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)
6C
4701
6elm Capital
New York
$178M +$75.5M +74% 31.7% – 20 75% 0.1
HWMA
4702
Heritage Wealth Management (Arizona)
Arizona
$178M – – 5.76% – 725 – 0
MTM Investment Management
4703
MTM Investment Management
South Carolina
$177M +$15.6M +10% 8.81% 87.7% 267 18.73% 0.2
Bull Street Advisors
4704
Bull Street Advisors
Georgia
$177M +$11.4M +7% 4.42% 48.5% 93 3.23% 1.4
FundX Investment Group
4705
FundX Investment Group
California
$177M -$62.4M -26% 3.74% 94.6% 49 53.06% 0.7
Prudent Investors Network
4706
Prudent Investors Network
California
$177M +$12.4M +8% 2.91% – 27 11.11% 0.8
Truvestments Capital
4707
Truvestments Capital
Florida
$177M +$32.9M +23% 8.53% 131% 699 15.45% 0.8
SCA
4708
Sassicaia Capital Advisers
New York
$177M +$129M +266% 19% 4,519% 87 88.51% 0
WC
4709
Weil Company
California
$177M +$9.6M +6% 10.6% 71.7% 159 27.67% 1.5
ValueWorks
4710
ValueWorks
New York
$177M +$19.9M +13% 29.2% 190% 33 21.21% 3.3
Compass Financial Group (Florida)
4711
Compass Financial Group (Florida)
Florida
$177M +$10.5M +6% 4.28% 47.5% 30 13.33% 2
PYA Waltman Capital
4712
PYA Waltman Capital
Tennessee
$176M +$8.42M +5% 3.86% 62.4% 57 26.32% 0.9
WC Walker & Associates
4713
WC Walker & Associates
California
$176M +$2.28M +1% 4.81% – 66 4.55% 0.2
SEP
4714
Southland Equity Partners
Missouri
$176M +$27.8M +19% 3.28% 66.1% 152 22.37% 0.2
Swiss Re
4715
Swiss Re
Switzerland
$176M +$19.1M +12% 6.86% – 3 33.33% 2.7
Lantz Financial
4716
Lantz Financial
Illinois
$176M +$15.5M +10% 6.94% 74.3% 138 14.49% 1.5
Profit Investment Management
4717
Profit Investment Management
Maryland
$176M +$19.7M +13% 13.1% 101% 93 7.53% 4.5
1492 Capital Management
4718
1492 Capital Management
Wisconsin
$176M +$2.1M +1% 20% 332% 129 44.19% 1.1
Clarity Wealth Advisors
4719
Clarity Wealth Advisors
California
$175M +$10.4M +6% 4.09% 94.1% 61 11.48% 1.1
CP
4720
CPV Partners
Connecticut
$175M +$793K +0.5% 16.7% 105% 4 25% 1.1
MHR
4721
Matthew Hamilton Rosenberg
$175M +$15M +9% 4.96% 52% 563 5.86% 0.8
Westshore Wealth
4722
Westshore Wealth
California
$175M – – 5.02% 58.8% 142 – 0.4
Golden State Equity Partners
4723
Golden State Equity Partners
California
$175M +$29.9M +21% 6.47% – 235 51.91% 0.2
Gunma Bank
4724
Gunma Bank
Japan
$175M +$65.5M +60% 6.72% 24.5% 39 66.67% 0.8
GPM Growth Investors
4725
GPM Growth Investors
Michigan
$175M +$12.6M +8% 5.28% – 41 19.51% 0.9