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)
Legacy Capital Group California
4126
Legacy Capital Group California
California
$361M +$73.9M +26% 16.1% 129% 360 24.17% 1.3
EdenTree Asset Management
4127
EdenTree Asset Management
United Kingdom
$361M +$63M +21% 9.72% 50.2% 64 7.81% 1.7
ETF Portfolio Partners
4128
ETF Portfolio Partners
Kansas
$361M +$28.5M +9% 7.31% 50.2% 67 5.97% 4.1
Lisanti Capital Growth
4129
Lisanti Capital Growth
New York
$361M +$24.6M +7% 45.3% 1,490% 153 60.13% 0.5
Opal Wealth Advisors
4130
Opal Wealth Advisors
New York
$361M +$36.1M +11% 7.12% 62.3% 599 16.19% 0.9
Cerro Pacific Wealth Advisors
4131
Cerro Pacific Wealth Advisors
California
$360M +$52.3M +17% 10.5% – 174 14.94% 3
HGC Investment Management
4132
HGC Investment Management
Ontario, Canada
$360M +$79.1M +28% 3.7% 33.2% 124 54.84% 0.6
Montis Financial
4133
Montis Financial
Massachusetts
$360M +$19.8M +6% 5.45% 46% 146 9.59% 1.9
Premier Financial Group
4134
Premier Financial Group
California
$360M – – 7.1% – 36 – 0
Leading Edge Financial Planning
4135
Leading Edge Financial Planning
Tennessee
$360M +$39.6M +12% 6.89% 48.6% 62 12.9% 1.8
Aisling Capital Management
4136
Aisling Capital Management
New York
$360M +$71.2M +25% 24.8% 793% 13 0% 4.2
Fosun International
4137
Fosun International
China
$360M +$4.59M +1% 2.58% 41.3% 60 30% 2
Winmill & Co
4138
Winmill & Co
New Hampshire
$360M +$30.6M +9% 10.7% 146% 61 16.39% 3.2
General Pension Society PZU Joint Stock
4139
General Pension Society PZU Joint Stock
Poland
$360M +$61M +20% 12.7% 116% 17 5.88% 8
PhiloSmith Capital
4140
PhiloSmith Capital
Connecticut
$360M -$4.03M -1% 1.23% 47% 24 8.33% 6.8
Shikiar Asset Management
4141
Shikiar Asset Management
New York
$359M +$24.5M +7% 9.86% 117% 84 17.86% 4.6
Nepsis Inc
4142
Nepsis Inc
Minnesota
$359M -$45.8M -11% 12.4% 131% 29 0% 4.3
SimplyRich
4143
SimplyRich
California
$359M +$13.3M +4% 5.84% 98.3% 224 8.93% 3.5
SSI
4144
Scott & Selber Inc
Texas
$359M +$46.5M +15% 16.3% 202% 96 13.54% 4.9
Continental Grain Company
4145
Continental Grain Company
New York
$359M +$11.8M +3% 0.73% 5.73% 4 0% 2.1
Hill Island Financial
4146
Hill Island Financial
Michigan
$359M +$17.4M +5% 10.9% 78.3% 82 35.37% 1.7
Wexford Capital
4147
Wexford Capital
Florida
$359M -$26M -7% 20% 128% 344 67.15% 0.6
DI
4148
DAGCO Inc
Ohio
$359M +$49.4M +16% 7.55% 75% 383 14.62% 0.9
New Capital Management
4149
New Capital Management
Texas
$358M +$9.8M +3% 5.33% 49.4% 59 20.34% 3.3
Wakefield Asset Management
4150
Wakefield Asset Management
Colorado
$358M +$27.9M +8% 13.7% 139% 253 41.11% 1