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)
Merck & Co
3776
Merck & Co
New Jersey
$526M +$177M +51% 62.4% – 14 7.14% 1.3
H2CM
3777
H/2 Credit Manager
Connecticut
$526M +$26.7M +5% 40.5% 97.4% 19 15.79% 3.3
Unio Capital
3778
Unio Capital
New Jersey
$526M +$59.8M +13% 18.8% 97.8% 22 18.18% 4.3
Shah Capital Management
3779
Shah Capital Management
North Carolina
$526M +$4.99M +1% 11.5% 287% 11 18.18% 5.5
West Michigan Advisors
3780
West Michigan Advisors
Michigan
$526M +$70.9M +16% 22.8% 86.6% 353 32.58% 1.8
Stevens Capital Partners
3781
Stevens Capital Partners
Nebraska
$526M +$110M +26% 14.8% 76.3% 168 31.55% 1.4
Beverly Hills Private Wealth
3782
Beverly Hills Private Wealth
California
$525M -$75.4M -13% 10.6% 91.6% 369 36.86% 2.4
Decagon Asset Management
3783
Decagon Asset Management
United Kingdom
$525M +$139M +36% 10.8% – 125 55.2% 0.3
A
3784
Alongside
Texas
$525M – – 9.6% – 190 – 0.2
Berkshire Bank
3785
Berkshire Bank
Massachusetts
$524M +$36.8M +8% 11.2% 76.2% 165 7.88% 3.8
DAFNA Capital Management
3786
DAFNA Capital Management
California
$524M +$84.8M +19% 38.5% 313% 96 22.92% 2.9
49 Wealth Management
3787
49 Wealth Management
Texas
$524M -$812M -61% 9.61% – 310 73.55% 0.7
Hedeker Wealth
3788
Hedeker Wealth
Illinois
$524M +$50.4M +11% 17.8% 161% 93 7.53% 3.3
Schwarz Dygos Wheeler Investment Advisors
3789
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$524M +$42.2M +9% 10.7% 74% 181 8.29% 4.3
Stieven Capital Advisors
3790
Stieven Capital Advisors
Missouri
$524M +$55.8M +12% 17.3% 117% 39 17.95% 4.2
III
3791
Independent Investors Inc
New York
$524M +$20M +4% 11.3% 94.5% 74 6.76% 8.8
WealthPLAN Partners
3792
WealthPLAN Partners
Nebraska
$523M +$5.48M +1% 12.3% 71.6% 250 20.8% 4.4
Newman Dignan & Sheerar Inc
3793
Newman Dignan & Sheerar Inc
Rhode Island
$523M +$47.8M +10% 12.7% 82.6% 205 10.24% 5.8
Wiser Wealth Management
3794
Wiser Wealth Management
Georgia
$523M +$59M +13% 11.5% 53% 77 27.27% 2.1
The Wealth Group
3795
The Wealth Group
Minnesota
$523M +$83.5M +19% 17.3% 71.9% 101 12.87% 1.7
Rockline Wealth Management
3796
Rockline Wealth Management
New York
$522M +$62.4M +14% 22.8% 176% 116 14.66% 1.7
Archer Investment Corporation
3797
Archer Investment Corporation
Indiana
$522M +$53.2M +11% 14.1% 76.1% 1,333 12.38% 3.5
Adams Wealth Management
3798
Adams Wealth Management
Utah
$522M +$66.8M +15% 25.2% 105% 153 9.15% 2.6
CA
3799
Crumly & Associates
Illinois
$522M +$46.3M +10% 12.3% 58.1% 219 19.18% 2.5
CH
3800
Canton Hathaway
Rhode Island
$522M +$26.1M +5% 13.7% 87.8% 298 15.1% 3.6