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)
NERM
4901
New England Research & Management
Illinois
$193M -$14M -7% 2.57% 65% 208 39.9% 3
Snow Phipps Group
4902
Snow Phipps Group
New York
$193M -$35.8M -16% 15% 58% 2 0% 2
TriaGen Wealth Management
4903
TriaGen Wealth Management
California
$193M -$9.8M -5% 3.36% 132% 215 40% 0.8
Vantage Financial Partners (Illinois)
4904
Vantage Financial Partners (Illinois)
Illinois
$193M -$4.7M -2% 3.3% 13.1% 91 8.79% 2.5
SVG
4905
Sun Valley Gold
Idaho
$193M -$20.4M -10% 9.6% 160% 13 30.77% 2.7
Zullo Investment Group
4906
Zullo Investment Group
Pennsylvania
$193M -$1.78M -0.9% 3.24% 143% 856 9.46% 0.2
Wealth Management Solutions
4907
Wealth Management Solutions
Pennsylvania
$192M -$1.99M -1% 4.68% – 131 21.37% 0.2
Firsthand Capital Management
4908
Firsthand Capital Management
California
$192M -$70.2M -27% 10.9% 265% 54 18.52% 3
X-Square Capital
4909
X-Square Capital
Puerto Rico
$192M -$6.59M -3% 7.44% 158% 166 15.06% 1.7
Compass Advisory Group
4910
Compass Advisory Group
New York
$192M +$7.49M +4% 3.89% 49.2% 66 12.12% 0.9
Heron Financial Group
4911
Heron Financial Group
New York
$192M +$6.54M +4% 3.53% 47.5% 159 10.69% 1.8
Carmel Capital Management
4912
Carmel Capital Management
California
$192M -$11.6M -6% 8% 247% 39 7.69% 0.2
Stagwell Group
4913
Stagwell Group
Florida
$192M -$37.9M -16% 16.5% 8.47% 1 0% 0.3
Genesee Capital Advisors
4914
Genesee Capital Advisors
New York
$192M -$17.7M -8% 2.64% 107% 134 36.57% 0.4
Lincoln Capital Corp
4915
Lincoln Capital Corp
Rhode Island
$192M -$16.3M -8% 4.24% 82% 81 27.16% 2.2
Octahedron Capital Management
4916
Octahedron Capital Management
California
$192M -$71.7M -27% 21.4% 234% 38 28.95% 0.2
FNWM
4917
Financial Network Wealth Management
Utah
$192M -$5.75M -3% 5.33% – 120 10.83% 1.1
LWMM
4918
Legacy Wealth Management (Mississippi)
Mississippi
$192M -$3.8M -2% 3.29% 105% 109 19.27% 1.8
Smith Shellnut Wilson
4919
Smith Shellnut Wilson
Mississippi
$191M -$10.9M -5% 3.91% 98.6% 150 8% 3.4
HIS
4920
Horizon Investment Services
Indiana
$191M -$27.6M -13% 3.99% 250% 140 35% 2.5
BM
4921
Bislett Management
California
$191M -$17M -8% 4.51% 19.8% 15 6.67% 6
New World Advisors
4922
New World Advisors
Massachusetts
$191M -$26.6M -12% 16.9% 84.1% 78 29.49% 0.9
Aspen Investment Management
4923
Aspen Investment Management
Michigan
$191M -$12.4M -6% 2.53% 84.9% 153 15.03% 5.2
Fusion Capital
4924
Fusion Capital
South Carolina
$191M -$6.09M -3% 3.79% 108% 88 10.23% 1.6
Apexium Financial
4925
Apexium Financial
Texas
$191M -$3.2M -2% 5.47% 89.6% 98 3.06% 1.7