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)
IFS
6001
Intelligent Financial Strategies
Minnesota
$188M -$3.24M -2% 0.32% 63.5% 89 12.36% 2.8
Citrine Capital
6002
Citrine Capital
California
$188M +$28.5M +18% 14.6% – 40 7.5% 0.5
Gullane Capital
6003
Gullane Capital
Tennessee
$188M +$108M +136% 141% – 5 20% 0.4
SP
6004
Saranac Partners
$188M +$12.4M +7% 15.1% 69% 82 26.83% 0.8
4Thought Financial Group
6005
4Thought Financial Group
New York
$188M +$26.4M +16% 6.74% 37.6% 90 1.11% 3.6
Nierenberg Investment Management Company
6006
Nierenberg Investment Management Company
Washington
$188M +$4.99M +3% 15.3% 135% 60 23.33% 1.4
Taylor Frigon Capital Management
6007
Taylor Frigon Capital Management
Arizona
$188M +$20.1M +12% 17.7% 152% 91 2.2% 4.6
Private Wealth Group
6008
Private Wealth Group
Florida
$188M +$17.9M +11% 6.81% 52.9% 65 13.85% 3
DSC Meridian Capital
6009
DSC Meridian Capital
New York
$188M -$46.4M -20% 42% – 17 52.94% 0.4
ADE LLC
6010
ADE LLC
Maryland
$188M +$14.4M +8% 7.9% 52.2% 80 6.25% 3.4
Asset Planning Corporation
6011
Asset Planning Corporation
Tennessee
$188M +$18.2M +11% 3.57% 44.5% 46 13.04% 2.8
BIO
6012
Blue Investment Opportunities
Florida
$188M +$69.8M +59% 59.1% – 1 0% 0.3
Glass Wealth Management
6013
Glass Wealth Management
Texas
$188M +$21.1M +13% 18.8% – 59 5.08% 1.2
EnCap Energy Capital Fund X
6014
EnCap Energy Capital Fund X
Texas
$188M -$33M -15% 14.9% – 1 0% 0.8
DCM
6015
Dilation Capital Management
New York
$188M +$105M +128% 42.2% – 23 47.83% 0.3
Mark Sheptoff Financial Planning
6016
Mark Sheptoff Financial Planning
Connecticut
$188M +$6.24M +3% 13.1% 92.4% 533 20.45% 4.7
HRC Wealth Management
6017
HRC Wealth Management
Idaho
$188M +$26.4M +16% 11.2% 82.2% 54 9.26% 1.1
Capital Square
6018
Capital Square
Tennessee
$188M +$17.3M +10% 5.33% 62.5% 210 13.33% 2.2
Fogel Capital Management
6019
Fogel Capital Management
Florida
$188M +$1.61M +0.9% 12.7% – 53 16.98% 0.9
Westbourne Investments
6020
Westbourne Investments
Virginia
$188M +$21.7M +13% 19.1% – 167 34.73% 0.4
Diametric Capital
6021
Diametric Capital
Massachusetts
$187M +$103M +123% 12.6% 175% 414 73.67% 0.4
Wynn Capital
6022
Wynn Capital
Georgia
$187M +$19M +11% 12.8% 115% 113 7.08% 1.3
International City Management Association Retirement Corp
6023
International City Management Association Retirement Corp
District of Columbia
$187M +$10.7M +6% 6.19% 48.1% 6 0% 1.6
Enterprise Financial Services Corp (EFSC)
6024
Enterprise Financial Services Corp (EFSC)
Missouri
$187M +$18.3M +11% 8.47% 100% 166 15.06% 7.2
PI
6025
PJT Investments
$187M – – 10.8% – 6 – 0