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)
Adams Chetwood Wealth Management
5326
Adams Chetwood Wealth Management
North Carolina
$131M +$10.6M +9% 6.8% – 77 6.49% 1.1
Viewpoint Investment Partners
5327
Viewpoint Investment Partners
Alberta, Canada
$131M +$24M +22% 4.44% 38.4% 12 16.67% 1.1
Royal Harbor Partners
5328
Royal Harbor Partners
Texas
$131M +$11.5M +10% 7.53% 54.6% 93 31.18% 0.8
First National Bank of South Miami
5329
First National Bank of South Miami
Florida
$131M +$14.6M +13% 5.37% 35.2% 325 11.38% 1.7
AIFAIM
5330
American Institute for Advanced Investment Management
Arizona
$131M +$6.57M +5% 3.9% 79.1% 116 11.21% 0.9
RHDIC
5331
R.H. Dinel Investment Counsel
California
$131M +$6.53M +5% 3.84% 55.9% 55 18.18% 5.3
Northstar Advisory Group
5332
Northstar Advisory Group
New Jersey
$131M +$11.7M +10% 8.26% 141% 117 22.22% 0.2
AA
5333
Alta Advisers
United Kingdom
$131M -$3.2M -2% 2.55% 129% 5 20% 2.8
Caprin Asset Management
5334
Caprin Asset Management
Virginia
$131M -$2.87M -2% 1.26% 7.87% 19 10.53% 3.9
Hilltop Wealth Advisors
5335
Hilltop Wealth Advisors
North Carolina
$131M +$18.5M +16% 7.48% 58.3% 37 13.51% 0.9
Seafarer Capital Partners
5336
Seafarer Capital Partners
California
$131M -$10.9M -8% 9.58% 61.3% 3 0% 1.8
Diametric Capital
5337
Diametric Capital
Massachusetts
$131M +$5.05M +4% 24.2% 175% 243 73.66% 0.3
Ponoi II Management
5338
Ponoi II Management
California
$131M -$6.68M -5% 3.23% – 5 0% 0.3
McNaughton Wealth Management
5339
McNaughton Wealth Management
California
$131M +$5.63M +5% 2.84% 55.6% 53 13.21% 1
Members Capital Advisors Inc
5340
Members Capital Advisors Inc
Wisconsin
$131M +$12.6M +11% 6.56% – 59 25.42% 1
Kinloch Capital
5341
Kinloch Capital
Virginia
$130M +$11.9M +10% 11.9% 63.4% 231 74.03% 0.2
Rainwater Charitable Foundation
5342
Rainwater Charitable Foundation
Texas
$130M -$5.45M -4% 6.34% 44% 2 0% 1.1
EGVF
5343
ESA Global Value Fund
Cayman Islands
$130M +$2.86M +2% 3.23% – 5 0% 0.3
RCM
5344
RVB Capital Management
New York
$130M +$11.8M +10% 9.28% 10.4% 38 36.84% 0.4
Johns Hopkins University
5345
Johns Hopkins University
Maryland
$130M +$129M +15,296% 11.8% 30.6% 7 100% 0
Diversified
5346
Diversified
Delaware
$130M +$12.5M +11% 3.06% 34.4% 356 74.72% 0.2
SFMG
5347
Sage Financial Management Group
Virginia
$130M +$2.39M +2% 4.38% 51.6% 123 75.61% 0.1
Wealth Enhancement & Preservation of GA
5348
Wealth Enhancement & Preservation of GA
Georgia
$130M +$14M +12% 12.3% 82.2% 59 28.81% 0.8
Israel Discount Bank of New York
5349
Israel Discount Bank of New York
New York
$130M -$7.54M -5% 4.09% 40.8% 83 4.82% 3.3
TCM
5350
Trybe Capital Management
Connecticut
$129M -$6.29M -5% 1.88% 681% 15 26.67% 0.2