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)
Regatta Capital Group
3676
Regatta Capital Group
California
$315M +$34M +12% 8.25% 78.1% 185 15.14% 1.3
Hudson Edge Investment Partners
3677
Hudson Edge Investment Partners
New Jersey
$314M -$7.55M -2% 1.49% 68.6% 136 16.18% 4.7
Concentric Wealth Management
3678
Concentric Wealth Management
California
$314M +$12.2M +4% 5.27% 33.4% 121 4.96% 4.8
BFM
3679
Blacksheep Fund Management
Ireland
$314M -$41.8M -12% 13.5% 71.5% 5 20% 2.2
Aspire Private Capital
3680
Aspire Private Capital
North Carolina
$314M +$13M +4% 3.38% 49.6% 692 7.37% 2.4
Formula Growth
3681
Formula Growth
Quebec, Canada
$314M +$3.57M +1% 6.26% 118% 157 31.85% 2.8
First International Bank & Trust
3682
First International Bank & Trust
North Dakota
$314M +$12.1M +4% 3.24% 38.6% 88 2.27% 1.2
Kingswood Wealth Advisors
3683
Kingswood Wealth Advisors
California
$314M – – 7.73% 134% 267 – 0
Monument Capital Management
3684
Monument Capital Management
Virginia
$314M +$14.9M +5% 8.34% 170% 177 27.12% 1.9
Long Run Wealth Advisors
3685
Long Run Wealth Advisors
New York
$313M +$19.5M +7% 4.02% 50.5% 101 12.87% 1.2
Steward Financial Group
3686
Steward Financial Group
Texas
$313M +$12.9M +4% 3.72% – 1,106 81.83% 0.3
Versant Capital Management
3687
Versant Capital Management
Arizona
$313M +$15.3M +5% 3.24% 97.3% 2,102 18.79% 4
Curtis Advisory Group
3688
Curtis Advisory Group
California
$313M +$38.9M +14% 9.32% 67.6% 93 8.6% 2.2
Delta Air Lines
3689
Delta Air Lines
Georgia
$313M +$13.6M +5% 40.8% 5.3% 5 0% 1.3
VCM
3690
V3 Capital Management
Texas
$313M -$34M -10% 0.23% 20.5% 13 38.46% 1.1
Financial Strategies Group
3691
Financial Strategies Group
Michigan
$313M +$52.9M +20% 3.95% 44.9% 80 11.25% 2.5
Roberts, Glore & Co
3692
Roberts, Glore & Co
Illinois
$313M +$13.4M +4% 5.59% 72.3% 204 4.41% 5.5
Headlands Technologies
3693
Headlands Technologies
Illinois
$313M +$162M +108% 6.02% 158% 1,056 80.68% 0.1
Geisinger Health
3694
Geisinger Health
Pennsylvania
$312M -$99.4M -24% 0.02% – 5 0% 0.5
Clear Sky Carbon Solutions Investment Management
3695
Clear Sky Carbon Solutions Investment Management
Texas
$312M -$81.1M -21% 7.6% – 76 51.32% 0.6
United Capital Management of KS
3696
United Capital Management of KS
Kansas
$312M +$43.9M +16% 19.8% 272% 88 15.91% 2.8
Perry Creek Capital
3697
Perry Creek Capital
New York
$312M -$6.23M -2% 2.34% 51.2% 16 0% 2.3
Hunting Hill Global Capital
3698
Hunting Hill Global Capital
New York
$312M +$185M +145% 4.16% 132% 133 60.9% 0.3
Clearstead Trust
3699
Clearstead Trust
Maine
$311M -$2.01M -0.6% 9.48% 111% 405 11.6% 1.9
VR Advisory Services
3700
VR Advisory Services
Cayman Islands
$311M +$4.16M +1% 13.9% 89.7% 67 13.43% 1.9