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)
ETH
4701
Exos TFP Holdings
New York
$203M -$194M -49% 3.08% – 496 60.28% 0.4
Phraction Management
4702
Phraction Management
Connecticut
$203M +$28.2M +16% 7.63% 106% 48 10.42% 1.2
Addison Advisors
4703
Addison Advisors
Vermont
$202M +$23.8M +13% 4.52% 50.2% 666 10.96% 1.8
UID
4704
Union Investments & Development
Israel
$202M +$28.7M +17% 12.2% 17% 55 20% 1
Portland Investment Counsel
4705
Portland Investment Counsel
Ontario, Canada
$202M -$16.3M -7% 3.94% 108% 38 13.16% 3.5
SST
4706
S Squared Technology
New York
$202M +$33.7M +20% 15.8% 223% 38 21.05% 2.9
KA
4707
Kooman & Associates
Pennsylvania
$202M +$17M +9% 4.4% 66% 44 11.36% 0.5
Sterling Financial Planning
4708
Sterling Financial Planning
New Jersey
$202M +$17.6M +10% 3.37% 55.5% 98 3.06% 2
Watchman Group
4709
Watchman Group
Texas
$202M +$10.1M +5% 6.62% 54% 71 15.49% 2.3
Meros Investment Management
4710
Meros Investment Management
Texas
$202M +$25.8M +15% 5.22% 102% 40 17.5% 1.2
Total Clarity Wealth Management
4711
Total Clarity Wealth Management
Illinois
$201M +$17.3M +9% 4.63% 73.2% 233 33.48% 1.3
Soviero Asset Management
4712
Soviero Asset Management
New York
$201M +$4.34M +2% 7.17% 676% 54 59.26% 0.6
Snow Phipps Group
4713
Snow Phipps Group
New York
$201M +$32.4M +19% 20.3% 58% 2 0% 3.3
Stiles Financial Services
4714
Stiles Financial Services
Minnesota
$201M +$15.1M +8% 7.82% 133% 196 9.18% 1.2
DI
4715
DAGCO Inc
Ohio
$201M +$14.8M +8% 6.5% 75% 84 7.14% 3.6
Spectrum Asset Management (California)
4716
Spectrum Asset Management (California)
California
$201M -$1.04M -0.5% 3.04% 68.3% 97 16.49% 3.3
Truvestments Capital
4717
Truvestments Capital
Florida
$201M +$13.3M +7% 7.38% 131% 712 8.43% 1.5
Hartree Partners
4718
Hartree Partners
New York
$201M +$45.3M +29% 5.24% 138% 80 68.75% 0.4
DGS Capital Management
4719
DGS Capital Management
New Jersey
$201M +$21.2M +12% 7.46% 177% 259 22.39% 1
Kize Capital
4720
Kize Capital
New York
$201M -$28M -12% 9.18% 34.7% 6 0% 2
Seneca House Advisors
4721
Seneca House Advisors
Virginia
$201M +$8.03M +4% 4.89% 58.2% 84 5.95% 3.5
Wolf Group Capital Advisors
4722
Wolf Group Capital Advisors
Virginia
$201M -$673K -0.3% 6.44% 28.2% 112 12.5% 2.9
Raleigh Capital Management
4723
Raleigh Capital Management
North Carolina
$201M -$1.7M -0.8% 2.02% 71.8% 944 22.25% 0.9
Corundum Group
4724
Corundum Group
Colorado
$200M -$10.9M -5% 6.36% 80.5% 116 13.79% 3.3
Opal Wealth Advisors
4725
Opal Wealth Advisors
New York
$200M +$29.2M +17% 5.14% 62.3% 151 28.48% 1.1