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
MPW
4651
Monterey Private Wealth
California
$182M +$8.2M +5% 4.11% 29.8% 100 12%
GFS
4652
GYL Financial Synergies
Connecticut
$182M +$8.11M +5% 5.52% 36% 188 15.43%
SCM
4653
Stevens Capital Management
Pennsylvania
$182M -$22M -11% 4.55% 108% 236 80.08%
CHA
4654
Carmichael Hill & Associates
Maryland
$182M +$11.8M +7% 6.3% 39.7% 795 8.68%
GTAM
4655
Global Trust Asset Management
Florida
$181M -$491K -0.3% 7.11% 168% 447 15.21%
JCM
4656
Jacobsen Capital Management
Utah
$181M +$12.6M +7% 5.03% 86.7% 60 13.33%
GSAM
4657
Grant Street Asset Management
Pennsylvania
$181M -$5.9M -3% 5.57% 41.6% 255 32.55%
PIC
4658
Portland Investment Counsel
Ontario, Canada
$181M +$64.6M +55% 20% 108% 43 37.21%
VBFG
4659
Vishria Bird Financial Group
Tennessee
$181M +$5.7M +3% 6.27% 74.3% 56 16.07%
RPCA
4660
Running Point Capital Advisors
California
$181M +$10.2M +6% 2.7% 52.1% 142 15.49%
CHM
4661
Collaborative Holdings Management
New York
$181M +$39.4M +28% 41.3% 591% 29 75.86%
BKA
4662
Brick & Kyle Associates
Pennsylvania
$181M +$20.7M +13% 4.97% 97.4% 58 3.45%
JAWM
4663
J. Arnold Wealth Management
Ohio
$181M +$11.6M +7% 8.95% 46.2% 118 40.68%
PK
4664
Pflug Koory
Nebraska
$181M +$11.9M +7% 10.3% 517 19.73%
SA
4665
Sycale Advisors
New York
$181M +$40.5M +29% 1.3% 31.5% 25 56%
ACM
4666
Ategra Capital Management
Virginia
$181M +$37M +26% 14.7% 114% 112 17.86%
MSAGDF
4667
Moneda SA Administradora General de Fondos
Chile
$181M +$7.75M +4% 3.12% 34.5% 48 16.67%
MIM
4668
Moseley Investment Management
Florida
$181M +$8.42M +5% 0.95% 96.6% 168 13.1%
PL
4669
Polianta Ltd
Jersey
$180M -$599K -0.3% 7.79% 31.6% 105 78.1%
LD
4670
Lipe & Dalton
New York
$180M +$17.6M +11% 12.8% 89.6% 106 11.32%
KC
4671
Kelso & Company
New York
$180M 18.6% 1
MWVC
4672
Morgens Waterfall Vintiadis & Co
New York
$180M -$4.95M -3% 6.57% 594% 38 34.21%
GL
4673
Gemsstock Ltd
United Kingdom
$180M +$16M +10% 12.2% 149% 18 50%
PAM
4674
Peninsula Asset Management
Florida
$180M +$15.7M +10% 6.06% 44.1% 46 4.35%
VMV
4675
Venrock Management VI
California
$180M -$92.6M -34% 27.5% 2 0%