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)
Global Trust Asset Management
4376
Global Trust Asset Management
Florida
$241M -$13.2M -5% 2.87% 178% 474 14.35% 2.4
SEP
4377
Southland Equity Partners
Missouri
$240M -$3.44M -1% 2.94% 66.1% 192 17.71% 1
Gibraltar Capital Management
4378
Gibraltar Capital Management
Oklahoma
$240M +$19.6M +9% 3.09% 65% 92 26.09% 2.1
Canaan Partners XI
4379
Canaan Partners XI
California
$240M -$148M -38% 37.3% 798% 6 0% 0.3
CLCM
4380
Crawford Lake Capital Management
New Jersey
$240M -$87.9M -27% 2.34% 571% 74 89.19% 0.1
Family Legacy Inc
4381
Family Legacy Inc
South Carolina
$240M -$4.69M -2% 2.71% 89% 112 2.68% 3.6
Arjuna Capital
4382
Arjuna Capital
North Carolina
$240M -$33.2M -12% 4.59% 105% 107 28.04% 2.2
Albar Capital
4383
Albar Capital
United Kingdom
$240M -$76M -24% 3.8% 163% 46 58.7% 0.3
KLCM
4384
KG&L Capital Management
Louisiana
$240M -$8.26M -3% 4.67% 91.9% 155 15.48% 1.8
MG
4385
Meditor Group
Bermuda
$240M +$18.4M +8% 19.7% 41.1% 4 0% 6.3
TCM
4386
Trybe Capital Management
Connecticut
$240M -$4.6M -2% 11.5% 681% 12 8.33% 0.9
Ten Capital Wealth Advisors
4387
Ten Capital Wealth Advisors
Washington
$239M -$5.54M -2% 4.93% 25% 578 26.99% 0.8
Proquility Private Wealth Partners
4388
Proquility Private Wealth Partners
Nevada
$239M -$44.4M -16% 2.13% 19.4% 93 10.75% 1.1
Woodard & Company Asset Management Group
4389
Woodard & Company Asset Management Group
North Carolina
$239M +$28.5M +14% 2.89% 84.8% 128 31.25% 1.7
Shorepoint Capital Partners
4390
Shorepoint Capital Partners
Massachusetts
$239M -$6.94M -3% 1.06% – 82 7.32% 2.2
Peloton Wealth Strategists
4391
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 5.49% 51.3% 94 17.02% 2.6
ARIS
4392
Advanced Research Investment Solutions
California
$239M -$35.5M -13% 7.06% 13.1% 272 60.29% 0.6
KMWM
4393
Keudell/Morrison Wealth Management
Oregon
$239M -$14.1M -6% 1.61% – 201 19.4% 2.1
BHK Investment Advisors
4394
BHK Investment Advisors
Alabama
$239M -$14.4M -6% 5.39% 54.6% 63 0% 3.3
Carnegie Mellon University
4395
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 8.37% 61.6% 6 0% 0.3
Jacobs Asset Management
4396
Jacobs Asset Management
New York
$239M +$19.3M +9% 0.2% 114% 50 40% 1.4
HMS Capital Management
4397
HMS Capital Management
Tennessee
$239M +$9.17M +4% 4.14% 140% 133 23.31% 1.9
PA
4398
Paragon Advisors
Texas
$239M +$34.4M +17% 12.2% 109% 88 42.05% 1.1
Topel & Distasi Wealth Management
4399
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 5.1% 40% 80 17.5% 0.2
Pacific Wealth Strategies Group
4400
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 5.88% 75.5% 89 14.61% 3.6