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
OCPWS
4251
One Charles Private Wealth Services
Massachusetts
$434M +$34.8M +9% 11.8% 99.7% 180 13.89%
CAAM
4252
Cape Ann Asset Management
United Kingdom
$434M -$5.9M -1% 2.09% 199% 12 8.33%
CFG
4253
Carr Financial Group
Massachusetts
$434M +$55.3M +15% 15.1% 66.1% 190 12.63%
NRC
4254
New Republic Capital
North Carolina
$434M +$137M +46% 18.2% 91.4% 372 21.51%
NICM
4255
Neo Ivy Capital Management
New York
$434M +$55M +14% 22% 520 73.08%
HSA
4256
Hussman Strategic Advisors
Maryland
$434M -$28.5M -6% 8.02% 41.6% 334 50.6%
DCM
4257
Divisar Capital Management
California
$434M +$41.6M +11% 48.4% 194% 28 7.14%
SCP
4258
Seafarer Capital Partners
California
$434M -$1.86M -0.4% 5.28% 43% 9 0%
CEI
4259
Clark Estates Inc
New York
$434M +$17.5M +4% 6.94% 34.5% 108 26.85%
BHWM
4260
Bay Harbor Wealth Management
Maryland
$434M +$47.9M +12% 12.1% 47.9% 1,354 8.57%
BRF
4261
B. Riley Financial
California
$434M -$22.7M -5% 0.19% 682% 45 68.89%
CCMI
4262
Creative Capital Management Investments
California
$433M +$85M +24% 10.2% 50.7% 1,463 79.56%
SWA
4263
Shah Wealth Advisors
California
$433M 15.8% 79
SIAG
4264
Safeguard Investment Advisory Group
California
$433M +$71.1M +20% 21.8% 84.3% 184 25.54%
HCM
4265
Heights Capital Management
California
$433M +$74.3M +21% 27.4% 429 62.94%
IPW
4266
Intergy Private Wealth
Colorado
$433M +$92M +27% 15.6% 67.6% 151 21.19%
GPC
4267
Greenstone Partners & Co
California
$433M +$37.5M +9% 21.7% 527% 9 11.11%
CP
4268
Cornerstone Planning
North Carolina
$432M -$10.7M -2% 14.2% 143 6.29%
GPGA
4269
Grandeur Peak Global Advisors
Utah
$432M +$5.27M +1% 16.8% 96% 93 26.88%
IPA
4270
Investment Planning Advisors
Georgia
$432M +$68.6M +19% 12.4% 121 14.88%
MCM
4271
Monimus Capital Management
New Jersey
$432M +$71.1M +20% 16.1% 66 31.82%
GCA
4272
Gradient Capital Advisors
California
$432M +$46M +12% 14.4% 71% 185 7.57%
BAM
4273
Blueshift Asset Management
New Jersey
$432M +$102M +31% 16.4% 38.8% 789 68.19%
BPH
4274
Boundless Plain Holdings
$432M +$128M +42% 147% 24 62.5%
SPT
4275
Siemens Pension Trust
Germany
$431M -$5.74M -1% 44.5% 25.4% 1 0%