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)
Kaleidoscope Capital
4401
Kaleidoscope Capital
Massachusetts
$350M +$98.1M +39% 22.9% – 11 18.18% 2.5
Pineridge Advisors
4402
Pineridge Advisors
Missouri
$350M +$73.9M +27% 3.62% – 597 28.98% 1.4
Ogorek Anthony Joseph
4403
Ogorek Anthony Joseph
New York
$350M +$26.1M +8% 6.78% 61.1% 705 8.37% 2.1
Cypress Capital
4404
Cypress Capital
Tennessee
$350M +$5.23M +2% 5.3% 43.6% 98 13.27% 2.6
Siena Capital Partners
4405
Siena Capital Partners
Illinois
$349M +$7.31M +2% 3.07% 44.2% 101 10.89% 4.4
Redwood Grove Capital
4406
Redwood Grove Capital
California
$349M +$47.9M +16% 23.3% 79.8% 24 20.83% 2.5
Virtus Investment Advisers
4407
Virtus Investment Advisers
Connecticut
$349M +$53.4M +18% 9.85% 172% 478 16.11% 0.5
Sandbox Financial Partners
4408
Sandbox Financial Partners
Maryland
$349M +$32.2M +10% 8.43% 69.6% 135 14.07% 2.4
White Pine Capital
4409
White Pine Capital
Minnesota
$349M +$34.2M +11% 12.8% 143% 230 6.09% 6.4
MCG
4410
McCollum Christoferson Group
New York
$349M +$12.9M +4% 4.71% 59.4% 79 20.25% 4.1
SWK
4411
Stephen W. Kidder
$349M +$16.3M +5% 7.85% 94.7% 77 9.09% 7
Highland Financial Advisors
4412
Highland Financial Advisors
New Jersey
$349M +$37.2M +12% 7.75% 70% 60 13.33% 2.1
Seascape Capital Management
4413
Seascape Capital Management
New Hampshire
$349M +$31.5M +10% 10.3% 111% 103 13.59% 3.3
Morton Brown Family Wealth
4414
Morton Brown Family Wealth
Pennsylvania
$348M +$19.7M +6% 6.68% 54.5% 331 23.56% 2.3
FC
4415
Fore Capital
New York
$348M +$67.8M +24% 4.96% 25.4% 71 53.52% 0.5
Syquant Capital SAS
4416
Syquant Capital SAS
France
$348M +$46.8M +16% 13.1% 160% 27 85.19% 0.1
WHGC
4417
Wealth High Governance Capital
Brazil
$348M +$25.8M +8% 13.6% 622% 50 64% 0.2
FFG
4418
Fortem Financial Group
California
$348M +$38M +12% 14.2% 183% 181 13.26% 2.6
WT Wealth Management
4419
WT Wealth Management
Arizona
$347M +$9.8M +3% 7.64% 72% 158 18.99% 2.2
Proathlete Wealth Management
4420
Proathlete Wealth Management
Florida
$347M +$33M +11% 7.36% 73.9% 335 34.33% 0.7
Concentrum Wealth Management
4421
Concentrum Wealth Management
California
$347M +$27.9M +9% 10% 174% 80 10% 3.1
Phraction Management
4422
Phraction Management
Connecticut
$346M +$33.8M +11% 8.53% 106% 76 17.11% 2.4
Elevatus Welath Management
4423
Elevatus Welath Management
New York
$346M +$46.5M +15% 13.8% 270% 136 22.79% 1.1
RFG - Bristol Wealth Advisors
4424
RFG - Bristol Wealth Advisors
Massachusetts
$346M +$23.8M +7% 6.55% – 188 15.43% 0.6
Trinity Financial Advisors
4425
Trinity Financial Advisors
Ohio
$346M +$19.7M +6% 6.58% 74.5% 103 12.62% 2.1