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)
AC
3901
Athos Capital
Hong Kong
$155M +$54M +53% 12.4% 110% 34 61.76% 0.4
Disciplina Capital Management
3902
Disciplina Capital Management
Tennessee
$155M +$18.3M +13% 10.3% 30% 19 21.05% 0.2
Delta Capital Management
3903
Delta Capital Management
New Jersey
$155M +$15.7M +11% 10.7% 129% 68 14.71% 3.7
Wealth Alliance Advisory Group
3904
Wealth Alliance Advisory Group
Kansas
$155M +$21.4M +16% 11.7% 72.7% 132 15.15% 0.9
Stuart Chaussee & Associates
3905
Stuart Chaussee & Associates
California
$155M +$23.8M +18% 11.9% 58.6% 134 11.94% 1.6
MU Investments Company
3906
MU Investments Company
Japan
$155M +$21.1M +16% 15.1% 40.4% 26 0% 3
Milestone Advisory Partners
3907
Milestone Advisory Partners
North Carolina
$155M +$39.4M +34% 8.4% 19.7% 51 19.61% 0.9
Palisades Hudson Asset Management
3908
Palisades Hudson Asset Management
Florida
$155M -$16.1M -9% 12.2% 66.8% 115 16.52% 4
Pacific Wealth Strategies Group
3909
Pacific Wealth Strategies Group
California
$155M +$15.4M +11% 12.7% 75.5% 84 8.33% 1.9
RAG
3910
Roof Advisory Group
Pennsylvania
$155M +$14.6M +10% 11.8% – 34 8.82% 0.9
Kalos Management
3911
Kalos Management
Georgia
$155M -$50.6M -25% 11.8% 48.5% 194 21.13% 1.3
Concorde Asset Management
3912
Concorde Asset Management
Michigan
$155M +$36.5M +31% 13.7% – 216 26.85% 1.2
Biechele Royce Advisors
3913
Biechele Royce Advisors
Indiana
$154M +$15.4M +11% 9.45% 39.2% 50 16% 1
Ally Invest Advisors
3914
Ally Invest Advisors
North Carolina
$154M +$30.9M +25% 8.95% 41.1% 10 10% 0.2
Steel Grove Capital Advisors
3915
Steel Grove Capital Advisors
Tennessee
$154M -$553M -78% 12.7% 106% 320 66.25% 2.8
BC
3916
Breakline Capital
New York
$154M +$42.7M +38% 31% – 48 62.5% 0.3
Hayek Kallen Investment Management
3917
Hayek Kallen Investment Management
Alabama
$154M +$14.6M +10% 12.3% 71.9% 70 10% 4
BE
3918
Bonness Enterprises
District of Columbia
$154M +$20.9M +16% 15.1% 98.6% 44 2.27% 5
SCM
3919
Springhouse Capital Management
Connecticut
$154M -$52.9M -26% 11.8% 52% 25 40% 1
Technology Crossover Management IX
3920
Technology Crossover Management IX
California
$154M -$2.4M -2% 1.18% 13% 3 0% 0.6
C-J Advisory
3921
C-J Advisory
California
$154M +$17M +12% 10.7% 39.2% 190 22.11% 1.6
TAM
3922
Taylor Asset Management
Ontario, Canada
$154M +$2.66M +2% 15% 12.9% 37 40.54% 1.4
Ballast Inc
3923
Ballast Inc
Kentucky
$153M +$23.3M +18% 11.3% 71.3% 101 18.81% 0.9
CRA Financial Services
3924
CRA Financial Services
New Jersey
$153M +$14.9M +11% 13.6% 91.9% 144 9.72% 0.2
Boltwood Capital Management
3925
Boltwood Capital Management
California
$153M +$7.28M +5% 11.6% 63% 131 9.92% 3.7