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)
Acuta Capital Partners
6701
Acuta Capital Partners
California
$123M +$4.73M +4% 25.9% 7,269% 49 48.98% 0.7
Two West Capital Advisors
6702
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 5.47% – 74 17.57% 0.2
Finivi Inc
6703
Finivi Inc
Massachusetts
$123M +$2.66M +2% 7.64% 144% 96 17.71% 1.7
Spring Capital Management
6704
Spring Capital Management
Texas
$123M -$3.43M -3% 10.5% 73.6% 30 20% 2.3
BTC
6705
Bank & Trust Company
Illinois
$123M +$5.42M +5% 6.31% – 288 0.69% 0.2
Brooktree Capital Management
6706
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 6.75% 82.9% 25 8% 3.5
Cruiser Capital Advisors
6707
Cruiser Capital Advisors
Connecticut
$123M +$50.9M +71% 9.81% 192% 60 38.33% 1.7
Tsai Capital
6708
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 29.2% 25 4% 2.1
Old North State Trust
6709
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% – 135 5.93% 4.1
Cadence Wealth Management
6710
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 56.4% 48 8.33% 1.7
Oxford Wealth Group
6711
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% – 71 22.54% 0.5
Gibson Wealth Advisors
6712
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% – 38 15.79% 2.3
Dynamic Wealth Strategies
6713
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.82% 52.2% 246 6.5% 0.7
Somnio Financial Group
6714
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% – 14 7.14% 0.3
RiverPark Advisors
6715
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 87.5% 146 21.23% 2.2
JAIC
6716
Josh Arnold Investment Consultant
Minnesota
$122M +$3.08M +3% 9.14% 272% 31 51.61% 0.5
First Community Trust
6717
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 128% 319 6.9% 2.1
Gentry Private Wealth
6718
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% – 88 19.32% 0.2
Cannon Advisors
6719
Cannon Advisors
North Carolina
$122M – – 5.06% – 71 – 0
Exchange Bank
6720
Exchange Bank
California
$122M +$4.6M +4% 7.64% 75.2% 115 6.09% 1.1
Constant Guidance Financial
6721
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% 79.6% 33 33.33% 0.6
BAWM
6722
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% 51% 50 28% 0.5
Investment Partners Asset Management
6723
Investment Partners Asset Management
New Jersey
$122M +$9.8M +9% 6.34% 86.1% 145 9.66% 0.7
Breed's Hill Capital
6724
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% – 102 10.78% 0.6
Trevian Wealth Management
6725
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 94.1% 32 65.63% 0.7