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)
Integrated Investment Consultants
3526
Integrated Investment Consultants
Michigan
$375M +$33.6M +10% 6.54% 70.2% 312 13.78% 2.4
Abacus Planning Group
3527
Abacus Planning Group
South Carolina
$374M +$60.4M +19% 7.94% 67.8% 219 15.53% 2.2
Ullmann Wealth Partners Group
3528
Ullmann Wealth Partners Group
Florida
$374M +$121M +48% 7.36% 68% 92 14.13% 2.5
Bulldog Investors
3529
Bulldog Investors
New Jersey
$374M +$21.5M +6% 1.07% 22.5% 364 50% 0.6
Graham Holdings Co Master Retirement Trust
3530
Graham Holdings Co Master Retirement Trust
Virginia
$374M – – 9.55% 46% 2 – 0
Simon Quick Advisors
3531
Simon Quick Advisors
New Jersey
$374M -$14.8M -4% 8.15% 77.8% 431 14.15% 2.5
Retirement Income Solutions
3532
Retirement Income Solutions
Michigan
$374M +$75.4M +25% 9.24% 60.8% 115 17.39% 2.3
First Sabrepoint Capital Management
3533
First Sabrepoint Capital Management
Texas
$374M -$2.75M -0.7% 1.52% 218% 35 22.86% 1.2
Leelyn Smith
3534
Leelyn Smith
Illinois
$374M +$28.5M +8% 7.63% 86% 421 19.24% 1.4
Essex LLC
3535
Essex LLC
Illinois
$374M +$13.1M +4% 3.6% 91.4% 175 5.71% 0.2
Bourne Lent Asset Management
3536
Bourne Lent Asset Management
New York
$374M +$25.4M +7% 9.25% 95.1% 63 6.35% 4.7
Teza Capital Management
3537
Teza Capital Management
Illinois
$374M +$166M +80% 8.94% 133% 564 69.5% 0.3
CoreView Capital Management
3538
CoreView Capital Management
Hong Kong
$374M – – 8.35% 50.9% 11 – 0.5
Bar Harbor Trust Services
3539
Bar Harbor Trust Services
Maine
$373M +$53.4M +17% 12.2% 86.4% 134 8.96% 2.8
Single Point Partners
3540
Single Point Partners
Massachusetts
$373M +$328M +716% 6.15% 56.4% 89 71.91% 0.3
LPC
3541
Lion Point Capital
New York
$373M -$160M -30% 3.37% 319% 48 54.17% 0.9
IFS
3542
Ifrah Financial Services
Arkansas
$373M +$25.1M +7% 6.96% 64.1% 227 11.45% 3.4
West Financial Advisors
3543
West Financial Advisors
Iowa
$373M +$31.2M +9% 4.8% 49.1% 178 16.85% 0.8
Sourcerock Group
3544
Sourcerock Group
Colorado
$373M +$92.5M +33% 2.42% 59.1% 20 45% 0.5
Truxt Investmentos
3545
Truxt Investmentos
Brazil
$372M -$347M -48% 21.3% – 20 70% 0.5
AP
3546
Arlington Partners
Alabama
$372M +$25M +7% 8.03% 46.4% 712 52.39% 0.7
Northwest Quadrant Wealth Management
3547
Northwest Quadrant Wealth Management
Oregon
$372M +$23.4M +7% 5.49% 45.6% 66 4.55% 3.4
Greylock 15
3548
Greylock 15
California
$372M -$115M -24% 9.83% 17.8% 3 0% 0.4
Vantage Consulting Group
3549
Vantage Consulting Group
Virginia
$372M -$95M -20% 7.93% 261% 244 20.9% 0.6
Peninsula Wealth
3550
Peninsula Wealth
California
$372M +$56.8M +18% 7.39% 30% 66 63.64% 0.9