel
Ontario, Canada
$198M +$68.3M +52% 14.1% 108% 45 31.11% 2.8
Bard Associates
3487
Bard Associates
Illinois
$198M +$25.4M +15% 22.6% 241% 173 4.62% 3.7
Liberty Capital Management
3488
Liberty Capital Management
Michigan
$198M +$35.7M +22% 14.7% – 113 15.04% 3.7
Willow Creek Wealth Management
3489
Willow Creek Wealth Management
California
$198M +$10.2M +5% 5.28% – 72 8.33% 1.5
MYDA Advisors
3490
MYDA Advisors
New York
$198M +$140M +241% 31.9% 232% 150 82.67% 0.1
Princeton Capital Management
3491
Princeton Capital Management
New Jersey
$198M +$26.9M +16% 17.7% 206% 265 7.55% 1.5
O'Brien Greene & Co
3492
O'Brien Greene & Co
Pennsylvania
$198M +$30.3M +18% 14.4% 81.4% 120 20% 0.2
Atlas Venture Advisors
3493
Atlas Venture Advisors
Massachusetts
$198M +$8.6M +5% 8.82% 34.6% 5 0% 0.3
Silver Heights Capital Management
3494
Silver Heights Capital Management
Ontario, Canada
$198M +$48.3M +32% 35.8% 39.8% 6 0% 2.3
CIA
3495
CSat Investment Advisory
Michigan
$198M +$29.9M +18% 15.8% 87.4% 561 3.92% 0.8
Retirement Capital Strategies
3496
Retirement Capital Strategies
California
$198M +$19.5M +11% 8.78% 59% 52 17.31% 1.5
Shaker Financial Services
3497
Shaker Financial Services
Virginia
$197M +$20.3M +11% 12.1% 12.9% 149 38.93% 0.8
SHA
3498
Shelter Harbor Advisors
Connecticut
$197M -$4.95M -2% 11.5% – 34 58.82% 0.3
Patton Albertson Miller Group
3499
Patton Albertson Miller Group
Tennessee
$197M +$9.8M +5% 12% 117% 120 4.17% 3.7
SP
3500
StackLine Partners
New York
$197M +$50M +34% 24.5% 12.7% 19 31.58% 0.2