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)
Horiko Capital Management
3926
Horiko Capital Management
New York
$422M +$39.1M +10% 16.2% 275% 23 30.43% 4.7
Longfellow Investment Management
3927
Longfellow Investment Management
Massachusetts
$422M +$17.5M +4% 1.88% 45.9% 310 31.29% 2.3
Marion Wealth Management
3928
Marion Wealth Management
Pennsylvania
$422M +$22.2M +6% 5.22% 51.7% 139 7.91% 2.4
Farmers National Bank
3929
Farmers National Bank
Kentucky
$422M +$42.5M +11% 7.39% – 177 6.21% 6.4
White Pine Investment Company
3930
White Pine Investment Company
Michigan
$421M +$20.9M +5% 6.88% 73.3% 67 2.99% 5.3
JPL Wealth Management
3931
JPL Wealth Management
Colorado
$421M +$50.8M +14% 6.56% – 1,192 90.44% 0.1
Sage Capital Advisors
3932
Sage Capital Advisors
South Dakota
$421M +$15.4M +4% 9.44% 105% 139 10.79% 4.2
Wealthspring Capital
3933
Wealthspring Capital
New York
$420M +$41.7M +11% 3.37% 24.1% 205 49.27% 0.4
Bayberry Capital Partners
3934
Bayberry Capital Partners
New York
$420M +$109M +35% 2.99% 99.7% 31 38.71% 0.6
BetterWealth
3935
BetterWealth
California
$420M +$29.6M +8% 8.13% 63.3% 74 21.62% 2
Coston McIsaac & Partners
3936
Coston McIsaac & Partners
Maine
$420M +$34M +9% 3.46% 34.3% 912 8.11% 2.3
Unio Capital
3937
Unio Capital
New Jersey
$420M +$80.1M +24% 1.56% 97.8% 22 9.09% 4.8
AMJ Financial Wealth Management
3938
AMJ Financial Wealth Management
Virginia
$420M +$18M +4% 7.72% 167% 101 28.71% 1.5
VM
3939
Venator Management
Pennsylvania
$420M +$32.9M +9% 7.34% 101% 26 15.38% 2.6
Wick Capital Partners
3940
Wick Capital Partners
Pennsylvania
$420M +$34.8M +9% 7.16% 60% 119 13.45% 1.3
RS
3941
Retirement Solution
Washington
$419M +$27.5M +7% 7.92% 77.3% 49 12.24% 1.8
Waterway Wealth Management
3942
Waterway Wealth Management
Texas
$419M +$88.7M +27% 5.77% 52.2% 89 22.47% 0.9
Mandatum Life Insurance Company
3943
Mandatum Life Insurance Company
Finland
$419M +$38.7M +10% 10.1% 95.9% 95 28.42% 5.3
Mattson Financial Services
3944
Mattson Financial Services
Michigan
$418M +$47.4M +13% 6.91% – 211 34.12% 0.7
B.O.S.S. Retirement Advisors
3945
B.O.S.S. Retirement Advisors
Utah
$418M +$19.9M +5% 6.88% 78.2% 218 24.31% 0.9
Whitener Capital Management
3946
Whitener Capital Management
North Carolina
$418M +$40.2M +11% 9.34% 113% 166 7.23% 4.7
Syverson Strege & Co
3947
Syverson Strege & Co
Iowa
$417M -$5.98M -1% 6.91% 66.8% 177 11.86% 1.6
Platform Technology Partners
3948
Platform Technology Partners
New York
$417M +$34.3M +9% 8.65% – 275 12.73% 3.1
Cyrus Capital Partners
3949
Cyrus Capital Partners
New York
$417M +$35.3M +9% 46% 163% 6 33.33% 1.7
Beirne Wealth Consulting Services
3950
Beirne Wealth Consulting Services
Connecticut
$417M +$108M +35% 10.3% 81.9% 231 57.14% 1.7