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)
SCCL
8376
Split Creek Capital LLC
Virginia
$94.5M – – 2.92% – 125 – 0
OneAscent Investment Solutions
8377
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 1.74% – 128 12.5% 0.6
Boyer Financial Services
8378
Boyer Financial Services
California
$94.3M – – 1.78% – 51 – 0
Pacific Capital Partners
8379
Pacific Capital Partners
$94.2M +$4.34M +5% 4.01% 61.4% 37 13.51% 1.1
SFO
8380
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 2.06% 67.6% 29 0% 1.9
Fourier Capital Management
8381
Fourier Capital Management
$94.1M – – 15.2% – 20 – 0
DiPaolo Financial Group
8382
DiPaolo Financial Group
Florida
$93.9M – – 1.71% – 31 – 0
Oakmont Advisory Group
8383
Oakmont Advisory Group
New Mexico
$93.7M – – 0.93% – 116 – 0
WPA
8384
Winning Points Advisors
Florida
$93.5M – – 3.5% – 43 – 4.9
Divco West Real Estate Services
8385
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 12.5% 22.3% 4 0% 3
FinDec Wealth Services
8386
FinDec Wealth Services
California
$93.2M -$3.33M -3% 1.88% 52.7% 35 11.43% 2.5
AM
8387
Account Management
Massachusetts
$93.2M -$619K -0.7% 0.17% 88.3% 23 4.35% 4.9
Surience Private Wealth
8388
Surience Private Wealth
Washington
$93.1M -$16.3M -15% 3.88% 169% 51 76.47% 0.4
Briggs Wealth Management
8389
Briggs Wealth Management
Connecticut
$93M – – 1.87% – 54 – 0
Ark Wealth Advisors
8390
Ark Wealth Advisors
California
$92.9M – – 2.46% – 77 – 0
JAT Capital Management
8391
JAT Capital Management
Connecticut
$92.9M +$46.6M +101% 3.53% 734% 28 82.14% 0.1
Circumference Group
8392
Circumference Group
Arkansas
$92.8M +$3.32M +4% 6.58% – 28 35.71% 1.1
Corre Partners Management
8393
Corre Partners Management
New York
$92.8M +$4.67M +5% 3.17% 109% 5 40% 2.6
ACMH
8394
Andar Capital Management (HK)
Hong Kong
$92.8M -$6.11M -6% 30.1% 983% 28 75% 0.5
Wilian Securities
8395
Wilian Securities
Minnesota
$92.8M – – 1.4% – 95 – 0
Expressive Wealth
8396
Expressive Wealth
Illinois
$92.6M – – 4.08% – 122 – 0
Shelter Insurance Retirement Plan
8397
Shelter Insurance Retirement Plan
Missouri
$92.5M +$2.07M +2% 2.32% 60.5% 8 0% 5.2
Zinnia Wealth Advisory
8398
Zinnia Wealth Advisory
Florida
$92.5M – – 1.65% – 91 – 0
YF
8399
Yu Fan
$92.3M +$15.4M +20% 31.6% 42.7% 5 20% 0.8
truNorth Financial Services
8400
truNorth Financial Services
Pennsylvania
$92.2M – – 4.45% – 48 – 0