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)
BHK Investment Advisors
3801
BHK Investment Advisors
Alabama
$165M +$31.8M +24% 11.1% 54.6% 91 25.27% 0.8
Rezny Wealth Management
3802
Rezny Wealth Management
Florida
$165M +$21.1M +15% 11.3% 99.6% 15 6.67% 2.2
Voce Capital Management
3803
Voce Capital Management
California
$165M +$20M +14% 2.83% 69.2% 12 33.33% 1.1
HCM
3804
Hudson Capital Management
New Jersey
$164M +$26.9M +20% 9.65% 66.8% 81 8.64% 1
GCM
3805
Grisanti Capital Management
New York
$164M +$10.3M +7% 15.1% 17.9% 70 24.29% 2.4
Diker Management
3806
Diker Management
New York
$164M -$73.8M -31% 6.92% 210% 63 58.73% 1.9
Context Capital Management
3807
Context Capital Management
California
$164M -$13M -7% 0.43% 3.38% 91 23.08% 0.5
Malaga Cove Capital
3808
Malaga Cove Capital
California
$163M +$18.6M +13% 13.7% 97.3% 183 21.86% 1.3
Frisch Financial Group
3809
Frisch Financial Group
New York
$163M +$20.5M +14% 11.4% 66.6% 113 23.89% 0.2
Long Road Investment Counsel
3810
Long Road Investment Counsel
Michigan
$163M +$32.5M +25% 15.9% 53.8% 73 12.33% 3.4
CSA
3811
Cottage Street Advisors
Massachusetts
$163M +$12.9M +9% 11.4% 95.8% 101 11.88% 2.2
WA
3812
Wealthstar Advisors
Texas
$163M +$29.3M +22% 12.2% – 63 12.7% 0.8
Robertson Opportunity Capital
3813
Robertson Opportunity Capital
Texas
$163M +$22.9M +16% 22.8% 93.4% 26 3.85% 3.4
REDW Wealth
3814
REDW Wealth
New Mexico
$163M +$17.6M +12% 9.67% 54.1% 87 9.2% 1.7
Bison Wealth
3815
Bison Wealth
Georgia
$163M +$25.3M +18% 12.9% 37.4% 234 17.09% 2.4
Blankinship & Foster
3816
Blankinship & Foster
California
$163M +$14.1M +9% 12.4% 67.1% 49 12.24% 1.4
Prestige Wealth Management Group
3817
Prestige Wealth Management Group
New Jersey
$163M +$27M +20% 9.83% 55.8% 1,336 64.52% 0.2
Semper Augustus Investments Group
3818
Semper Augustus Investments Group
Colorado
$163M +$7.11M +5% 7.32% 95.4% 29 6.9% 4.2
G&S Capital
3819
G&S Capital
Colorado
$163M +$52.3M +47% 9.26% 85.6% 254 29.13% 0.9
Surevest
3820
Surevest
California
$162M +$35.8M +28% 10.1% 24.6% 147 21.77% 0.2
Brookmont Capital Management
3821
Brookmont Capital Management
Texas
$162M +$15.5M +11% 11.3% 32.2% 69 1.45% 3.7
Mass General Brigham
3822
Mass General Brigham
Massachusetts
$162M +$18.8M +13% 13.1% – 1 0% 0.3
Measured Wealth Private Client Group
3823
Measured Wealth Private Client Group
New Hampshire
$162M +$52M +47% 11.1% 84.3% 177 41.81% 0.6
First United Bank & Trust
3824
First United Bank & Trust
Maryland
$162M +$19.6M +14% 13.3% 78% 122 9.84% 3.6
Beech Hill Advisors
3825
Beech Hill Advisors
New York
$162M +$1.33M +0.8% 11.2% 105% 72 15.28% 2.7