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)
Alternative Investment Advisors
5776
Alternative Investment Advisors
Florida
$166M +$12.4M +8% 8.27% 78.6% 51 17.65% 0.4
CWM
5777
CCG Wealth Management
California
$166M +$17M +11% 9.82% 82.6% 77 36.36% 2.5
AA
5778
AlphaQ Advisors
Florida
$166M +$21.9M +15% 7.83% – 170 17.65% 0.8
626 Financial
5779
626 Financial
Michigan
$166M +$14.7M +10% 11.1% 81.1% 113 11.5% 2.3
Graphene Investments SAS
5780
Graphene Investments SAS
France
$166M +$11.7M +8% 11.5% 103% 48 12.5% 1
AlphaCentric Advisors
5781
AlphaCentric Advisors
Puerto Rico
$166M +$16.8M +11% 7.21% – 254 25.2% 0.8
Lloyd Harbor Capital Management
5782
Lloyd Harbor Capital Management
New York
$166M -$1.13M -0.7% 9.07% 144% 23 65.22% 0.4
Aspire Wealth Management
5783
Aspire Wealth Management
Massachusetts
$166M +$18.5M +13% 8.89% 26% 198 13.13% 1.7
BC
5784
Bowman & Company
Wisconsin
$166M +$22M +15% 8.57% 59.7% 101 13.86% 1.6
CSA
5785
Cottage Street Advisors
Massachusetts
$166M +$17M +11% 9.64% 95.8% 94 14.89% 2.6
RedJay Asset Management
5786
RedJay Asset Management
Ontario, Canada
$166M +$64.3M +64% 4.16% – 29 37.93% 0.2
IMPACTfolio
5787
IMPACTfolio
Colorado
$165M +$11.8M +8% 5.95% 58.8% 57 50.88% 1.3
AFT
5788
Alpha Family Trust
California
$165M +$17.2M +12% 17.8% 215% 166 19.88% 1
Northstar Advisory Group
5789
Northstar Advisory Group
New Jersey
$165M -$2.91M -2% 14.2% 141% 111 33.33% 1.3
Visa Foundation
5790
Visa Foundation
California
$165M +$4.21M +3% 9.56% 58.1% 1 0% 2.3
Round Hill Asset Management
5791
Round Hill Asset Management
California
$165M +$5.94M +4% 7.72% 43.2% 62 8.06% 5.3
Berkeley Inc
5792
Berkeley Inc
Idaho
$165M +$6.17M +4% 8.44% 49.4% 72 9.72% 2.5
Motive Wealth Advisors
5793
Motive Wealth Advisors
Michigan
$165M +$78.4M +90% 7.91% 73.4% 71 39.44% 1.4
Choice Wealth Advisors
5794
Choice Wealth Advisors
Maine
$165M +$3.65M +2% 7.28% 60.3% 31 25.81% 1.5
Seldon Capital
5795
Seldon Capital
California
$165M +$27.3M +20% 18.1% 604% 63 22.22% 1.4
Hidden Lake Asset Management
5796
Hidden Lake Asset Management
New York
$165M +$32.2M +24% 17.3% 849% 33 69.7% 0.2
CAM
5797
Crown Advisors Management
California
$165M +$19.1M +13% 24% 284% 46 15.22% 2.4
Resolute Wealth Strategies
5798
Resolute Wealth Strategies
Mississippi
$165M +$17.7M +12% 10.2% 105% 96 10.42% 0.9
Inherent Group
5799
Inherent Group
New York
$165M +$8.55M +5% 3.05% 61.7% 13 23.08% 2.2
Michelson Medical Research Foundation
5800
Michelson Medical Research Foundation
California
$165M +$13.3M +9% 2.24% 52.2% 28 0% 1