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)
Burrus Financial Services
5301
Burrus Financial Services
Utah
$195M +$5.83M +3% 3.41% 31.3% 10 10% 1.4
ST
5302
Skorpios Trust
Cyprus
$195M +$119M +156% 157% 174% 2 0% 2.3
LI
5303
Latigo Investments
Florida
$195M +$14M +8% 7.02% 62.6% 20 5% 1.8
Gator Capital Management
5304
Gator Capital Management
Florida
$195M +$14.1M +8% 9.17% 245% 66 9.09% 2.8
Chartist Inc
5305
Chartist Inc
California
$195M +$11.1M +6% 9.58% – 29 17.24% 5.7
Selkirk Management
5306
Selkirk Management
New Jersey
$195M +$47M +32% 24.9% 245% 15 6.67% 4.6
DSC Meridian Capital
5307
DSC Meridian Capital
New York
$195M -$8.79M -4% 0.13% – 13 30.77% 0.2
Optimist Retirement Group
5308
Optimist Retirement Group
Washington
$195M +$40.8M +26% 12.2% 92.2% 110 36.36% 0.2
I2I
5309
Insight 2811 Inc
Illinois
$195M +$11.3M +6% 3.29% 31.3% 84 5.95% 4.2
Kinloch Capital
5310
Kinloch Capital
Virginia
$195M +$37.3M +24% 6.61% 63.4% 79 17.72% 2.2
Retirement Financial Solutions
5311
Retirement Financial Solutions
Tennessee
$195M +$18M +10% 5.33% 52.5% 47 14.89% 0.8
Five Oceans Advisors
5312
Five Oceans Advisors
California
$195M +$15.8M +9% 8.44% 85.3% 198 13.13% 1.5
Gramercy Funds Management
5313
Gramercy Funds Management
Connecticut
$195M +$194M +24,723% 26.2% 87.6% 2 50% 0.3
Blue Pool Management
5314
Blue Pool Management
Hong Kong
$194M -$60.1M -24% 2.38% 72.8% 2 0% 1.5
Taika Capital
5315
Taika Capital
Florida
$194M +$19.6M +11% 12.5% 68.3% 67 67.16% 0.4
Institutional Venture Management XV
5316
Institutional Venture Management XV
California
$194M -$11.6M -6% 20.7% 116% 5 0% 2.2
Fortress Wealth Management
5317
Fortress Wealth Management
California
$194M +$10.6M +6% 5.48% 52.1% 71 15.49% 1.4
Crown Wealth Group
5318
Crown Wealth Group
North Carolina
$194M +$27.9M +17% 10.5% 98.2% 121 29.75% 0.9
Lipe & Dalton
5319
Lipe & Dalton
New York
$194M +$9.7M +5% 5.94% 101% 111 10.81% 5.1
Burkett Financial Services
5320
Burkett Financial Services
South Carolina
$194M +$14.4M +8% 7.66% 63.6% 204 4.41% 0.2
IMZ Advisory
5321
IMZ Advisory
Florida
$194M +$8.41M +5% 8.01% 73.1% 34 11.76% 0.3
Custos Family Office
5322
Custos Family Office
Texas
$194M +$1.39M +0.7% 6.64% 57.4% 49 14.29% 1.2
Trinity Wealth Management
5323
Trinity Wealth Management
Pennsylvania
$194M +$26.7M +16% 7.1% 56.7% 51 21.57% 2.3
Rockingstone Advisors
5324
Rockingstone Advisors
Massachusetts
$194M +$15.3M +9% 11.7% 114% 109 7.34% 1.1
SC XII Management
5325
SC XII Management
California
$194M -$251M -56% 34.7% 73.4% 1 0% 3.5