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)
SMI Advisory Services
3801
SMI Advisory Services
Indiana
$356M -$39M -10% 6.39% 80.7% 91 76.92% 0.6
Corsair Capital Management
3802
Corsair Capital Management
New York
$356M +$45.1M +14% 18.4% 435% 107 32.71% 2
SEP
3803
Southland Equity Partners
Missouri
$356M +$36.2M +11% 5.45% 66.1% 217 11.52% 2.1
Spinnaker Investment Group
3804
Spinnaker Investment Group
California
$356M +$26.6M +8% 6.34% 56.9% 92 14.13% 1.6
L.M. Kohn & Company
3805
L.M. Kohn & Company
Ohio
$356M +$42.6M +14% 9.82% 97.9% 282 15.96% 1.4
Turiya Advisors Asia
3806
Turiya Advisors Asia
Hong Kong
$356M -$6.76M -2% 11.6% 247% 6 50% 0.8
Sterling Investment Advisors (Pennsylvania)
3807
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$356M +$34.6M +11% 8.21% 111% 146 11.64% 4.7
Financial Gravity Asset Management
3808
Financial Gravity Asset Management
Texas
$355M -$494K -0.1% 4.29% – 1,385 18.99% 1.8
GWM
3809
GSB Wealth Management
Connecticut
$355M +$30.1M +9% 7.38% 69.8% 218 6.88% 2.5
Univest Financial
3810
Univest Financial
Pennsylvania
$355M +$17.2M +5% 6.76% 96.9% 140 22.14% 4.1
Doliver Advisors
3811
Doliver Advisors
Texas
$355M +$29.4M +9% 13.1% 92.3% 148 8.78% 3.5
Whitegate Investment Counselors
3812
Whitegate Investment Counselors
New Hampshire
$355M +$27.1M +8% 7.23% 51% 64 7.81% 6.4
Sector Gamma AS
3813
Sector Gamma AS
Norway
$355M -$57.3M -14% 4.85% 35.3% 33 24.24% 2.7
Monarch Capital Management
3814
Monarch Capital Management
Indiana
$354M +$24.2M +7% 8.71% 77% 116 3.45% 7.6
Unique Wealth
3815
Unique Wealth
Florida
$354M +$45.4M +15% 8.64% 68.5% 89 12.36% 0.9
Vectors Research Management
3816
Vectors Research Management
New York
$354M -$911K -0.3% 6.54% 67.3% 144 11.11% 3.9
Knightsbridge Asset Management
3817
Knightsbridge Asset Management
California
$354M $0 0% 11.2% 150% 120 0% 2.4
Sunburst Financial Group
3818
Sunburst Financial Group
Alabama
$354M +$30.5M +9% 6.86% 55.7% 115 14.78% 2.5
Aspen Grove Capital
3819
Aspen Grove Capital
Colorado
$354M +$25.2M +8% 7.33% 90% 215 15.81% 0.8
Kickstand Ventures
3820
Kickstand Ventures
New York
$353M +$5.93M +2% 5.63% 51.4% 106 31.13% 0.4
New York Life Insurance Company
3821
New York Life Insurance Company
New York
$353M +$174M +97% 10% 71% 3 0% 4.8
Rosenblum Silverman Sutton
3822
Rosenblum Silverman Sutton
California
$353M +$38.8M +12% 16.6% 90.1% 76 6.58% 5.2
Greenlea Lane Capital Management
3823
Greenlea Lane Capital Management
Connecticut
$353M +$30.2M +9% 10.8% 99.7% 10 0% 2.8
Alphadyne Asset Management
3824
Alphadyne Asset Management
New York
$353M +$79.1M +29% 8.04% 159% 42 83.33% 0.1
Arjuna Capital
3825
Arjuna Capital
North Carolina
$353M +$33.2M +10% 11.3% 118% 115 28.7% 2.4