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)
Safir Wealth Advisors
5551
Safir Wealth Advisors
New Hampshire
$108M – – 6.75% 52.1% 41 – 0
Flagship Private Wealth
5552
Flagship Private Wealth
Massachusetts
$108M – – 12.2% 70.2% 308 – 0
CIA
5553
CSat Investment Advisory
Michigan
$108M -$1.02B -90% 18.7% 87.4% 1,095 53.06% 2.5
GG
5554
Golden Green
South Carolina
$108M – – 22.3% 92.4% 128 – 0
Panview Asian Equity Master Fund
5555
Panview Asian Equity Master Fund
Hong Kong
$107M – – 70.9% 145% 7 – 0
Aldebaran Financial
5556
Aldebaran Financial
$107M +$11.3M +12% 11.9% 115% 84 14.29% 4.4
HA
5557
Havens Advisors
New York
$107M -$579K -0.5% 20.9% 460% 53 73.58% 0.2
Accel Wealth Management
5558
Accel Wealth Management
Iowa
$107M – – 13.5% 82.4% 857 – 0
Tatro Capital
5559
Tatro Capital
Kentucky
$107M +$19.8M +23% 11.3% – 88 36.36% 0.5
Viewpoint Investment Partners
5560
Viewpoint Investment Partners
Alberta, Canada
$107M -$365K -0.3% 11% 38.4% 11 18.18% 1.1
CSA
5561
Cottage Street Advisors
Massachusetts
$107M -$29.2M -21% 14.5% 95.8% 93 25.81% 3.6
Innova Wealth Partners
5562
Innova Wealth Partners
Pennsylvania
$107M – – 10% 72.5% 58 – 0
Aurora Investment Managers
5563
Aurora Investment Managers
Florida
$107M -$3.58M -3% 25.5% 74.4% 36 41.67% 0.6
Palladiem
5564
Palladiem
Pennsylvania
$107M – – 11.2% – 58 – 1.6
Smart Portfolios LLC
5565
Smart Portfolios LLC
Washington
$107M +$18.5M +21% 5.64% 41.3% 48 50% 1.4
Chubb Ltd
5566
Chubb Ltd
Switzerland
$107M +$102M +1,985% 4.41% 64.2% 4 50% 2.5
Courant Investment Management
5567
Courant Investment Management
Tennessee
$106M -$15.6M -13% 28.5% 35.2% 12 8.33% 2.5
HCSF Management
5568
HCSF Management
California
$106M +$11.9M +13% 23.8% 58.8% 10 20% 2.6
Satovsky Asset Management
5569
Satovsky Asset Management
New York
$106M – – 12% 53.6% 25 – 0
RCIM
5570
Russell Clark Investment Management
United Kingdom
$106M +$15.6M +17% 21.6% 174% 52 34.62% 1.2
Colony Family Offices
5571
Colony Family Offices
North Carolina
$106M – – 11.3% 53.9% 28 – 0
Spinnaker Capital
5572
Spinnaker Capital
Massachusetts
$106M +$33.4M +46% 46.6% 12.4% 3 33.33% 3
Beam Wealth Advisors
5573
Beam Wealth Advisors
Louisiana
$106M -$831K -0.8% 11.8% 69.2% 147 22.45% 0.7
Jetstream Capital
5574
Jetstream Capital
Tennessee
$106M – – 44.1% – 14 – 0
WF
5575
Williams Financial
Vermont
$106M – – 5.94% 33.1% 24 – 0