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)
Wilson Asset Management
3651
Wilson Asset Management
Australia
$382M -$5.62M -1% 3.39% 58% 30 23.33% 1.5
RS Crum Inc
3652
RS Crum Inc
California
$382M +$14.9M +4% 0.34% 54.2% 96 16.67% 1.7
AMANSA Capital
3653
AMANSA Capital
Singapore
$381M +$89.8M +31% 11.4% 115% 3 0% 0.8
Battery Management Corp
3654
Battery Management Corp
Massachusetts
$381M -$72.6M -16% 15.6% 45.1% 5 0% 2.7
Impact Partnership Wealth
3655
Impact Partnership Wealth
Georgia
$381M +$128M +51% 0.05% 47.3% 727 75.38% 0.7
Harvey Capital Management
3656
Harvey Capital Management
Florida
$380M +$38.7M +11% 11.1% 147% 83 14.46% 4.2
Liquid Strategies
3657
Liquid Strategies
Georgia
$380M -$6.3M -2% 1.82% 46.8% 15 13.33% 1.9
Arista Wealth Management
3658
Arista Wealth Management
Nevada
$380M +$249M +190% 2.2% 60.1% 66 48.48% 0.6
RDST Capital
3659
RDST Capital
Washington
$380M -$22.1M -5% 0.04% 43% 20 25% 1.5
DoubleLine ETF Adviser
3660
DoubleLine ETF Adviser
Florida
$380M -$12.8M -3% 1.52% 51.6% 247 48.99% 0.7
Altrius Capital Management
3661
Altrius Capital Management
North Carolina
$380M -$16.9M -4% 3.21% 43.8% 92 7.61% 1.8
Wright Investors Service
3662
Wright Investors Service
Connecticut
$380M -$14.8M -4% 3.78% 146% 163 26.99% 4.1
Burt Wealth Advisors
3663
Burt Wealth Advisors
Maryland
$379M -$14.9M -4% 2.19% 57.3% 124 14.52% 5.2
Canal Insurance Company
3664
Canal Insurance Company
South Carolina
$379M -$11.1M -3% 0.95% 114% 100 22% 5
Balboa Wealth Partners
3665
Balboa Wealth Partners
Arizona
$379M +$39.1M +12% 8.57% 214% 351 30.48% 1
GPI Capital
3666
GPI Capital
New York
$379M -$67.5M -15% 17.5% 261% 5 0% 2.9
First Reserve GP XIII
3667
First Reserve GP XIII
Connecticut
$379M +$11.4M +3% 3.12% 5.56% 1 0% 0.5
Monetary Management Group
3668
Monetary Management Group
Missouri
$378M +$19.3M +5% 6.77% 138% 333 6.61% 6.8
Convergence Financial
3669
Convergence Financial
Missouri
$378M +$136M +56% 2.42% 70.6% 151 70.2% 0.4
Elequin Capital
3670
Elequin Capital
New York
$378M -$143M -27% 3.72% 52.4% 392 89.54% 0.1
Gifford Fong Associates
3671
Gifford Fong Associates
California
$377M +$14.8M +4% 5.73% 180% 129 2.33% 5.6
Encompass Wealth Advisors
3672
Encompass Wealth Advisors
Oregon
$377M +$727K +0.2% 1.97% 68.7% 330 23.03% 2.2
Progressive Investment Management
3673
Progressive Investment Management
Oregon
$377M +$12.8M +4% 7.28% 139% 64 10.94% 4.2
Ackerman Capital Advisors
3674
Ackerman Capital Advisors
Texas
$377M +$15.3M +4% 1.64% 40.4% 110 20.91% 3
IBOK
3675
Independence Bank of Kentucky
Kentucky
$377M +$43.3M +13% 2.49% 94.3% 551 8.35% 3.6