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)
Summit Financial Group
4076
Summit Financial Group
West Virginia
$241M +$12.4M +5% 6.19% 26.1% 186 12.9% 2.2
Camelot Portfolios
4077
Camelot Portfolios
Ohio
$241M +$49.5M +26% 8.76% 47.2% 250 26% 2.6
Blankinship & Foster
4078
Blankinship & Foster
California
$240M +$815K +0.3% 5.56% 67.1% 57 10.53% 2.4
Pragma Gestao de Patrimonio
4079
Pragma Gestao de Patrimonio
Brazil
$240M +$43.8M +22% 8.43% 75.2% 20 20% 0.8
Continuum Advisory
4080
Continuum Advisory
Idaho
$240M +$20.3M +9% 3.02% 77% 177 15.82% 1.8
Voss Capital
4081
Voss Capital
Texas
$240M +$41.6M +21% 36.2% 78.4% 55 49.09% 0.5
JAMH
4082
Junson Asset Management (HK)
Hong Kong
$240M +$39M +19% 0.22% – 83 57.83% 0.2
MPEM
4083
Marathon Partners Equity Management
New York
$240M +$11.9M +5% 2.27% – 19 57.89% 2.4
Parisi Gray Wealth Management
4084
Parisi Gray Wealth Management
New Jersey
$240M +$14M +6% 5.04% 137% 124 3.23% 2.2
Ratio Wealth Group
4085
Ratio Wealth Group
Colorado
$240M +$53.2M +29% 5.17% – 52 15.38% 0.2
First Bankers Trust
4086
First Bankers Trust
Kentucky
$239M -$20.3M -8% 5.17% 78.9% 120 6.67% 5.4
Mitchell McLeod Pugh & Williams
4087
Mitchell McLeod Pugh & Williams
Alabama
$239M +$21.4M +10% 7.6% 90.7% 216 7.41% 4.2
AlphaSimPlex Group
4088
AlphaSimPlex Group
Massachusetts
$239M -$47.1M -16% 6.26% 35.5% 330 34.55% 0.6
Lapides Asset Management
4089
Lapides Asset Management
Connecticut
$239M +$6.4M +3% 22.4% 63% 80 22.5% 2.7
Hillman Company
4090
Hillman Company
Pennsylvania
$239M +$64.9M +37% 6.84% 118% 11 27.27% 1.3
44 Wealth Management
4091
44 Wealth Management
Oregon
$239M +$19.3M +9% 7.15% – 194 38.66% 0.2
Kestrel Investment Management
4092
Kestrel Investment Management
California
$239M +$33.8M +17% 22.5% 99.8% 46 23.91% 1.4
Greenlea Lane Capital Partners
4093
Greenlea Lane Capital Partners
New York
$239M – – 2.68% – 9 – 0
Greenlea Lane Capital Management
4094
Greenlea Lane Capital Management
Connecticut
$239M -$28.5M -11% 2.68% 99.7% 9 0% 1.6
CoreCommodity Management
4095
CoreCommodity Management
Connecticut
$239M +$41.4M +21% 15.6% 65.8% 151 20.53% 3.1
Garrison Point Capital
4096
Garrison Point Capital
California
$239M +$37.7M +19% 1.2% – 22 9.09% 0.7
American Securities
4097
American Securities
New York
$239M +$37.1M +18% 37.1% – 1 0% 4.3
59 North Capital Management
4098
59 North Capital Management
Texas
$239M -$29.5M -11% 16% 81.4% 18 50% 0.2
Interactive Financial Advisors
4099
Interactive Financial Advisors
Illinois
$238M +$18.7M +8% 4.69% 47.6% 166 4.82% 3.7
Fairhaven Wealth Management
4100
Fairhaven Wealth Management
Illinois
$238M +$11.3M +5% 22.1% – 123 10.57% 1.3