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)
XS
4251
XR Securities
Illinois
$239M -$1.51B -86% 11% 17% 607 54.7% 0.5
Castellan Group
4252
Castellan Group
Kentucky
$238M +$51.3M +27% 14.6% 184% 83 24.1% 0.4
Founders Fund IV Management
4253
Founders Fund IV Management
California
$238M -$104M -30% 21.1% – 3 66.67% 0.1
Fulcrum Asset Management
4254
Fulcrum Asset Management
United Kingdom
$238M +$82.5M +53% 7.91% – 154 0% 0.2
SL
4255
SOF Ltd
Cayman Islands
$238M +$8.71M +4% 3.79% 42.3% 1 0% 4.5
Precept Management
4256
Precept Management
Texas
$238M +$91.4M +62% 13.4% 110% 85 58.82% 0.7
Mokosak Advisory Group
4257
Mokosak Advisory Group
Iowa
$238M +$15.1M +7% 6.23% 59.2% 22 4.55% 1.9
Hayek Kallen Investment Management
4258
Hayek Kallen Investment Management
Alabama
$238M +$16M +7% 7.21% 71.9% 76 3.95% 4.8
Harvest Investment Services
4259
Harvest Investment Services
Illinois
$238M +$15.9M +7% 6.98% 282% 316 30.38% 0.9
Oak Asset Management
4260
Oak Asset Management
California
$238M +$52.3M +28% 6.2% 91.8% 97 51.55% 1.6
Modus Advisors
4261
Modus Advisors
Minnesota
$238M +$21.9M +10% 7.34% 89.5% 269 64.31% 0.4
Verde Capital Management
4262
Verde Capital Management
Michigan
$238M +$10.6M +5% 5.33% 80.3% 41 9.76% 1
Level Four Financial
4263
Level Four Financial
Texas
$237M +$21.5M +10% 8.5% – 357 29.69% 0.4
Ballast Inc
4264
Ballast Inc
Kentucky
$237M +$29.2M +14% 6.03% 71.3% 96 8.33% 2.6
American Securities
4265
American Securities
New York
$237M -$1.62M -0.7% 0.68% – 1 0% 4.5
High Probability Advisors
4266
High Probability Advisors
New York
$237M +$47M +25% 6.18% 52.6% 40 17.5% 0.4
Stone House Capital Management
4267
Stone House Capital Management
Florida
$237M +$105M +80% 0.95% 151% 4 75% 0.4
Ballast Advisors
4268
Ballast Advisors
Minnesota
$236M +$19.7M +9% 7.16% 66.7% 181 4.97% 1.3
Navalign LLC
4269
Navalign LLC
California
$236M +$10M +4% 6.48% 50.7% 129 9.3% 0.2
Affiance Financial
4270
Affiance Financial
Minnesota
$236M +$11.5M +5% 5.71% 57.8% 159 3.77% 2.9
EPG Wealth Management
4271
EPG Wealth Management
Georgia
$236M +$30.1M +15% 6.97% 96% 213 13.15% 0.9
Ativo Capital Management
4272
Ativo Capital Management
Illinois
$236M +$38K +0% 8.59% 63.2% 140 15% 2.5
Copperwynd Financial
4273
Copperwynd Financial
Arizona
$236M +$13.1M +6% 8.97% 90% 129 17.05% 2.1
Fourthstone LLC
4274
Fourthstone LLC
Missouri
$235M +$34M +17% 4.54% 104% 73 58.9% 0.4
Capital Planning
4275
Capital Planning
Washington
$235M +$8.5M +4% 6.58% 81.2% 71 21.13% 0.4