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)
Ararat Capital Management
3576
Ararat Capital Management
Connecticut
$314M +$13.5M +4% 9.61% 99.2% 24 33.33% 1.1
Advisors Management Group
3577
Advisors Management Group
Wisconsin
$314M +$48.8M +18% 3.32% 132% 157 14.65% 3.6
Clearstead Trust
3578
Clearstead Trust
Maine
$313M +$13.5M +4% 11.1% 124% 405 12.35% 1.8
Westwind Capital
3579
Westwind Capital
New Mexico
$313M +$19.1M +6% 12.2% 87.6% 43 23.26% 3
Pacifica Capital Investments
3580
Pacifica Capital Investments
Texas
$313M +$2.94M +0.9% 8.68% 69.8% 20 15% 6.2
Cliffwater
3581
Cliffwater
California
$313M -$42.4M -12% 1.95% 29.4% 26 0% 4.4
Austin Asset Management
3582
Austin Asset Management
Texas
$312M +$34.6M +12% 3.94% 93.4% 63 26.98% 1
State of Wyoming
3583
State of Wyoming
Wyoming
$312M +$11.2M +4% 7.82% 135% 1,842 30.94% 0.9
Rainey & Randall Wealth Advisors
3584
Rainey & Randall Wealth Advisors
Florida
$312M +$27.6M +10% 5.2% 52.3% 46 17.39% 2.5
InceptionR
3585
InceptionR
California
$312M +$122M +64% 3.42% 62.9% 630 77.14% 0.1
Newman Dignan & Sheerar Inc
3586
Newman Dignan & Sheerar Inc
Rhode Island
$312M +$9.6M +3% 5.44% 82.6% 203 8.87% 4.7
Bulldog Investors
3587
Bulldog Investors
New Jersey
$311M -$21.4M -6% 2.63% 22.5% 336 38.99% 0.9
Retireful LLC
3588
Retireful LLC
Michigan
$311M +$102M +48% 2.64% 437% 70 95.71% 0
Pacific Sage Partners
3589
Pacific Sage Partners
Washington
$311M +$9.7M +3% 8.04% 58.9% 93 11.83% 0.2
Formula Growth
3590
Formula Growth
Quebec, Canada
$310M -$42.6M -12% 13.2% 118% 156 34.62% 2.8
O'Dell Group
3591
O'Dell Group
Ohio
$310M +$27.5M +10% 5.66% 72.2% 79 15.19% 2.5
tru Independence
3592
tru Independence
Oregon
$310M +$1.85M +0.6% 4.6% 67.4% 125 12% 1.7
Opes Wealth Management
3593
Opes Wealth Management
California
$310M +$34.9M +13% 8.61% 54.1% 116 18.1% 2.2
MHR
3594
Matthew Hamilton Rosenberg
$310M +$14.8M +5% 4.45% 52% 950 3.16% 1.9
Chan Zuckerberg Initiative
3595
Chan Zuckerberg Initiative
California
$310M -$53.2M -15% 4.07% 59% 5 20% 0.2
Progressive Investment Management
3596
Progressive Investment Management
Oregon
$310M +$51.9M +20% 15.2% 139% 63 12.7% 3.5
Adams Wealth Management
3597
Adams Wealth Management
Utah
$310M +$26.6M +9% 8.53% 105% 115 25.22% 1.7
Whitegate Investment Counselors
3598
Whitegate Investment Counselors
New Hampshire
$310M +$16.7M +6% 3.78% 51% 63 6.35% 5.9
LMG Wealth Partners
3599
LMG Wealth Partners
Louisiana
$310M +$7.16M +2% 3.12% 96.1% 112 11.61% 0.2
Astor Investment Management
3600
Astor Investment Management
Illinois
$310M -$17.5M -5% 2.05% 23.3% 28 35.71% 1.8