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)
Legacy Wealth Planning
6526
Legacy Wealth Planning
Nevada
$84.9M -$2.74M -3% 5.24% 14.6% 108 16.67% 1.6
Lancaster Investment Management
6527
Lancaster Investment Management
United Kingdom
$84.8M +$8.21M +11% 11.5% 0.78% 6 33.33% 0.5
S. Muoio & Co
6528
S. Muoio & Co
New York
$84.7M -$167M -66% 8.98% 327% 114 51.75% 2.2
AH Equity Partners IV (Parallel)
6529
AH Equity Partners IV (Parallel)
California
$84.7M -$33.2M -28% 26.6% – 3 33.33% 0.6
Grand Central Investment Group
6530
Grand Central Investment Group
Florida
$84.6M +$961K +1% 12.9% – 39 12.82% 1.1
AGC
6531
Alden Global Capital
Florida
$84.5M +$44.2M +110% 17.1% 99.8% 34 73.53% 0.2
Cypress Capital Management (Wyoming)
6532
Cypress Capital Management (Wyoming)
Wyoming
$84.5M -$34.6M -29% 0.24% 161% 323 49.23% 2.9
Lightspeed Ultimate General Partner IX
6533
Lightspeed Ultimate General Partner IX
California
$84.5M -$24.3M -22% 22.3% – 1 0% 0.3
ICM
6534
ISZO Capital Management
New York
$84.3M -$106M -56% 32.1% 68.2% 8 50% 1.1
Community Capital Management
6535
Community Capital Management
Florida
$84.3M -$9.21M -10% 3.09% 55.6% 86 76.74% 1
Silphium Asset Management
6536
Silphium Asset Management
United Kingdom
$84.1M -$23M -21% 2.77% 128% 73 54.79% 0.3
Absolute Capital Management
6537
Absolute Capital Management
Pennsylvania
$83.9M -$24M -22% 4.01% 98.2% 551 91.11% 0.2
BlackDiamond Wealth Management
6538
BlackDiamond Wealth Management
New York
$83.8M -$3.36M -4% 2.47% 70.8% 126 29.37% 0.2
SPI
6539
Sutton Place Investors
New York
$83.7M -$3.31M -4% 2.18% 84% 83 21.69% 0.2
LDFO
6540
Louis-Dreyfus Family Office
Connecticut
$83.6M +$1.62M +2% 0.31% – 5 0% 0.3
LCM
6541
Lafitte Capital Management
Texas
$83.3M -$84.6M -50% 2.38% 55.2% 10 40% 4.5
Barington Capital Group
6542
Barington Capital Group
New York
$83.1M -$17M -17% 6.34% 71.1% 13 38.46% 1.8
University of Maryland Foundation
6543
University of Maryland Foundation
Maryland
$83M +$26.3M +46% 1.63% 51.2% 6 16.67% 1.8
Guerra Pan Advisors
6544
Guerra Pan Advisors
New Jersey
$82.9M -$18M -18% 4.9% 135% 109 10.09% 0.3
Serent Capital Management Company
6545
Serent Capital Management Company
California
$82.8M -$15.9M -16% 16.1% – 1 0% 0.3
SV Health Investors
6546
SV Health Investors
Massachusetts
$82.8M -$71.9M -46% 23.2% 97.4% 6 16.67% 3.2
Wedgewood Investors
6547
Wedgewood Investors
Pennsylvania
$82.8M -$2.02M -2% 1% – 100 8% 5.8
Sonen Capital
6548
Sonen Capital
California
$82.7M -$20.6M -20% 7.52% – 114 28.07% 0.2
Barnes Pettey Financial Advisors
6549
Barnes Pettey Financial Advisors
Mississippi
$82.6M -$4.33M -5% 4.6% 79.7% 100 17% 0.2
Apis Capital Advisors
6550
Apis Capital Advisors
New York
$82.6M -$7.67M -8% 2.95% 1,532% 32 37.5% 1