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)
University of Notre Dame du Lac
5876
University of Notre Dame du Lac
Indiana
$97.3M – – 2.2% – 1 – 0
Hilltop Wealth Advisors
5877
Hilltop Wealth Advisors
North Carolina
$97.3M -$5.36M -5% 7.41% 58.3% 38 26.32% 1.8
PCC
5878
Park Circle Company
Maryland
$97.2M -$24.6M -20% 3.74% 70.5% 142 11.27% 2.6
AIM
5879
AHL Investment Management
Florida
$97.2M -$2.2M -2% 5.6% 57.7% 58 8.62% 0.7
Crystal Rock Capital Management
5880
Crystal Rock Capital Management
Illinois
$97.1M -$8.32M -8% 3.01% 172% 27 3.7% 4.2
MCM
5881
Magnolia Capital Management
New York
$97.1M -$5.21M -5% 4.94% 85.9% 124 4.03% 1.4
DA
5882
DSC Advisors
Illinois
$97M -$3.03M -3% 4.36% 3.18% 121 31.4% 1.9
Meros Investment Management
5883
Meros Investment Management
Texas
$97M -$10.8M -10% 6.75% 102% 41 21.95% 0.6
Meritech Capital Associates VI
5884
Meritech Capital Associates VI
California
$97M -$5.99M -6% 1.04% – 6 0% 0.7
Gitterman Wealth Management
5885
Gitterman Wealth Management
New Jersey
$97M -$10M -9% 5.08% 33% 90 40% 1
AMAL
5886
Asset Management Advisors LLC
Oklahoma
$97M -$18.8M -16% 5.87% 124% 17 17.65% 4.3
TM
5887
Titan Managers
Arizona
$96.9M -$3.43M -3% 0.15% 2.57% 8 12.5% 1
Verity Asset Management
5888
Verity Asset Management
North Carolina
$96.9M – – 5.04% 79.7% 170 – 2.3
Flagship Private Wealth
5889
Flagship Private Wealth
Massachusetts
$96.9M -$6.14M -6% 5.41% 62.7% 73 8.22% 1.5
SC
5890
Sarissa Consulting
California
$96.9M +$26.6M +38% 12.3% – 78 66.67% 0.2
swisspartners
5891
swisspartners
Liechtenstein
$96.6M -$8M -8% 5.59% – 87 18.39% 1.3
Wealthspan Partners
5892
Wealthspan Partners
Iowa
$96.6M -$177K -0.2% 4% 65% 67 7.46% 0.7
Morris Financial Concepts
5893
Morris Financial Concepts
South Carolina
$96.6M -$8.59M -8% 5.56% 56.5% 132 13.64% 0.7
PAM
5894
Premier Asset Management
Illinois
$96.5M -$27.2M -22% 2.92% 104% 131 46.56% 2.1
Acuitas Investments
5895
Acuitas Investments
Washington
$96.5M -$7.18M -7% 2.6% 145% 48 27.08% 0.8
Zeit Capital
5896
Zeit Capital
Colorado
$96.3M -$7.82M -8% 6.65% 56.5% 35 8.57% 1.7
Avaii Wealth Management
5897
Avaii Wealth Management
Wisconsin
$96.3M +$2.75M +3% 4.53% 100% 120 23.33% 0.5
Buttonwood Financial Group
5898
Buttonwood Financial Group
Missouri
$96.2M -$6M -6% 6.51% 77.9% 22 18.18% 0.4
Hickory Lane Capital Management
5899
Hickory Lane Capital Management
New York
$96.2M -$13.4M -12% 1.03% – 30 10% 1.2
Safir Wealth Advisors
5900
Safir Wealth Advisors
New Hampshire
$96.1M -$6.11M -6% 4.64% 52.1% 14 7.14% 1.6