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)
Versant Venture Management
7276
Versant Venture Management
California
$141M -$9.6M -6% 17.8% 409% 8 12.5% 1.9
Pin Oak Investment Advisors
7277
Pin Oak Investment Advisors
Texas
$141M -$1.2M -0.8% 8.35% 62.7% 516 5.43% 4.2
Clearview Wealth Management
7278
Clearview Wealth Management
California
$141M – – 1.73% – 60 – 0
TM
7279
TFJ Management
Massachusetts
$141M +$2.47M +2% 25.7% – 16 50% 0.6
KCM
7280
Kalehua Capital Management
Texas
$141M +$40.2M +40% 9.16% – 28 42.86% 0.2
PR
7281
PSP Research
Pennsylvania
$141M +$26.9M +24% 2.42% – 105 43.81% 0.2
Renasant Bank
7282
Renasant Bank
Mississippi
$141M -$6.16M -4% 0.75% 72.3% 153 16.99% 3.1
Chancellor Financial Group WB
7283
Chancellor Financial Group WB
Pennsylvania
$141M -$6.31M -4% 2.19% – 151 15.89% 1
CRCM LP
7284
CRCM LP
California
$141M -$155M -52% 4.87% – 12 41.67% 0.8
Lederer & Associates Investment Counsel
7285
Lederer & Associates Investment Counsel
California
$141M -$7.8M -5% 1.64% 92.7% 88 11.36% 5.8
Meritech Capital Associates V
7286
Meritech Capital Associates V
California
$141M -$38.6M -21% 20.5% 133% 2 0% 5.1
Sunrise Financial Services
7287
Sunrise Financial Services
Washington
$141M +$8.42M +6% 0.08% – 641 19.97% 0.2
Orographic Financial Advisors
7288
Orographic Financial Advisors
Colorado
$141M – – 3.37% – 106 – 0
Watchtower Advisors
7289
Watchtower Advisors
Connecticut
$141M -$24.6M -15% 5.76% 384% 14 35.71% 0.8
Mosaic Financial Group
7290
Mosaic Financial Group
Illinois
$141M -$5.56M -4% 0.15% – 132 9.85% 1.6
Mork Capital Management
7291
Mork Capital Management
California
$141M -$23M -14% 3.6% 61.9% 119 15.97% 3.4
Orcam Financial Group
7292
Orcam Financial Group
California
$141M +$7.47M +6% 0.42% 40% 63 9.52% 2.4
Asset Planning Inc
7293
Asset Planning Inc
California
$141M -$1.64M -1% 0.22% – 310 8.71% 1.1
Morey & Quinn Wealth Partners
7294
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 0.45% – 139 7.91% 1.1
Orca Wealth Management
7295
Orca Wealth Management
Florida
$141M +$899K +0.6% 3.96% – 71 9.86% 1.1
APW
7296
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 3.63% – 173 9.25% 2.8
Soapstone Management
7297
Soapstone Management
Maryland
$140M +$4.69M +3% 2.4% 30.3% 18 61.11% 2.3
Vann Equity Management
7298
Vann Equity Management
Texas
$140M – – 0.19% – 158 – 0
Mascagni Wealth Management
7299
Mascagni Wealth Management
Mississippi
$140M +$6.18M +5% 1.14% – 141 20.57% 1
Petros Family Wealth
7300
Petros Family Wealth
Minnesota
$140M -$9.9M -7% 0.2% – 156 25.64% 0.8