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)
HA
4501
Havens Advisors
New York
$103M -$11.5M -10% 4.59% 460% 41 51.22% 0.4
SCA
4502
Sander Capital Advisors
Washington
$103M -$63.7M -38% 4.63% 113% 8 25% 1.8
ICM Asset Management
4503
ICM Asset Management
Washington
$103M -$19.1M -16% 14.4% 58.9% 39 28.21% 2.9
Infrastructure Capital Advisors
4504
Infrastructure Capital Advisors
New York
$103M -$441M -81% 56.5% 52% 128 70.31% 1.2
WPA
4505
Winning Points Advisors
Florida
$102M -$54.4M -35% 20.2% – 78 21.79% 2.7
Aldebaran Financial
4506
Aldebaran Financial
$102M -$29.3M -22% 17% 115% 89 8.99% 4.3
DA
4507
DSC Advisors
Illinois
$102M -$106M -51% 27.8% 3.18% 89 70.79% 2.7
Sanders Morris Harris
4508
Sanders Morris Harris
Texas
$102M -$338M -77% 20.7% 85.8% 305 45.57% 1.5
KMWM
4509
Keudell/Morrison Wealth Management
Oregon
$102M -$42.4M -29% 18.1% – 163 22.09% 0.9
NFP Retirement Inc
4510
NFP Retirement Inc
California
$102M -$5.31M -5% 15.7% 51.3% 94 19.15% 0.2
RWG
4511
Regal Wealth Group
California
$102M -$52.4M -34% 18.8% 17% 215 18.14% 3
SVC
4512
Strycker View Capital
New York
$102M -$109M -52% 20.7% 114% 19 73.68% 0.7
First City Capital Management
4513
First City Capital Management
Georgia
$102M -$43.3M -30% 18.5% 86.4% 141 23.4% 5.3
Sixth Street Partners
4514
Sixth Street Partners
Texas
$102M – – 14.1% 10.1% 6 – 0
GS Investments
4515
GS Investments
Minnesota
$102M -$18.9M -16% 18.3% 108% 136 30.88% 2.1
CLCM
4516
Crawford Lake Capital Management
New Jersey
$102M -$556M -85% 15.7% 571% 97 97.94% 0.1
Grace Capital
4517
Grace Capital
Massachusetts
$102M -$20.9M -17% 16.3% 127% 204 16.67% 1.3
OmniStar Financial Group
4518
OmniStar Financial Group
North Carolina
$102M -$17M -14% 14.3% 75.6% 330 67.88% 0.5
Burrage Capital Management
4519
Burrage Capital Management
Massachusetts
$102M -$47.6M -32% 23.9% – 38 42.11% 0.2
1C
4520
1623 Capital
Virginia
$101M -$3.43M -3% 10.7% 11.9% 34 8.82% 0.2
Farmers & Merchants Trust Co of Chambersburg PA
4521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101M -$25.5M -20% 17.3% 65.5% 322 14.91% 2.5
Midwest Professional Planners Ltd (MPPL)
4522
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$101M -$21.2M -17% 16.9% 136% 95 17.89% 1.6
IFG Advisors
4523
IFG Advisors
Missouri
$101M -$19.9M -16% 19.6% 78.7% 91 38.46% 0.3
Deer VII & Co
4524
Deer VII & Co
New York
$101M -$1.59M -2% 5.17% 241% 4 25% 1.1
Ninepoint Partners
4525
Ninepoint Partners
Ontario, Canada
$101M -$205M -67% 22.8% 82.6% 94 63.83% 0.8