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
WDC
5226
Woodward Diversified Capital
California
$131M -$22.1M -14% 9.13% 84.1% 162 19.14%
KCM
5227
Kennicott Capital Management
California
$131M -$42.6M -25% 18.8% 85.5% 48 25%
SC
5228
Solstein Capital
California
$131M -$21.2M -14% 6.9% 83.6% 399 18.8%
TFA
5229
Tranquilli Financial Advisor
New Jersey
$131M -$10M -7% 4.89% 47.8% 88 35.23%
BBW
5230
Blue Barn Wealth
Utah
$130M -$13.9M -10% 10.5% 46.4% 129 17.83%
HIS
5231
Harvest Investment Services
Illinois
$130M -$36.5M -22% 14% 223% 207 46.86%
PD
5232
Planning Directions
Pennsylvania
$130M -$11.9M -8% 9.03% 36.4% 79 16.46%
RCA
5233
Ranch Capital Advisors
Florida
$130M -$21M -14% 12.6% 82% 165 15.76%
MSDF
5234
Michael & Susan Dell Foundation
New York
$130M -$35.6M -21% 8.41% 120% 5 20%
CFC
5235
Client First Capital
California
$130M -$18.5M -12% 8.95% 49.6% 25 12%
CASB
5236
Cape Ann Savings Bank
Massachusetts
$130M -$21.9M -14% 12.4% 59.5% 86 9.3%
SAM
5237
Soditic Asset Management
United Kingdom
$130M -$38.9M -23% 12.5% 23.4% 18 16.67%
OCA
5238
Offit Capital Advisors
New York
$130M -$84.3M -39% 3.73% 2 0%
HCM
5239
Highview Capital Management
Illinois
$130M -$25.5M -16% 12.9% 89.5% 110 20.91%
GF
5240
Gates Foundation
Washington
$130M -$55.9M -30% 8.98% 58.1% 11 18.18%
SHFP
5241
Second Half Financial Partners
Florida
$130M $0 0% 9.55% 36.8% 60 0%
PAG
5242
Powers Advisory Group
Illinois
$130M -$13.7M -10% 9.53% 37.5% 93 3.23%
AG
5243
Arctis Global
Puerto Rico
$130M +$19.7M +18% 28.5% 69.5% 10 40%
SC
5244
Saiph Capital
New Jersey
$130M -$17.8M -12% 17.5% 44.6% 47 25.53%
BSI
5245
Bennett Selby Investments
Maine
$130M -$36.2M -22% 18.5% 69.8% 63 15.87%
TPWM
5246
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 12.9% 42.6% 179 13.97%
GIA
5247
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 15.4% 57% 236 40.25%
LAIC
5248
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 13.2% 75.5% 91 4.4%
HFS
5249
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 12.4% 39.5% 61 18.03%
CCP
5250
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 11.8% 180% 70 55.71%