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)
ACT Advisors
5801
ACT Advisors
North Carolina
$184M -$1.51M -0.8% 1.65% 75.4% 69 33.33% 1.5
Roehl & Yi Investment Advisors
5802
Roehl & Yi Investment Advisors
Oregon
$184M +$2.6M +1% 1.2% – 170 20.59% 0.2
SCM
5803
Sage Capital Management
New Jersey
$184M -$13.7M -7% 3.08% 94.3% 159 5.66% 1.2
GeoSphere Capital Management
5804
GeoSphere Capital Management
Florida
$184M -$29.3M -14% 3.8% 446% 48 66.67% 0.3
Powers Capital
5805
Powers Capital
California
$184M -$6.52M -3% 4.67% – 2 0% 0.3
Endeavor Private Wealth
5806
Endeavor Private Wealth
Kansas
$184M +$78.9M +75% 1.01% – 219 54.79% 0.2
Semanteon Capital Management
5807
Semanteon Capital Management
Massachusetts
$184M -$2.27M -1% 6.24% – 377 77.45% 0.2
Mitsubishi UFJ Asset Management (UK)
5808
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$184M -$42.3M -19% 1.92% 151% 130 28.46% 1.8
RIS
5809
Richmond Investment Services
Wisconsin
$184M +$5.95M +3% 2.82% – 117 14.53% 0.2
DRD
5810
Dennis R. Delaney
$184M -$6.02M -3% 1.18% 84.3% 50 14% 6.1
CCC
5811
Chelsea Counsel Company
California
$184M -$9.8M -5% 1.61% 106% 207 8.7% 3.4
Pinnacle Family Advisors
5812
Pinnacle Family Advisors
Missouri
$184M -$22.7M -11% 3.65% 85.8% 131 29.77% 2.3
Shelton Wealth Management
5813
Shelton Wealth Management
Texas
$184M -$9.44M -5% 2.54% 89.4% 157 23.57% 1.4
HCA
5814
Hyperion Capital Advisors
New York
$184M -$10.9M -6% 0.19% 86.1% 99 37.37% 3.1
SVF Sponsor III
5815
SVF Sponsor III
California
$184M -$31.8M -15% 14.8% 133% 1 0% 2.3
One Plus One Wealth Management
5816
One Plus One Wealth Management
Florida
$184M +$13.3M +8% 5.47% 71.9% 97 12.37% 2.4
Vienna Insurance Group
5817
Vienna Insurance Group
Poland
$184M +$12.1M +7% 1% 230% 94 10.64% 1.9
Bull Oak Capital
5818
Bull Oak Capital
California
$183M +$3.62M +2% 1.9% 62.1% 29 31.03% 0.9
Merk Investments
5819
Merk Investments
California
$183M +$86M +88% 50.7% 303% 10 0% 4
Nalanda India Fund
5820
Nalanda India Fund
Mauritius
$183M +$39.1M +27% 29.8% 15.3% 1 0% 6.3
Ironwood Investment Management
5821
Ironwood Investment Management
Massachusetts
$183M -$17.5M -9% 4.74% 164% 173 8.09% 6.6
Hiley Hunt Wealth Management
5822
Hiley Hunt Wealth Management
Nebraska
$183M +$3.12M +2% 0.27% 48.4% 45 17.78% 1
Bellevue Asset Management
5823
Bellevue Asset Management
Washington
$183M -$10.4M -5% 4.61% 56.7% 510 10.59% 3.9
Westhampton Capital
5824
Westhampton Capital
North Carolina
$183M -$12.5M -6% 2.7% 105% 122 9.02% 4.3
Harold Davidson & Associates
5825
Harold Davidson & Associates
California
$183M -$25.8M -12% 3.39% – 65 10.77% 0.2