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)
Convergence Investment Partners
4901
Convergence Investment Partners
Florida
$169M +$15.6M +10% 13.7% 304% 253 40.32% 2.7
LWMM
4902
Legacy Wealth Management (Mississippi)
Mississippi
$169M +$20.5M +14% 7.83% 105% 78 11.54% 2.5
Shepherd Kaplan Krochuk
4903
Shepherd Kaplan Krochuk
Massachusetts
$169M -$31.1M -16% 7.05% 38.5% 155 59.35% 2.4
Soviero Asset Management
4904
Soviero Asset Management
New York
$169M -$101M -37% 53.3% 676% 41 60.98% 0.7
Element Capital Management
4905
Element Capital Management
New York
$168M -$40.3M -19% 16% 49.4% 159 98.74% 0.3
HighVista Strategies
4906
HighVista Strategies
Massachusetts
$168M -$6.63M -4% 13.3% 622% 139 43.17% 0.7
O'Keefe Stevens Advisory
4907
O'Keefe Stevens Advisory
New York
$168M +$20.5M +14% 12.9% 208% 40 10% 3.8
BOCM
4908
Bontempo Ohly Capital Management
Maryland
$168M +$17.3M +11% 12.2% 49.6% 31 3.23% 4.4
Point Break Capital Management
4909
Point Break Capital Management
Florida
$168M -$43.9M -21% 26.5% – 10 50% 1.7
Fortis Capital Advisors
4910
Fortis Capital Advisors
Kansas
$168M – – 5.71% 127% 664 – 0
MAM
4911
Milestone Asset Management
Pennsylvania
$168M – – 5.17% 64.4% 70 – 0
Vantage Financial Partners (Wisconsin)
4912
Vantage Financial Partners (Wisconsin)
Wisconsin
$168M +$19.5M +13% 5.72% 53.8% 67 19.4% 0.8
Fluent Financial
4913
Fluent Financial
Texas
$168M -$14.4M -8% 6.35% 46.9% 77 22.08% 1.3
Reliant Investment Management
4914
Reliant Investment Management
Tennessee
$168M +$27.2M +19% 16.3% 129% 58 12.07% 2.7
SummerHaven Investment Management
4915
SummerHaven Investment Management
Connecticut
$168M +$23.2M +16% 18.9% 150% 199 0% 0.9
MFC
4916
Mechanics Financial Corp
Ohio
$168M +$14.5M +9% 9.83% 81.6% 226 3.98% 1
St. Johns Investment Management
4917
St. Johns Investment Management
Florida
$168M +$15.3M +10% 8.86% 91.9% 185 5.95% 5.4
CCM
4918
Consolidated Capital Management
California
$168M +$8.37M +5% 5.02% 166% 59 6.78% 2.3
Helen Stephens Group
4919
Helen Stephens Group
Texas
$168M +$24.9M +17% 7.01% 53.4% 72 23.61% 0.7
Sterling Financial Planning
4920
Sterling Financial Planning
New Jersey
$168M +$25M +17% 9.06% 59.3% 91 9.89% 1.7
UG Investment Advisers
4921
UG Investment Advisers
Taiwan
$168M – – 9.4% 172% 26 – 0.5
Hillcrest Wealth Advisors
4922
Hillcrest Wealth Advisors
New Jersey
$167M +$9.7M +6% 6.99% 58.7% 52 3.85% 3
KLC
4923
Kent Lake Capital
Nevada
$167M +$14.7M +10% 24% 92.1% 58 70.69% 0.4
Strengthening Families & Communities LLC
4924
Strengthening Families & Communities LLC
Massachusetts
$167M -$24.6M -13% 9.75% 116% 562 37.01% 0.8
Littlejohn & Co
4925
Littlejohn & Co
Connecticut
$167M -$25.4M -13% 4.31% 56.2% 97 49.48% 1