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)
Bulldog Investors
3876
Bulldog Investors
New Jersey
$445M -$4M -0.9% 1.71% 22.5% 273 39.93% 0.9
Benin Management Corp
3877
Benin Management Corp
Connecticut
$445M -$3.21M -0.7% 2.53% 91.7% 151 11.92% 6.4
Mandatum Life Insurance Company
3878
Mandatum Life Insurance Company
Finland
$445M +$6.8M +2% 3.71% 108% 91 23.08% 5
AMI Investment Management
3879
AMI Investment Management
Indiana
$445M -$340K -0.1% 2.31% 52% 78 6.41% 5.7
J. Derek Lewis & Associates
3880
J. Derek Lewis & Associates
California
$445M +$17.7M +4% 2.66% – 233 19.74% 0.2
Abacus FCF Advisors
3881
Abacus FCF Advisors
Florida
$444M -$321M -42% 13% 197% 77 53.25% 1.2
Collective Family Office
3882
Collective Family Office
Pennsylvania
$444M +$8.39M +2% 2.96% 52.5% 163 8.59% 3.7
Sand Grove Capital Management
3883
Sand Grove Capital Management
United Kingdom
$444M +$149M +51% 14.8% 410% 27 85.19% 0.1
Welch Capital Partners
3884
Welch Capital Partners
New York
$444M -$54.7M -11% 5.83% 79.2% 27 7.41% 4.4
Aspire Capital Advisors
3885
Aspire Capital Advisors
Washington
$444M +$18.4M +4% 1.14% 59.3% 134 19.4% 2
Augustine Asset Management
3886
Augustine Asset Management
Florida
$444M -$56.7M -11% 2.95% 316% 121 14.05% 4.4
Fermata Advisors
3887
Fermata Advisors
California
$444M +$27.5M +7% 0.86% 58.3% 243 14.81% 2.1
First Wilshire Securities Management
3888
First Wilshire Securities Management
California
$444M +$46.3M +12% 11.1% 135% 89 6.74% 5.1
Centurion Wealth Management
3889
Centurion Wealth Management
Virginia
$444M -$12.7M -3% 1.17% – 341 15.84% 1.7
TownSquare Capital
3890
TownSquare Capital
Utah
$444M -$2.6M -0.6% 0.2% 96.9% 267 14.23% 4.7
Lighthouse Financial Services
3891
Lighthouse Financial Services
California
$443M +$8.51M +2% 2.17% – 103 11.65% 0.2
Prentice Wealth Management
3892
Prentice Wealth Management
New York
$443M +$5.54M +1% 0.89% 47.8% 119 5.88% 2.9
Coston McIsaac & Partners
3893
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1.62% 40.6% 1,003 15.05% 2.4
Aspire Private Capital
3894
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 1.05% 55.3% 186 17.74% 3.9
Cornerstone Planning
3895
Cornerstone Planning
North Carolina
$443M +$12.2M +3% 0.78% – 152 21.05% 0.8
GWM
3896
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 0.21% 69.8% 246 8.54% 3.6
Beacon Financial Advisory
3897
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 1.13% 76.8% 423 17.26% 2.5
Next Level Private
3898
Next Level Private
New York
$443M +$61.2M +16% 0.66% 95.9% 184 17.39% 2.1
Almitas Capital
3899
Almitas Capital
California
$443M -$11.6M -3% 2.76% 86.1% 137 38.69% 0.7
Opal Wealth Advisors
3900
Opal Wealth Advisors
New York
$442M +$58.9M +15% 0.22% 62.3% 609 66.67% 0.8