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)
Security Benefit Life Insurance Company
4376
Security Benefit Life Insurance Company
Kansas
$307M +$109M +55% 20% 61.7% 29 34.48% 2.2
Channel Wealth
4377
Channel Wealth
California
$307M +$3.39M +1% 0.51% 59.3% 178 17.98% 1.3
B&I Capital
4378
B&I Capital
Switzerland
$307M -$38.1M -11% 7.19% 30.5% 34 41.18% 1.8
TIFF Advisory Services
4379
TIFF Advisory Services
Pennsylvania
$307M +$6.03M +2% 2.94% 86.3% 20 15% 1.8
Chapin Davis
4380
Chapin Davis
Maryland
$307M -$2.18M -0.7% 2.65% 339% 233 0.86% 1.6
Precedent Wealth Partners
4381
Precedent Wealth Partners
Texas
$306M +$3.28M +1% 0.3% 61.1% 152 9.21% 0.8
Prime Buchholz
4382
Prime Buchholz
New Hampshire
$306M – – 3% – 31 – 0
Deepwater Asset Management
4383
Deepwater Asset Management
Minnesota
$306M +$21.6M +8% 6.08% 142% 26 23.08% 1.1
Droms Strauss Advisors
4384
Droms Strauss Advisors
Missouri
$306M +$23.9M +8% 1.6% 74.5% 73 13.7% 3.2
Patriot Financial Partners
4385
Patriot Financial Partners
Pennsylvania
$306M +$23M +8% 6.87% 16.6% 9 11.11% 4.6
Alight Capital Management
4386
Alight Capital Management
New York
$306M +$16.7M +6% 16.2% 466% 74 50% 0.7
TrueFG
4387
TrueFG
Texas
$306M +$237K +0.1% 2.06% 54.2% 54 5.56% 3.3
Regimen Wealth
4388
Regimen Wealth
Georgia
$306M -$2.91M -0.9% 2.47% 34.4% 70 15.71% 1.4
Highline Wealth Partners
4389
Highline Wealth Partners
California
$306M +$7.17M +2% 3.99% 93.8% 668 19.31% 1.3
Wells Trecaso Financial Group
4390
Wells Trecaso Financial Group
Ohio
$306M +$1.97M +0.6% 2.29% 108% 92 4.35% 4.9
CM Wealth Advisors
4391
CM Wealth Advisors
Ohio
$306M -$2.87M -0.9% 1.21% 64.7% 87 6.9% 1.6
Crossingbridge Advisors
4392
Crossingbridge Advisors
New York
$306M +$174M +133% 0.04% – 95 57.89% 0.3
WHAM
4393
Windmill Hill Asset Management
United Kingdom
$306M +$118M +63% 3.9% 98.1% 27 11.11% 1.6
All Terrain Financial Advisors
4394
All Terrain Financial Advisors
Minnesota
$305M +$32.6M +12% 0.04% 71.1% 105 17.14% 3.7
Tyro Capital Management
4395
Tyro Capital Management
Florida
$305M -$4.5M -1% 7.14% – 16 31.25% 0.6
HH
4396
HWG Holdings
Texas
$305M +$14.7M +5% 7.6% – 57 22.81% 3
Leading Edge Financial Planning
4397
Leading Edge Financial Planning
Tennessee
$305M +$6.24M +2% 2.26% 48.6% 61 16.39% 1.4
BankPlus Trust Department
4398
BankPlus Trust Department
Mississippi
$305M – – 1.55% – 471 – 0
MorganRosel Wealth Management
4399
MorganRosel Wealth Management
Colorado
$305M +$1.45M +0.5% 0.82% 67.5% 107 9.35% 2.6
RFG - Bristol Wealth Advisors
4400
RFG - Bristol Wealth Advisors
Massachusetts
$305M – – 2.22% – 159 – 0