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)
Five Oceans Advisors
5426
Five Oceans Advisors
California
$191M -$3.76M -2% 3.3% 85.3% 212 23.58% 1.8
Metavasi Capital
5427
Metavasi Capital
New York
$191M +$18.8M +11% 13.7% 840% 42 54.76% 0.7
NCM
5428
NCM Capital Management
New Jersey
$191M +$12.2M +7% 5.41% 105% 169 11.24% 2
Blue Pool Management
5429
Blue Pool Management
Hong Kong
$191M -$3.81M -2% 1.9% 72.8% 2 0% 1.8
CC
5430
Corton Capital
Ontario, Canada
$191M -$81.2M -30% 4.25% 225% 789 77.69% 0.3
Orion Capital Management
5431
Orion Capital Management
California
$191M +$2.27M +1% 4% 75.3% 515 17.28% 1.3
Union Savings Bank
5432
Union Savings Bank
Connecticut
$190M -$786K -0.4% 1.21% – 307 6.84% 0.9
Arbor Trust Wealth Advisors
5433
Arbor Trust Wealth Advisors
Michigan
$190M +$8.41M +5% 1.45% 63.8% 104 9.62% 3.2
Private Wealth Group
5434
Private Wealth Group
Florida
$190M -$2.54M -1% 0.73% 52.9% 60 1.67% 3.1
New England Professional Planning Group
5435
New England Professional Planning Group
Rhode Island
$190M -$1.34M -0.7% 0.66% 59% 56 14.29% 3.7
Tekne Capital Management
5436
Tekne Capital Management
New York
$190M -$159M -46% 10.3% 516% 11 54.55% 3
SCM
5437
Sage Capital Management
New Jersey
$190M +$6.05M +3% 2.99% 94.3% 158 6.33% 0.5
ShoreHaven Wealth Partners
5438
ShoreHaven Wealth Partners
New Jersey
$190M +$8.61M +5% 3.19% 72.4% 82 9.76% 1.8
Optimist Retirement Group
5439
Optimist Retirement Group
Washington
$190M -$4.45M -2% 1.25% – 123 20.33% 0.4
Fir Tree Capital Management
5440
Fir Tree Capital Management
New York
$190M -$224M -54% 1.58% 17.3% 134 50.75% 0.8
Bare Financial Services
5441
Bare Financial Services
Pennsylvania
$190M +$86.1M +83% 0.6% – 169 27.81% 0.3
MB, Levis & Associates
5442
MB, Levis & Associates
Pennsylvania
$190M +$3.97M +2% 0.32% 43.1% 292 4.11% 1.4
Garrison Asset Management
5443
Garrison Asset Management
Arkansas
$190M -$377K -0.2% 0.95% 52.1% 112 10.71% 6.2
Continuum Wealth Advisors
5444
Continuum Wealth Advisors
New York
$190M +$13.2M +7% 2.33% 69% 69 23.19% 1.1
Gallacher Capital Management
5445
Gallacher Capital Management
Colorado
$190M -$7.01M -4% 2.18% 70.7% 329 38.6% 0.8
Aletheian Wealth Advisors
5446
Aletheian Wealth Advisors
Washington
$190M +$5.44M +3% 2.33% – 87 5.75% 1.7
OCP
5447
OCO Capital Partners
New York
$190M +$82.8M +77% 2.21% 679% 4 25% 1.8
Lodestone Wealth Management
5448
Lodestone Wealth Management
Washington
$190M -$946K -0.5% 1.24% 87.1% 151 4.64% 1.2
American Financial & Tax Strategies
5449
American Financial & Tax Strategies
New York
$190M +$3.42M +2% 0.5% 46.9% 93 2.15% 0.5
Constitution Capital
5450
Constitution Capital
Connecticut
$190M +$12.5M +7% 4.38% 91.1% 64 6.25% 2.5