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)
FSB Premier Wealth Management
4851
FSB Premier Wealth Management
Iowa
$315M +$11.2M +4% 1.99% 53.9% 241 6.64% 2.8
25 LLC
4852
25 LLC
Missouri
$315M +$21.4M +7% 2.04% 48.7% 75 16% 1.8
Timonier Family Office
4853
Timonier Family Office
North Carolina
$315M +$9.9M +3% 2.16% – 59 6.78% 0.9
Berkeley Inc
4854
Berkeley Inc
Idaho
$314M +$3.56M +1% 2.2% 49.4% 80 7.5% 3
Transatlantique Private Wealth
4855
Transatlantique Private Wealth
New York
$314M +$8.71M +3% 3.71% 88.6% 220 10% 2.3
Auour Investments
4856
Auour Investments
Massachusetts
$314M +$7.14M +2% 1.63% 39.2% 91 6.59% 1.9
Crestview Partners IV
4857
Crestview Partners IV
New York
$314M -$10.3M -3% 2.77% 106% 2 0% 3.4
BPH
4858
Boundless Plain Holdings
$314M – – 10.3% – 19 – 0
Essential Planning
4859
Essential Planning
New Hampshire
$314M +$23.1M +8% 2.66% 40.9% 92 9.78% 2.1
HealthInvest Partners
4860
HealthInvest Partners
Sweden
$313M +$59.4M +23% 18.4% – 46 32.61% 1.7
First United Bank & Trust
4861
First United Bank & Trust
Maryland
$313M +$5.26M +2% 1.82% 78% 425 8.71% 3.8
MTM Investment Management
4862
MTM Investment Management
South Carolina
$313M -$1.42M -0.4% 2.49% 87.7% 746 7.37% 1.8
Gold Investment Management
4863
Gold Investment Management
Alberta, Canada
$313M +$15.6M +5% 5.93% 117% 205 1.46% 1.9
Iyo Bank
4864
Iyo Bank
Japan
$313M +$48.2M +18% 6.13% 125% 45 26.67% 2.9
Dorval Corp
4865
Dorval Corp
Minnesota
$313M +$11.1M +4% 0.05% 29.6% 43 2.33% 1.5
Sensible Money
4866
Sensible Money
Arizona
$313M +$18.9M +6% 3.64% 69.1% 92 10.87% 2.4
Hazlett, Burt & Watson
4867
Hazlett, Burt & Watson
West Virginia
$313M +$30M +11% 3.18% 108% 972 12.45% 2.2
Private Wealth Advisors (California)
4868
Private Wealth Advisors (California)
California
$313M +$15.6M +5% 3.8% 63.6% 97 13.4% 3.6
Robinswood Financial
4869
Robinswood Financial
Washington
$313M +$12.8M +4% 1.23% 43.2% 419 10.74% 1.7
Regents Gate Capital
4870
Regents Gate Capital
United Kingdom
$312M +$30.7M +11% 3.52% – 57 57.89% 0.3
Next Capital Management
4871
Next Capital Management
New York
$312M +$12.7M +4% 1.36% 61.3% 148 14.19% 3.1
Radcliff Management
4872
Radcliff Management
New York
$312M -$41.1M -12% 11.6% 47.6% 1 0% 4
HM
4873
Harvest Management
New York
$312M +$80.6M +35% 23.5% 610% 97 71.13% 0.3
Gen-Wealth Partners
4874
Gen-Wealth Partners
Michigan
$312M +$15.9M +5% 2.64% – 736 13.86% 1.3
Cabot-Wellington
4875
Cabot-Wellington
Massachusetts
$312M +$2.7M +0.9% 2.21% 73.1% 5 0% 5.3