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)
Naman Capital
4651
Naman Capital
Brazil
$182M +$37.6M +26% 0.65% 89.9% 18 5.56% 1.7
Monterey Private Wealth
4652
Monterey Private Wealth
California
$182M +$8.2M +5% 4.11% 29.8% 100 12% 0.9
GYL Financial Synergies
4653
GYL Financial Synergies
Connecticut
$182M +$8.11M +5% 5.52% 36% 188 15.43% 1.5
Stevens Capital Management
4654
Stevens Capital Management
Pennsylvania
$182M -$22M -11% 4.55% 108% 236 80.08% 0.2
CHA
4655
Carmichael Hill & Associates
Maryland
$182M +$11.8M +7% 6.3% 39.7% 795 8.68% 1.3
Global Trust Asset Management
4656
Global Trust Asset Management
Florida
$181M -$491K -0.3% 7.11% 178% 447 15.21% 2.1
Jacobsen Capital Management
4657
Jacobsen Capital Management
Utah
$181M +$12.6M +7% 5.02% 97.3% 60 13.33% 1.3
Grant Street Asset Management
4658
Grant Street Asset Management
Pennsylvania
$181M -$5.9M -3% 5.57% 47.2% 255 32.55% 0.3
Portland Investment Counsel
4659
Portland Investment Counsel
Ontario, Canada
$181M +$64.6M +55% 20% 108% 43 37.21% 2.1
Vishria Bird Financial Group
4660
Vishria Bird Financial Group
Tennessee
$181M +$5.7M +3% 6.27% 74.3% 56 16.07% 1.4
Running Point Capital Advisors
4661
Running Point Capital Advisors
California
$181M +$10.2M +6% 2.7% 52.1% 142 15.49% 0.2
Collaborative Holdings Management
4662
Collaborative Holdings Management
New York
$181M +$39.4M +28% 41.3% 591% 29 75.86% 0.1
Brick & Kyle Associates
4663
Brick & Kyle Associates
Pennsylvania
$181M +$20.7M +13% 4.97% 116% 58 3.45% 3.8
Gables Capital Management
4664
Gables Capital Management
Florida
$181M +$9.7M +6% 8.37% 173% 387 8.79% 2.2
J. Arnold Wealth Management
4665
J. Arnold Wealth Management
Ohio
$181M +$11.6M +7% 8.95% 46.2% 118 40.68% 0.6
PK
4666
Pflug Koory
Nebraska
$181M +$11.9M +7% 10.3% – 517 19.73% 2.7
Sycale Advisors
4667
Sycale Advisors
New York
$181M +$40.5M +29% 1.3% 31.5% 25 56% 0.5
Ategra Capital Management
4668
Ategra Capital Management
Virginia
$181M +$37M +26% 14.7% 114% 112 17.86% 1.3
Moneda SA Administradora General de Fondos
4669
Moneda SA Administradora General de Fondos
Chile
$181M +$7.75M +4% 3.12% 34.5% 48 16.67% 1
Moseley Investment Management
4670
Moseley Investment Management
Florida
$181M +$8.42M +5% 0.95% 96.6% 168 13.1% 1.2
PL
4671
Polianta Ltd
Jersey
$180M -$599K -0.3% 7.79% 31.6% 105 78.1% 0.2
Lipe & Dalton
4672
Lipe & Dalton
New York
$180M +$17.6M +11% 12.8% 101% 106 11.32% 3.6
Kelso & Company
4673
Kelso & Company
New York
$180M – – 18.6% – 1 – 0
Morgens Waterfall Vintiadis & Co
4674
Morgens Waterfall Vintiadis & Co
New York
$180M -$4.95M -3% 6.57% 594% 38 34.21% 1.4
Gemsstock Ltd
4675
Gemsstock Ltd
United Kingdom
$180M +$16M +10% 12.2% 149% 18 50% 0.4