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)
TWS
6551
Thomas W. Smith
$86.5M +$19.2M +29% 36.6% – 6 0% 7.6
Alterna Wealth Management
6552
Alterna Wealth Management
Texas
$86.3M +$6.53M +8% 4.94% 48% 132 36.36% 1.6
Calixto Global Investors
6553
Calixto Global Investors
Florida
$86.3M -$26.1M -23% 12.9% 180% 11 54.55% 0.7
Flower City Capital
6554
Flower City Capital
New York
$86.2M +$5.88M +7% 5.83% 69.5% 29 13.79% 1.1
Fulcrum Equity Management
6555
Fulcrum Equity Management
Texas
$86.2M -$20.3M -19% 7.09% 116% 120 54.17% 1
CBNLCF
6556
Cognios Beta Neutral Large Cap Fund
Kansas
$86.1M -$18.9M -18% 4.44% – 120 25% 2.7
Connective Capital Management
6557
Connective Capital Management
California
$85.8M +$18.4M +27% 16.1% 188% 53 49.06% 1
Seven Mile Advisory
6558
Seven Mile Advisory
New Jersey
$85.8M – – 11.3% 146% 112 – 0
Banta Asset Management
6559
Banta Asset Management
California
$85.8M -$334K -0.4% 5% – 16 6.25% 3
Pavadi Capital
6560
Pavadi Capital
New York
$85.7M -$5.89M -6% 7.2% – 18 27.78% 0.9
White Knight Strategic Wealth Advisors
6561
White Knight Strategic Wealth Advisors
New Jersey
$85.4M +$5.83M +7% 12.6% 111% 75 8% 1.2
Delta Financial Group
6562
Delta Financial Group
New Jersey
$85.2M -$169M -67% 6.56% – 204 65.2% 0.4
AC
6563
AMS Capital
Brazil
$85.1M +$3.53M +4% 11.5% 63.1% 20 70% 0.5
OmniStar Financial Group
6564
OmniStar Financial Group
North Carolina
$85.1M +$6.27M +8% 2.44% 67.1% 99 23.23% 1.1
CAZ Investments
6565
CAZ Investments
Texas
$84.5M +$35.2M +71% 20.5% 263% 48 16.67% 1.7
CIS
6566
Continental Investors Services
Washington
$84.4M +$49.1M +139% 6.4% 76.6% 64 39.06% 0.8
Meritech Capital Associates VI
6567
Meritech Capital Associates VI
California
$84.4M +$11.9M +16% 17.5% – 5 0% 1.5
Versant Venture Management
6568
Versant Venture Management
California
$84.3M +$36.3M +76% 21.8% 409% 8 12.5% 3.4
J2 Capital Management
6569
J2 Capital Management
Michigan
$84.2M +$19.6M +30% 2.86% – 109 30.28% 0.8
Canaan Partners X
6570
Canaan Partners X
California
$84.1M +$28.1M +50% 52.8% 55.4% 3 33.33% 1.8
ClientFirst Wealth Management
6571
ClientFirst Wealth Management
Arkansas
$84.1M +$8.99M +12% 6.76% – 32 25% 1.1
Chico Wealth RIA
6572
Chico Wealth RIA
California
$83.9M +$6.17M +8% 4.49% 74.7% 24 8.33% 0.9
Rip Road Capital Partners
6573
Rip Road Capital Partners
Massachusetts
$83.7M +$17.1M +26% 10.4% 121% 12 25% 1.8
Firsthand Capital Management
6574
Firsthand Capital Management
California
$83.3M -$8.8M -10% 3.33% 265% 56 17.86% 3.2
Instrumental Wealth
6575
Instrumental Wealth
Florida
$83.2M +$7.42M +10% 5.07% 38.2% 34 23.53% 0.2