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)
Hibernia Wealth Partners
5776
Hibernia Wealth Partners
Louisiana
$129M – – 3.33% 34.4% 353 – 0
Cresta Advisors
5777
Cresta Advisors
Texas
$129M +$519K +0.4% 4.31% 66.8% 49 18.37% 0.6
GCM
5778
Granby Capital Management
Florida
$129M +$7.2M +6% 0.22% 50% 27 37.04% 1.1
Dalton Investments
5779
Dalton Investments
Nevada
$129M +$11.1M +9% 11.5% 95.1% 27 3.7% 3.1
TCM
5780
Tao Capital Management
California
$129M -$7.44M -5% 1.82% 314% 14 21.43% 2.7
Prosperitas Financial
5781
Prosperitas Financial
California
$129M – – 2.2% 118% 67 – 0
QVIDTVM Management
5782
QVIDTVM Management
Texas
$129M -$33.7M -21% 7.76% 19.5% 15 46.67% 0.8
SCP
5783
Syntal Capital Partners
Texas
$129M -$121M -48% 10.8% 102% 125 27.2% 2.2
Adirondack Retirement Specialists
5784
Adirondack Retirement Specialists
New York
$129M +$1.16M +0.9% 1.8% 13.1% 152 84.21% 1.5
Wells Financial Advisors
5785
Wells Financial Advisors
Massachusetts
$129M -$3.81M -3% 3.09% 54% 65 0% 2.1
Blue Creek Capital Management
5786
Blue Creek Capital Management
Hong Kong
$129M +$7.24M +6% 21.6% – 5 0% 0.8
Okabena Investment Services
5787
Okabena Investment Services
Minnesota
$129M -$8.07M -6% 4.05% 72.4% 159 39.62% 1.9
Cooper/Haims Advisors
5788
Cooper/Haims Advisors
New York
$129M -$1.81M -1% 3.63% 53.1% 80 10% 3.4
Laurel Wealth Planning
5789
Laurel Wealth Planning
Minnesota
$128M -$11.6M -8% 4.03% 53.1% 54 5.56% 2.3
CNFG
5790
Creegan & Nassoura Financial Group
New Hampshire
$128M -$6.98M -5% 3.33% 52.6% 77 3.9% 5.9
Addison Capital
5791
Addison Capital
Pennsylvania
$128M -$11.8M -8% 4.46% 59.7% 108 6.48% 4.9
Old North State Trust
5792
Old North State Trust
North Carolina
$128M -$6.98M -5% 2.75% – 150 5.33% 3.4
Aspen Wealth Strategies
5793
Aspen Wealth Strategies
Colorado
$128M -$3.46M -3% 2.58% 65.8% 82 17.07% 0.6
Security National Bank of Sioux City Iowa
5794
Security National Bank of Sioux City Iowa
Iowa
$128M -$4.41M -3% 1.92% 61% 95 5.26% 5.6
Arcadia Wealth Management (New Hampshire)
5795
Arcadia Wealth Management (New Hampshire)
New Hampshire
$128M -$7.36M -5% 3.62% 55.5% 55 14.55% 0.6
KPCB DGF II Associates
5796
KPCB DGF II Associates
California
$128M +$127M +10,066% 17.5% 2.08% 3 100% 0
Mork Capital Management
5797
Mork Capital Management
California
$128M -$2.18M -2% 1.58% 61.9% 119 4.2% 2.8
Barnett & Company
5798
Barnett & Company
Tennessee
$128M -$6.54M -5% 0.6% 65.9% 85 18.82% 4
AFA
5799
Atlas Financial Advisors
California
$128M +$56.9M +80% 6.2% 5.34% 45 40% 0.6
Tacita Capital
5800
Tacita Capital
Ontario, Canada
$128M -$8.32M -6% 4.86% 72.3% 198 6.06% 2.2