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)
Three Bridge Wealth Advisors
4326
Three Bridge Wealth Advisors
California
$379M -$8.7M -2% 0.17% 162% 93 9.68% 2.7
Modus Advisors
4327
Modus Advisors
Minnesota
$379M +$11.5M +3% 1.35% 89.5% 354 67.23% 1.2
Nixon Capital
4328
Nixon Capital
Texas
$379M +$50.3M +15% 0.73% 118% 31 25.81% 1.4
Granger Management
4329
Granger Management
New York
$378M +$35.7M +10% 2.28% 69.9% 6 0% 4.3
Towle & Co
4330
Towle & Co
Colorado
$378M -$18M -5% 6.54% 172% 57 40.35% 1.6
Level Financial Advisors
4331
Level Financial Advisors
New York
$378M +$23.5M +7% 1.41% 44% 96 3.13% 2.6
Selkirk Management
4332
Selkirk Management
New Jersey
$378M +$13.3M +4% 4.1% 245% 12 0% 6.4
Centennial Wealth Advisory
4333
Centennial Wealth Advisory
Michigan
$378M +$18.7M +5% 2.42% 63% 173 11.56% 2
Measured Wealth Private Client Group
4334
Measured Wealth Private Client Group
New Hampshire
$378M +$7.03M +2% 4.34% 84.3% 784 18.62% 0.9
Fischer Financial Services
4335
Fischer Financial Services
Pennsylvania
$378M +$6.53M +2% 3.17% – 65 4.62% 0.9
NAH
4336
Neumann Advisory (HK)
Hong Kong
$378M -$15.6M -4% 3.92% 77.3% 8 12.5% 5.3
RGC
4337
Rubicon Global Capital
United Kingdom
$377M -$74.9M -17% 13.6% – 11 9.09% 0.9
Symmetry Peak Management
4338
Symmetry Peak Management
Pennsylvania
$377M -$87.8M -19% 18.5% 320% 167 87.43% 0.2
Lifelong Wealth Advisors
4339
Lifelong Wealth Advisors
Minnesota
$377M +$41M +12% 1.45% – 95 16.84% 0.8
Buckley Wealth Management
4340
Buckley Wealth Management
Nevada
$377M +$11.9M +3% 4.94% 88% 108 10.19% 4.9
Sicart Associates
4341
Sicart Associates
New York
$377M +$7.8M +2% 10.5% 113% 76 3.95% 4.1
SCMS
4342
Serenity Capital Management (Singapore)
Singapore
$377M -$17.3M -4% 5% 21% 11 45.45% 1
Rovin Capital
4343
Rovin Capital
Arizona
$377M +$15.5M +4% 1.46% 63.8% 209 14.35% 2.2
Carr Financial Group
4344
Carr Financial Group
Massachusetts
$376M +$12M +3% 3.41% 66.1% 209 20.57% 2
Platform Wealth Management
4345
Platform Wealth Management
Utah
$376M – – 6.25% – 60 – 0
SIM
4346
SW Investment Management
Colorado
$376M -$90.9M -19% 0.92% 143% 8 12.5% 2.7
Keewaydin Investments
4347
Keewaydin Investments
New York
$376M – – 2.4% – 16 – 0
EdgeRock Capital
4348
EdgeRock Capital
Colorado
$376M +$16.6M +5% 2.12% 79.7% 134 13.43% 1.1
Packer & Co
4349
Packer & Co
Australia
$376M +$13.7M +4% 6.9% – 10 30% 1
Roberts, Glore & Co
4350
Roberts, Glore & Co
Illinois
$375M +$9.6M +3% 4.03% 72.3% 231 9.52% 6.4