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)
Dean Jacobson Financial Services
6851
Dean Jacobson Financial Services
Texas
$130M -$901K -0.7% 0.38% 59.6% 13 46.15% 1.5
Coign Capital Advisors
6852
Coign Capital Advisors
Utah
$130M +$21.4M +20% 1.23% – 80 12.5% 0.2
Zeit Capital
6853
Zeit Capital
Colorado
$130M -$429K -0.3% 0.96% 56.5% 26 7.69% 3.8
Lauer Wealth
6854
Lauer Wealth
Indiana
$130M -$19.7M -13% 4.95% 89.4% 63 50.79% 0.8
Davidson Kahn Capital Management
6855
Davidson Kahn Capital Management
California
$130M +$21.4M +20% 6.62% – 56 7.14% 0.2
C.V. Starr & Co
6856
C.V. Starr & Co
New York
$130M +$1.64M +1% 7.66% – 8 62.5% 0.8
Sterling Wealth Advisors
6857
Sterling Wealth Advisors
Florida
$130M +$2.29M +2% 0.35% – 18 0% 0.3
Frazier Financial Advisors
6858
Frazier Financial Advisors
Ohio
$130M +$3.63M +3% 1.11% – 669 11.96% 1.1
Renaissance Capital
6859
Renaissance Capital
Connecticut
$130M -$22.9M -15% 6.53% 392% 30 23.33% 0.9
Hopwood Financial Services
6860
Hopwood Financial Services
Virginia
$130M -$2.46M -2% 2.48% – 321 9.97% 0.2
Privium Fund Management (UK)
6861
Privium Fund Management (UK)
United Kingdom
$129M +$6.48M +5% 5.71% 34.4% 23 60.87% 0.4
Campion Asset Management
6862
Campion Asset Management
Virginia
$129M -$3.14M -2% 1.59% 70.2% 86 3.49% 3.5
Primoris Wealth Advisors
6863
Primoris Wealth Advisors
Florida
$129M -$2.28M -2% 0.92% 206% 105 21.9% 1.8
Axos Invest
6864
Axos Invest
Nevada
$129M -$8.31M -6% 0.1% – 24 8.33% 0.5
Carnegie Mellon University
6865
Carnegie Mellon University
Pennsylvania
$129M -$7.65M -6% 4.26% 61.6% 6 0% 2
Plan A Wealth
6866
Plan A Wealth
Nebraska
$129M +$19.7M +18% 3.63% – 130 34.62% 0.2
Darden Wealth Group
6867
Darden Wealth Group
Michigan
$129M -$19.5M -13% 7.96% 243% 107 9.35% 1.1
XXIP
6868
Xiamen Xinweidachuang Investment Partnership
China
$129M -$44.4M -26% 5.04% 66.6% 1 0% 3.3
Canerector Inc
6869
Canerector Inc
Ontario, Canada
$129M -$77.2M -37% 0.21% – 10 0% 0.3
Widmann Financial Services
6870
Widmann Financial Services
Maryland
$129M -$484K -0.4% 0.71% 75.2% 106 8.49% 2.5
4D Advisors
6871
4D Advisors
California
$129M -$14.8M -10% 1.82% – 50 66% 0.1
Cravens & Co Advisors
6872
Cravens & Co Advisors
Tennessee
$129M -$2.63M -2% 0.69% 70.4% 66 19.7% 1.8
BCK Capital Management
6873
BCK Capital Management
Connecticut
$129M -$9.5M -7% 9.44% 161% 80 50% 0.9
Leibman Financial Services
6874
Leibman Financial Services
Nebraska
$129M -$8.41M -6% 4.38% 59.2% 58 13.79% 1
FSBI
6875
Fearless Solutions (Best Invest)
Texas
$129M -$2.37M -2% 3.4% – 102 7.84% 0.2