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
GLAM
4126
Gardner Lewis Asset Management
Pennsylvania
$394M -$28.3M -7% 10.5% 247% 104 52.88%
PLU
4127
Performa Ltd (US)
South Carolina
$394M +$17M +5% 1.21% 46.2% 58 20.69%
RI
4128
Rinkey Investments
California
$394M +$16.8M +4% 1.04% 38.4% 143 21.68%
KFG
4129
Kelly Financial Group
Connecticut
$393M +$16.4M +4% 1.54% 98 4.08%
TODC
4130
Trustees of Dartmouth College
New Hampshire
$393M +$3.97M +1% 1.64% 39% 10 30%
XWM
4131
Xcel Wealth Management
Florida
$393M +$8.43M +2% 3.08% 93.7% 149 10.74%
SP
4132
Sequent Planning
Nebraska
$393M +$40.5M +12% 1.58% 237 19.83%
RAM
4133
Redmond Asset Management
Virginia
$392M -$15.1M -4% 0.71% 59.1% 203 5.42%
PCFFS
4134
Pacific Center for Financial Services
California
$392M $0 0% 0.9% 43.4% 475 0%
CA
4135
CV Advisors
Florida
$392M +$31.1M +9% 3.26% 98.9% 54 18.52%
EC
4136
Engaged Capital
California
$392M -$15.6M -4% 8.59% 16.3% 9 0%
BWM
4137
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 2.58% 47.4% 184 9.78%
LSA
4138
Lansing Street Advisors
Pennsylvania
$392M +$14.7M +4% 2.94% 152 14.47%
DP
4139
Divergent Planning
Maryland
$392M +$15.4M +4% 2% 43.3% 37 8.11%
SCM
4140
Sollinda Capital Management
Florida
$391M +$26.5M +7% 1.38% 81 22.22%
ACM
4141
Alight Capital Management
New York
$391M -$70.7M -15% 6.74% 311% 81 46.91%
WCM
4142
Whitefort Capital Management
New York
$391M +$52.8M +16% 12.1% 179% 22 27.27%
QCM
4143
Quadratic Capital Management
Connecticut
$391M +$68M +21% 1.71% 0.74% 2 0%
PWS
4144
Peterson Wealth Services
Utah
$391M -$14.2M -3% 2.06% 153% 223 5.83%
SIAG
4145
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 3.06% 62.9% 166 20.48%
SA
4146
Strategic Advocates
Utah
$391M +$6.86M +2% 0.45% 651 7.68%
RMS
4147
Retirement Management Systems
Maryland
$391M 1.92% 54
SIIL
4148
Sinvest Investments II Ltd
$390M 9.75% 1
S
4149
Siemens
Germany
$390M -$38.8M -9% 83.1% 35.2% 1 0%
PCP
4150
P2 Capital Partners
New York
$390M -$130M -25% 0.45% 0.1% 13 23.08%