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)
Octavia Wealth Advisors
2301
Octavia Wealth Advisors
Ohio
$1B +$126M +14% 7.87% 67.9% 270 18.52% 2.7
Ironvine Capital Partners
2302
Ironvine Capital Partners
Nebraska
$1B +$39.6M +4% 5.34% 58.8% 53 3.77% 5
Infrastructure Capital Advisors
2303
Infrastructure Capital Advisors
New York
$1B -$275M -21% 0.29% 52% 162 32.1% 1.3
GA
2304
GuoLine Advisory
Singapore
$1B +$60.6M +6% 8.17% 112% 22 4.55% 1.7
KLCM Advisors
2305
KLCM Advisors
Wisconsin
$1B +$62.1M +7% 9.49% 122% 200 20.5% 4.5
Suncoast Equity Management
2306
Suncoast Equity Management
Florida
$1B +$25.7M +3% 4.75% 82.9% 92 9.78% 3.2
Global Strategic Investment Solutions
2307
Global Strategic Investment Solutions
Arizona
$1B +$66.2M +7% 6.19% 56.8% 158 6.96% 3.8
Nan Fung Trinity
2308
Nan Fung Trinity
Hong Kong
$1B +$166M +20% 20.4% 82.3% 76 28.95% 0.5
Tower Bridge Advisors
2309
Tower Bridge Advisors
Pennsylvania
$1B +$71.1M +8% 9.84% 78.9% 199 6.53% 6.8
Greenland Capital Management
2310
Greenland Capital Management
New York
$1B +$27.8M +3% 20.1% 210% 454 57.05% 0.4
Jackson Wealth Management
2311
Jackson Wealth Management
Florida
$1B +$81.1M +9% 8.86% 72.1% 184 23.91% 1.5
Wellesley Asset Management
2312
Wellesley Asset Management
New Hampshire
$999M -$50.4M -5% 0% 0% 56 0% 1.1
Graham Holdings Company
2313
Graham Holdings Company
Virginia
$999M +$109M +12% 12% 95.1% 6 16.67% 3
Everhart Financial Group
2314
Everhart Financial Group
Ohio
$998M +$132M +15% 8.45% 123% 401 17.96% 2
Mainstay Capital Management
2315
Mainstay Capital Management
Michigan
$998M -$1.03B -51% 10.2% 131% 153 32.03% 2.7
TCOT
2316
Trust Company of Toledo
Ohio
$998M +$90.9M +10% 8.74% 109% 805 5.71% 2.3
Pekin Hardy Strauss
2317
Pekin Hardy Strauss
Illinois
$997M +$118M +13% 11.9% 102% 431 21.58% 3.8
Shell Asset Management
2318
Shell Asset Management
Netherlands
$996M -$1.9B -66% 8.99% – 1,275 11.14% 6.7
Gleason Group
2319
Gleason Group
Kentucky
$996M +$72.7M +8% 6.97% 69.1% 214 10.75% 4.2
Miller Investment Management
2320
Miller Investment Management
Pennsylvania
$995M +$42.7M +4% 6.53% 60.2% 101 7.92% 6.6
IMA Advisory Services
2321
IMA Advisory Services
Colorado
$992M +$59.5M +6% 6.64% 74.5% 581 8.78% 0.9
J.V. Bruni & Co
2322
J.V. Bruni & Co
Colorado
$991M +$40.8M +4% 12.6% 97.9% 32 3.13% 5.9
Ikarian Capital
2323
Ikarian Capital
Texas
$990M +$470M +90% 132% 5,184% 202 50.5% 0.6
Monograph Wealth Advisors
2324
Monograph Wealth Advisors
California
$988M +$177M +22% 8.54% 68% 144 16.67% 2
Linden Thomas Advisory Services
2325
Linden Thomas Advisory Services
North Carolina
$988M +$80.1M +9% 10.8% 149% 493 5.07% 2