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)
Ameliora Wealth Management
5026
Ameliora Wealth Management
Switzerland
$220M -$302K -0.1% 4.43% 73.9% 198 9.6% 1.5
Sterling Financial Group
5027
Sterling Financial Group
California
$220M +$9.7M +5% 2.19% 49.6% 69 14.49% 1.1
Nekton Capital
5028
Nekton Capital
United Kingdom
$220M -$209M -49% 2.34% 30.1% 17 23.53% 0.5
IGYL
5029
I.G.Y. Ltd
United Kingdom
$220M +$11.8M +6% 8.03% 80.5% 3 0% 4.3
Access Financial Services
5030
Access Financial Services
Minnesota
$220M -$3.71M -2% 0.59% 44.8% 102 12.75% 3.4
Dupree Financial Group
5031
Dupree Financial Group
Kentucky
$220M -$4.65M -2% 0.07% 75.8% 75 32% 0.4
Balanced Wealth Group
5032
Balanced Wealth Group
Ohio
$220M -$4.64M -2% 2.17% – 72 8.33% 0.5
HI
5033
Hyundai Investments
South Korea
$220M -$47.7M -18% 17.8% 74.8% 1 0% 2.5
Washington University
5034
Washington University
Missouri
$220M -$50.7M -19% 7.63% 44% 5 40% 1.8
Ameraudi Asset Management
5035
Ameraudi Asset Management
New York
$220M +$4.91M +2% 0.48% 47.1% 60 21.67% 2.2
Lowe Wealth Advisors
5036
Lowe Wealth Advisors
Maryland
$220M +$4.79M +2% 2.47% 63.3% 336 14.88% 5
WorthPointe
5037
WorthPointe
California
$219M +$20.7M +10% 0.73% 59.7% 76 21.05% 1.2
Fusion Capital
5038
Fusion Capital
South Carolina
$219M +$638K +0.3% 3.01% 100% 75 5.33% 3.2
Elevation Capital Advisory
5039
Elevation Capital Advisory
Oregon
$219M – – 4.41% – 40 – 0.4
Nixon Capital
5040
Nixon Capital
Texas
$219M -$40.6M -16% 6.82% 118% 34 29.41% 1.3
SCA
5041
Sander Capital Advisors
Washington
$219M +$13.9M +7% 9.89% 113% 18 27.78% 3.5
Cambridge Financial Group (Arizona)
5042
Cambridge Financial Group (Arizona)
Arizona
$219M +$8.47M +4% 0.89% 69.5% 128 5.47% 0.5
Thrive Capital Management (Pennsylvania)
5043
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219M +$31.1M +17% 0.94% 58.2% 204 53.43% 0.6
Next Level Private
5044
Next Level Private
New York
$219M +$822K +0.4% 1.92% 95.9% 141 12.77% 1.2
GWA
5045
GGM Wealth Advisors
Maryland
$219M +$3.92M +2% 2.1% 25.9% 143 13.99% 1.4
CCAM
5046
Codex Capital Asset Management
Texas
$218M – – 8.93% – 37 – 0
CWM
5047
Capital Wealth Management
Rhode Island
$218M +$9.6M +5% 0.94% 46.7% 46 17.39% 2.9
Commonwealth Retirement Investments
5048
Commonwealth Retirement Investments
Virginia
$218M +$8.95M +4% 1.67% 96.7% 93 15.05% 1
Capital Today Evergreen Fund
5049
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 19.6% 23.7% 3 0% 1.1
Montis Financial
5050
Montis Financial
Massachusetts
$218M +$7.67M +4% 2.23% 46% 89 16.85% 2