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)
AMI Investment Management
3551
AMI Investment Management
Indiana
$169M -$23.3M -12% 11.5% 47.9% 67 16.42% 3.1
NewFocus Financial Group
3552
NewFocus Financial Group
Washington
$169M -$15.7M -8% 13.7% 55.4% 90 24.44% 2.3
Triangle Securities Wealth Management
3553
Triangle Securities Wealth Management
North Carolina
$169M -$18.9M -10% 12.5% 83.6% 150 17.33% 3.7
BW
3554
Biegel & Waller
Maryland
$169M -$4.04M -2% 13.1% 28.2% 83 21.69% 1.3
Mittleman Investment Management
3555
Mittleman Investment Management
New York
$169M -$48M -22% 10.9% 11.6% 7 0% 3.6
Elm Ridge Management
3556
Elm Ridge Management
New York
$169M -$80.9M -32% 34.1% 93.6% 34 26.47% 2
Bourne Lent Asset Management
3557
Bourne Lent Asset Management
New York
$169M -$40.9M -19% 17.1% 76.1% 58 10.34% 3.2
Courage Miller Partners
3558
Courage Miller Partners
Virginia
$169M -$5.03M -3% 8.83% 43.5% 69 4.35% 4.2
Peddock Capital Advisors
3559
Peddock Capital Advisors
Massachusetts
$169M -$39M -19% 15.4% 113% 275 9.82% 2.6
PCA
3560
Prospect Capital Advisors
California
$168M -$36.7M -18% 10.9% 202% 32 31.25% 1.4
Maven Securities
3561
Maven Securities
Jersey
$168M -$104M -38% 5.73% 135% 213 91.55% 0.2
Boston Standard Wealth Management
3562
Boston Standard Wealth Management
Massachusetts
$168M -$15.8M -9% 9.49% 47.1% 32 15.63% 2.2
Wall Capital Group
3563
Wall Capital Group
Arizona
$168M -$27.1M -14% 13.5% – 27 11.11% 1.5
CIA
3564
CSat Investment Advisory
Michigan
$168M -$7.67M -4% 16.1% 87.4% 562 4.8% 0.6
Clifford Capital Partners
3565
Clifford Capital Partners
Utah
$168M +$62.4M +59% 14.9% 77.3% 37 24.32% 0.8
O'Brien Greene & Co
3566
O'Brien Greene & Co
Pennsylvania
$168M – – 12.2% 81.4% 107 – 0
Think Investments
3567
Think Investments
California
$168M -$108M -39% 23.8% 285% 12 25% 1.8
Chase Investment Counsel
3568
Chase Investment Counsel
Virginia
$168M -$26.3M -14% 9.78% 350% 116 45.69% 1.4
Permit Capital
3569
Permit Capital
Pennsylvania
$168M -$19.3M -10% 7.42% 121% 27 0% 4.2
Alliance Wealth Management Group
3570
Alliance Wealth Management Group
New Jersey
$168M -$15.8M -9% 7.74% – 58 17.24% 1.8
Blue Fin Capital
3571
Blue Fin Capital
Rhode Island
$167M -$34.5M -17% 12.3% 125% 132 13.64% 3.7
Quantamental Technologies
3572
Quantamental Technologies
New York
$167M – – 16.3% 24.2% 1,335 – 0
AC
3573
Aperimus Capital
California
$167M -$31.1M -16% 17.3% 44% 4 25% 5.5
Security Benefit Life Insurance Company
3574
Security Benefit Life Insurance Company
Kansas
$167M – – 10.3% 60.6% 9 – 0
Falcon Point Capital
3575
Falcon Point Capital
California
$167M -$298M -64% 19.4% 119% 120 23.33% 2