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)
Mayport LLC
5626
Mayport LLC
Massachusetts
$145M +$10.3M +8% 5.08% 57% 67 17.91% 0.2
Purus Wealth Management
5627
Purus Wealth Management
California
$145M -$14.9M -9% 6.48% 174% 128 21.88% 0.9
Vaughan & Co Securities
5628
Vaughan & Co Securities
New Jersey
$145M -$2.78M -2% 3.58% 70.7% 60 11.67% 1.6
Rho Capital Partners
5629
Rho Capital Partners
New York
$145M -$9.5M -6% 4.7% – 5 0% 3.7
Tandem Capital Management
5630
Tandem Capital Management
New Jersey
$145M -$28.9M -17% 5.66% 128% 104 22.12% 1.5
Blue Barn Wealth
5631
Blue Barn Wealth
Utah
$144M -$3.55M -2% 4.77% 46.4% 134 15.67% 0.6
Ramiah Investment Group
5632
Ramiah Investment Group
Wisconsin
$144M -$3.81M -3% 3.1% 62.2% 78 15.38% 1.4
MKP Capital Management
5633
MKP Capital Management
New York
$144M -$1.61B -92% 24.7% 69.8% 35 97.14% 0.1
Pinion Investment Advisors
5634
Pinion Investment Advisors
Kansas
$144M -$4.1M -3% 2.8% 75.4% 178 20.79% 2
ASBI
5635
American State Bank (Iowa)
Iowa
$144M -$146K -0.1% 3.08% 138% 299 1.67% 1.2
Consolidated Planning Corp
5636
Consolidated Planning Corp
Georgia
$144M -$10.9M -7% 5.13% 84.6% 65 9.23% 1.6
Castellan Group
5637
Castellan Group
Kentucky
$144M -$171K -0.1% 4.04% 184% 76 26.32% 0.8
RCM
5638
Ratan Capital Management
Florida
$144M -$511M -78% 8.93% 616% 81 54.32% 1.7
Cornerstone Advisors Asset Management
5639
Cornerstone Advisors Asset Management
Pennsylvania
$144M +$12.5M +9% 3.1% 41.2% 65 16.92% 0.2
MV Management XI
5640
MV Management XI
California
$144M -$87.4M -38% 35.8% – 4 0% 0.3
Ravenstone Capital Management
5641
Ravenstone Capital Management
$144M -$15.6M -10% 9.2% 63% 71 45.07% 0.6
Evolutionary Tree Capital Management
5642
Evolutionary Tree Capital Management
Virginia
$144M -$64.4M -31% 20.7% 139% 46 28.26% 0.9
Heirloom Wealth Management
5643
Heirloom Wealth Management
Colorado
$144M +$27.2M +23% 1.19% 81.8% 39 41.03% 0.2
LI
5644
Latigo Investments
Florida
$144M -$6.07M -4% 3.64% 56.6% 16 0% 0.3
XXEC Inc
5645
XXEC Inc
Oklahoma
$144M +$26.6M +23% 9.84% 19.3% 25 8% 1.2
David J. Yvars Group
5646
David J. Yvars Group
Florida
$144M -$18.2M -11% 5.8% 143% 97 34.02% 0.9
Comprehensive Financial Consultants Institutional
5647
Comprehensive Financial Consultants Institutional
Indiana
$144M -$12.2M -8% 0.45% 78% 533 72.98% 0.2
Corepath Wealth Partners
5648
Corepath Wealth Partners
Arizona
$144M +$3.98M +3% 4.58% 62.1% 40 10% 1.2
Powers Advisory Group
5649
Powers Advisory Group
Illinois
$144M +$1.84M +1% 2.99% 49.8% 93 4.3% 0.2
Burns Matteson Capital Management
5650
Burns Matteson Capital Management
New York
$144M -$3.56M -2% 3.37% 137% 157 43.95% 0.7