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)
First Financial Group
7676
First Financial Group
North Carolina
$88.3M -$2.11M -2% 2.49% – 71 14.08% 0.2
RD Lewis Holdings
7677
RD Lewis Holdings
Florida
$88.3M -$2.62M -3% 0.37% – 90 8.89% 0.2
Lord & Richards Wealth Management
7678
Lord & Richards Wealth Management
Colorado
$88.2M +$40.8M +86% 0.79% – 179 64.8% 0.1
Morgens Waterfall Vintiadis & Co
7679
Morgens Waterfall Vintiadis & Co
New York
$88.2M -$42.7M -33% 2.4% 594% 26 50% 2.2
Harbert Fund Advisors
7680
Harbert Fund Advisors
Alabama
$88.2M -$104M -54% 4.38% 70.8% 110 60.91% 1.3
ClientFirst Wealth Management
7681
ClientFirst Wealth Management
Arkansas
$88.2M -$10.6M -11% 10.4% – 47 2.13% 2
Partners Wealth Management
7682
Partners Wealth Management
California
$88.2M +$291K +0.3% 0.39% – 120 10% 0.2
Galaxy Digital Capital Management
7683
Galaxy Digital Capital Management
New York
$88.2M -$85.7M -49% 24.7% – 56 58.93% 0.1
Cable Car Capital
7684
Cable Car Capital
California
$88.1M -$2.45B -97% 2.88% – 116 71.55% 0.6
Lane Generational
7685
Lane Generational
Massachusetts
$88.1M -$14.3M -14% 9.17% 172% 39 33.33% 1.9
Blake Schutter Theil Wealth Advisors
7686
Blake Schutter Theil Wealth Advisors
Ohio
$88M -$6.68M -7% 0.41% – 119 10.08% 0.5
KDK Private Wealth Management
7687
KDK Private Wealth Management
Texas
$87.8M -$8.56M -9% 0.7% – 56 8.93% 0.2
GK Wealth Management
7688
GK Wealth Management
Nevada
$87.8M +$8.76M +11% 2.14% – 167 39.52% 0.2
Board of the Pension Protection Fund
7689
Board of the Pension Protection Fund
United Kingdom
$87.6M +$1.01M +1% 0.33% – 180 46.67% 0.2
Foresite Capital Management V
7690
Foresite Capital Management V
California
$87.6M -$32.6M -27% 16.1% 401% 7 28.57% 1.7
In-Depth Partners
7691
In-Depth Partners
Florida
$87.1M -$7.25M -8% 9.6% 157% 13 0% 2.8
Provident Company of the Employees of the Hebrew University
7692
Provident Company of the Employees of the Hebrew University
Israel
$87.1M +$1.28M +1% 1.5% – 36 30.56% 0.7
Kitching Partners
7693
Kitching Partners
Pennsylvania
$86.9M +$8.75M +11% 1.52% 45.8% 39 28.21% 0.7
Campbell Deegan Wealth Management
7694
Campbell Deegan Wealth Management
Virginia
$86.9M +$3.68M +4% 1.75% – 45 13.33% 0.2
Forefront Analytics
7695
Forefront Analytics
Pennsylvania
$86.9M -$128M -60% 0.78% 50.9% 66 34.85% 4.4
Data Collective IV
7696
Data Collective IV
California
$86.9M -$139M -62% 23.7% 317% 6 16.67% 3.1
Wingate Wealth Advisors
7697
Wingate Wealth Advisors
Massachusetts
$86.9M -$14.9M -15% 1.02% – 477 80.5% 0.3
Symmetry Peak Management
7698
Symmetry Peak Management
Pennsylvania
$86.9M -$7.45M -8% 35.6% 320% 49 79.59% 0.3
CCA
7699
Covey Capital Advisors
Georgia
$86.8M -$1.16M -1% 0.09% 118% 38 7.89% 4
PC
7700
Panoramic Capital
California
$86.5M -$101M -54% 0.91% – 56 67.86% 0.1