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)
Doheny Asset Management
6826
Doheny Asset Management
California
$102M -$1.06M -1% 11% 135% 72 12.5% 6.2
HC
6827
Hoese & Co
Minnesota
$102M +$4.44M +5% 9.04% 51% 162 9.88% 2.4
Upper Left Wealth Management
6828
Upper Left Wealth Management
Florida
$102M +$5.93M +6% 7.72% 52.7% 64 10.94% 1.5
Insight Inv LLC
6829
Insight Inv LLC
California
$102M +$11.8M +13% 10.8% 139% 89 5.62% 1.9
FCG Investment Company
6830
FCG Investment Company
Tennessee
$102M – – 12.3% – 90 – 0
Mount Vernon Associates
6831
Mount Vernon Associates
Maryland
$102M +$11.5M +13% 14.8% 136% 52 3.85% 7
BCK Capital Management
6832
BCK Capital Management
Connecticut
$102M -$94.6M -48% 21.3% 161% 113 58.41% 0.6
EnCap Energy Capital Fund X
6833
EnCap Energy Capital Fund X
Texas
$102M -$149M -59% 7.67% – 1 0% 0.5
Robinson Smith Wealth Advisors
6834
Robinson Smith Wealth Advisors
Maine
$102M – – 9.11% 62.6% 82 – 0
Life Planning Partners
6835
Life Planning Partners
Florida
$102M – – 8.75% 50.3% 263 – 1.2
Capstone Capital
6836
Capstone Capital
Nevada
$102M – – 11% 62.8% 19 – 0
Financial Symmetry
6837
Financial Symmetry
North Carolina
$102M – – 9.93% 68.4% 32 – 0
FWM
6838
FMFE Wealth Management
New York
$102M – – 11.4% – 22 – 0
M&G Investments (USA)
6839
M&G Investments (USA)
Illinois
$101M – – 14.8% – 43 – 0
Stevard LLC
6840
Stevard LLC
Illinois
$101M +$2.57M +3% 2.31% – 55 23.64% 2.6
Doma Perpetual Capital Management
6841
Doma Perpetual Capital Management
Florida
$101M – – 14.4% – 8 – 0
Gordian Advisors
6842
Gordian Advisors
Arizona
$101M – – 9.47% 55.4% 24 – 0
S2L
6843
Sparta 24 Ltd
Israel
$101M +$15.7M +18% 10.6% 86% 10 20% 0.5
Mosley Wealth Management
6844
Mosley Wealth Management
California
$101M – – 8.78% – 92 – 0
Alpha Financial Partners
6845
Alpha Financial Partners
Kentucky
$101M +$15.2M +18% 9.6% 61.8% 96 30.21% 0.8
Koa Wealth Management
6846
Koa Wealth Management
California
$101M – – 10.1% 74.8% 49 – 0
RedJay Asset Management
6847
RedJay Asset Management
Ontario, Canada
$101M – – 14.5% – 24 – 0
Exome Asset Management
6848
Exome Asset Management
New York
$101M – – 43.4% – 52 – 0
UAML
6849
US Asset Management LLC
Pennsylvania
$101M – – 12.3% – 124 – 2.1
International Private Wealth Advisors
6850
International Private Wealth Advisors
California
$101M – – 9.38% – 106 – 0