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)
Trutina Financial
4176
Trutina Financial
Washington
$76.7M -$1.23M -2% 3.19% 20.5% 60 5% 2.5
New Century Advisors
4177
New Century Advisors
Maryland
$75.8M -$5.45M -7% 5.98% – 38 26.32% 2.2
Appleton Group
4178
Appleton Group
Wisconsin
$75.7M -$7.17M -9% 1.84% 58.3% 33 27.27% 1
AGUR Provident & Training Funds Management
4179
AGUR Provident & Training Funds Management
Israel
$75.7M -$58.4M -44% 2.02% – 31 45.16% 0.5
Farley Capital
4180
Farley Capital
New York
$75.7M +$83K +0.1% 17.9% 105% 12 0% 1.8
PIM
4181
Partner Investment Management
California
$75.5M +$8.01M +12% 0.5% 168% 120 55.83% 0.5
Steamboat Capital Partners
4182
Steamboat Capital Partners
New York
$75.3M -$37.7M -33% 6.72% 280% 25 48% 0.4
PAPAIJV
4183
Paragon Associates & Paragon Associates II Joint Venture
Texas
$75.2M -$11.3M -13% 7.82% 168% 19 36.84% 1.1
DW Partners
4184
DW Partners
New York
$75M -$42.1M -36% 9.93% 44.5% 6 16.67% 2
Technology Crossover Management V
4185
Technology Crossover Management V
California
$74.9M -$6.32M -8% 7.78% 2.5% 1 0% 3.5
Technology Crossover Management VI
4186
Technology Crossover Management VI
California
$74.9M -$6.32M -8% 7.78% 25.5% 1 0% 3.5
BigSur Wealth Management
4187
BigSur Wealth Management
Florida
$74.8M – – 5.2% 94.8% 78 – 0
SM
4188
Southport Management
Wyoming
$74.7M +$23.4M +46% 6.74% 107% 53 50.94% 0.8
Ramsey Quantitative Systems
4189
Ramsey Quantitative Systems
Kentucky
$73.8M -$16.8M -19% 9.5% 51.1% 184 59.78% 0.4
HH
4190
HWG Holdings
Texas
$73.8M -$21.4M -22% 8.16% – 44 86.36% 0.2
SM
4191
SLS Management
New York
$73.7M +$15.6M +27% 13% 11.3% 17 64.71% 0.2
Patriot Financial Group Insurance Agency
4192
Patriot Financial Group Insurance Agency
Massachusetts
$73.5M – – 3.21% 97.3% 757 – 0
SM
4193
Sciencast Management
New Jersey
$73.4M +$39.7M +118% 4.6% 72.5% 259 89.19% 0.1
Lyons Wealth Management
4194
Lyons Wealth Management
Florida
$73.3M +$745K +1% 5.54% 40.1% 68 41.18% 1.4
Legacy Advisors
4195
Legacy Advisors
Pennsylvania
$73.2M – – 5.68% – 210 – 0
AS
4196
Arxis Securities
New York
$73.1M – – 8.43% – 57 – 0
Hellman Jordan Management Company
4197
Hellman Jordan Management Company
Massachusetts
$73M -$25.9M -26% 8.89% 205% 54 33.33% 0.8
Independence Trust
4198
Independence Trust
Tennessee
$72.9M +$11.8M +19% 3.81% 28.9% 83 38.55% 1.6
Cerity Partners
4199
Cerity Partners
New York
$72.7M – – 4.13% 81% 49 – 0
HGI Capital Management
4200
HGI Capital Management
New York
$72.1M +$11.6M +19% 0.81% 47% 31 51.61% 0.4