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)
Mirador Capital Partners
3626
Mirador Capital Partners
California
$184M +$22.6M +14% 10.7% 120% 152 19.08% 1.7
LeJeune Puetz Investment Counsel
3627
LeJeune Puetz Investment Counsel
Michigan
$184M +$23.7M +15% 11.4% 64.1% 174 5.75% 1.8
Global Strategic Investment Solutions
3628
Global Strategic Investment Solutions
Arizona
$184M +$66.6M +57% 11.4% 56.8% 62 25.81% 0.2
EnCap Energy Capital Fund VIII
3629
EnCap Energy Capital Fund VIII
Texas
$184M +$7.38M +4% 4.36% 6.16% 3 0% 1.6
Brewin Dolphin Wealth Management
3630
Brewin Dolphin Wealth Management
Ireland
$184M +$18.7M +11% 12.3% 47.5% 192 6.77% 1.3
Farmers National Bank
3631
Farmers National Bank
Kentucky
$184M – – 11.6% – 347 – 1.8
Falcon Point Capital
3632
Falcon Point Capital
California
$184M +$16.2M +10% 16.3% 119% 117 21.37% 1.9
WEO
3633
William E. Oberndorf
$183M +$25.1M +16% 30.6% 36.2% 8 12.5% 2.4
Caerus Investors
3634
Caerus Investors
New York
$183M -$7.68M -4% 10.7% – 67 68.66% 0.3
BMT Investment Advisors
3635
BMT Investment Advisors
Pennsylvania
$183M +$25.3M +16% 14.7% – 81 1.23% 1.4
Toronado Partners
3636
Toronado Partners
California
$183M +$67.5M +58% 32.1% 158% 14 28.57% 0.2
Intelligence Driven Advisers
3637
Intelligence Driven Advisers
California
$183M +$24.8M +16% 11.3% 65.6% 105 19.05% 0.2
NYL Investors
3638
NYL Investors
New York
$183M +$11.5M +7% 8.83% 12.7% 26 7.69% 0.6
Beddow Capital Management
3639
Beddow Capital Management
Wyoming
$182M -$671K -0.4% 12.6% 50.7% 49 16.33% 3.9
Cloverdale Capital Management
3640
Cloverdale Capital Management
Texas
$182M +$40.4M +29% 23.3% 20.8% 18 44.44% 0.5
CWM
3641
Cordatus Wealth Management
Pennsylvania
$182M +$41.8M +30% 15.5% 108% 134 35.07% 0.2
ECM
3642
EII Capital Management
New York
$182M +$5.25M +3% 14.1% 46.9% 246 30.89% 1.8
Cooper Financial Group
3643
Cooper Financial Group
California
$182M +$34M +23% 10.7% 87.2% 118 22.03% 0.2
Aquamarine Capital Management
3644
Aquamarine Capital Management
New York
$181M +$3.58M +2% 14.4% 23% 14 21.43% 3.6
BLA
3645
Balter Liquid Alternatives
Massachusetts
$181M +$37.2M +26% 16.4% 76.7% 271 52.4% 0.6
Flowering Tree Investment Management
3646
Flowering Tree Investment Management
Singapore
$181M +$30.2M +20% 25.9% 47.4% 5 40% 3.3
Peninsula Wealth
3647
Peninsula Wealth
California
$181M +$20.4M +13% 12.9% 30% 30 10% 0.9
Winch Advisory Services
3648
Winch Advisory Services
Wisconsin
$181M +$1.11M +0.6% 15.2% 80.8% 421 17.58% 2.1
Quadrant Capital Management
3649
Quadrant Capital Management
New Jersey
$181M +$28.7M +19% 13.8% 50.3% 82 10.98% 2.8
WESPAC Advisors SoCal
3650
WESPAC Advisors SoCal
California
$181M +$22.3M +14% 13.1% 135% 378 30.16% 0.8