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)
Red Wave Investments
4576
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 2.14% 58% 107 10.28% 3.4
Camrose Capital Investment Partners
4577
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 2.89% – 9 0% 0.3
Acima Private Wealth
4578
Acima Private Wealth
Virginia
$279M -$18.4M -6% 0.22% 51.1% 184 2.17% 5.3
Evernest Financial Advisors
4579
Evernest Financial Advisors
Indiana
$279M -$107M -28% 0.39% – 176 23.3% 2.5
Beta Wealth Group
4580
Beta Wealth Group
California
$278M +$52.4M +23% 1.06% 45.4% 123 26.83% 2.2
Varenne Capital Partners
4581
Varenne Capital Partners
France
$278M -$60.5M -18% 10.1% 212% 23 47.83% 0.6
Sea Cliff Partners Management
4582
Sea Cliff Partners Management
California
$278M -$9.9M -3% 4.56% – 19 42.11% 0.6
VSM Wealth Advisory
4583
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 2.21% – 533 17.82% 0.2
Hartree Partners
4584
Hartree Partners
New York
$278M +$7.93M +3% 5.09% 138% 87 67.82% 0.6
SC
4585
Steph & Co
Wisconsin
$278M -$18.1M -6% 2.05% 61.6% 284 11.97% 3.3
Bandera Partners
4586
Bandera Partners
New York
$278M +$15.3M +6% 3.39% 55.4% 19 5.26% 3.5
Denver PWM
4587
Denver PWM
Colorado
$278M +$19.5M +8% 1.11% 48.6% 236 72.46% 2.6
Millstreet Capital Management
4588
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 2.17% – 3 33.33% 1.3
Sequent Planning
4589
Sequent Planning
Nebraska
$278M +$5.28M +2% 1.22% – 153 12.42% 0.8
Tiger Pacific Capital
4590
Tiger Pacific Capital
New York
$278M -$96.3M -26% 18.6% 84.5% 17 58.82% 2.1
BNC Wealth Management
4591
BNC Wealth Management
Oregon
$278M -$26.5M -9% 7.23% 204% 109 22.02% 2.6
Granger Management
4592
Granger Management
New York
$277M -$162M -37% 3.4% 69.9% 7 28.57% 4.3
McMill Wealth Management
4593
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 0.11% – 51 15.69% 0.2
Sterling Financial Group
4594
Sterling Financial Group
California
$277M +$8.59M +3% 1.11% 49.6% 67 8.96% 1.6
Trinity Financial Advisors
4595
Trinity Financial Advisors
Ohio
$277M +$14M +5% 1.38% 74.5% 92 10.87% 2
Truffle Hound Capital
4596
Truffle Hound Capital
Maryland
$277M -$7.82M -3% 4.63% – 59 22.03% 0.2
Old West Investment Management
4597
Old West Investment Management
California
$277M +$30.4M +12% 2.21% 242% 65 24.62% 2.7
Hel Ved Capital Management
4598
Hel Ved Capital Management
Hong Kong
$277M -$64.7M -19% 5.32% 1,351% 102 58.82% 0.3
Duncan Williams Asset Management
4599
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 2.05% – 152 7.24% 0.6
Engle Capital Management
4600
Engle Capital Management
Connecticut
$277M -$57.5M -17% 6.11% 398% 30 43.33% 0.7