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)
RI
4926
Rinkey Investments
California
$167M +$34.7M +26% 5.08% 42.1% 55 30.91% 0.5
Transatlantique Private Wealth
4927
Transatlantique Private Wealth
New York
$167M +$17.6M +12% 8.24% 88.6% 216 22.69% 0.4
Addison Advisors
4928
Addison Advisors
Vermont
$167M +$5.76M +4% 9.56% 50.2% 826 13.2% 1.3
AA
4929
Alta Advisers
United Kingdom
$167M +$8.2M +5% 6.57% 114% 386 2.85% 0.3
Interactive Financial Advisors
4930
Interactive Financial Advisors
Illinois
$167M -$5.38M -3% 7.16% 47.6% 171 4.09% 4.9
Solas Capital Management
4931
Solas Capital Management
Connecticut
$167M +$2.72M +2% 7.95% 62.5% 32 50% 1
Strong Tower Advisory Services
4932
Strong Tower Advisory Services
Minnesota
$167M -$1.66M -1% 8.1% 155% 101 14.85% 1.1
Missouri Trust & Investment Company
4933
Missouri Trust & Investment Company
Missouri
$167M +$13.8M +9% 11.8% 65.1% 359 4.18% 0.9
LAM
4934
Lountzis Asset Management
Pennsylvania
$167M +$19.2M +13% 10.7% 124% 31 6.45% 2.3
ICW Investment Advisors
4935
ICW Investment Advisors
Arizona
$167M +$17.6M +12% 13% 58.6% 124 1.61% 2.8
Independent Family Office
4936
Independent Family Office
New York
$166M -$36.4M -18% 9.13% 68.4% 68 1.47% 2
HCM
4937
Hall Capital Management
Rhode Island
$166M +$16.1M +11% 9.27% – 92 3.26% 5.3
Phoenix Wealth Advisors
4938
Phoenix Wealth Advisors
North Carolina
$166M +$66.4M +66% 9.41% 60.1% 123 26.02% 1.2
AREX Capital Management
4939
AREX Capital Management
New York
$166M +$15.7M +10% 15.5% 36.2% 19 21.05% 1.3
KFO
4940
Kopp Family Office
Minnesota
$166M +$43.3M +35% 12.1% 47.9% 23 39.13% 1.4
UNC Management Company
4941
UNC Management Company
North Carolina
$166M -$12.7M -7% 11.5% 92% 5 60% 0.4
First City Capital Management
4942
First City Capital Management
Georgia
$166M +$14.4M +9% 12.7% 86.4% 167 9.58% 5.3
Snow Phipps Group
4943
Snow Phipps Group
New York
$166M -$19.2M -10% 10.4% 58% 2 0% 2.8
First Dallas Securities
4944
First Dallas Securities
Texas
$166M +$20.4M +14% 16% 163% 124 15.32% 3.6
QVIDTVM Management
4945
QVIDTVM Management
Texas
$166M +$18.1M +12% 16.4% 19.5% 15 26.67% 0.6
Whelan Financial
4946
Whelan Financial
California
$166M +$20.3M +14% 5.15% 64.6% 30 13.33% 0.8
SA
4947
Stonebridge Advisors
Connecticut
$166M +$40.4M +32% 0.63% 3.35% 4 25% 0.8
Strategic Value Bank Partners
4948
Strategic Value Bank Partners
Ohio
$166M +$15.4M +10% 10.1% 98.1% 23 8.7% 0.8
Comprehensive Financial Consultants Institutional
4949
Comprehensive Financial Consultants Institutional
Indiana
$166M +$13.9M +9% 12.3% 78% 172 20.35% 0.8
GSI Capital Advisors
4950
GSI Capital Advisors
California
$165M -$43.1M -21% 5.35% 39.7% 37 37.84% 1.2