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)
Caliber Wealth Management (Kansas)
2326
Caliber Wealth Management (Kansas)
Kansas
$930M +$197M +27% 10.1% – 297 19.53% 0.2
AG
2327
Artal Group
Luxembourg
$930M +$46M +5% 12.5% 181% 2 0% 7
OCMI
2328
Oaktop Capital Management II
New Jersey
$930M +$179M +24% 30.2% 451% 15 0% 7.9
WFM Asia
2329
WFM Asia
British Virgin Islands
$929M +$33.2M +4% 6.2% 89.9% 8 25% 3.4
CF
2330
Clarity Financial
Texas
$929M +$59.9M +7% 9.13% 56.8% 117 12.82% 1.9
Parkside Financial Bank & Trust
2331
Parkside Financial Bank & Trust
Missouri
$929M +$142M +18% 9.18% 73.6% 3,046 20.55% 4
KCM
2332
Kynam Capital Management
New Jersey
$929M -$261M -22% 1.67% 320% 34 14.71% 1.8
CCM Investment Advisers
2333
CCM Investment Advisers
South Carolina
$928M +$113M +14% 16.8% 170% 74 9.46% 5.2
Van Cleef Asset Management
2334
Van Cleef Asset Management
Ohio
$928M +$44M +5% 7.6% 104% 119 4.2% 7.3
Alpha Wave Global
2335
Alpha Wave Global
New York
$928M +$704M +313% 40.2% 226% 37 45.95% 1.4
Quantum Capital Management (New Jersey)
2336
Quantum Capital Management (New Jersey)
New Jersey
$925M -$41.7M -4% 6.81% 22.7% 35 11.43% 5.7
Compass Ion Advisors
2337
Compass Ion Advisors
Pennsylvania
$924M +$75.3M +9% 9.36% 75.6% 280 10.71% 1.9
Board of Trustees of The Leland Stanford Junior University
2338
Board of Trustees of The Leland Stanford Junior University
California
$924M -$257M -22% 13.7% 142% 22 13.64% 3.5
Gleason Group
2339
Gleason Group
Kentucky
$923M +$369M +67% 9.03% 69.1% 208 11.54% 4.2
Trivium Point Advisory
2340
Trivium Point Advisory
Connecticut
$921M +$116M +14% 15.2% 106% 364 13.46% 2.5
Norden Group
2341
Norden Group
Utah
$921M +$52.3M +6% 10.9% 104% 592 16.55% 1.1
Sentinel Trust
2342
Sentinel Trust
Texas
$921M +$73.1M +9% 13.5% 79.2% 137 8.03% 3.5
SeaCrest Wealth Management
2343
SeaCrest Wealth Management
New York
$921M +$37.4M +4% 15.7% 153% 709 20.31% 4.1
Jackson Wealth Management
2344
Jackson Wealth Management
Florida
$919M +$95.7M +12% 13.7% 72.1% 202 36.14% 1.3
Nemes Rush Group
2345
Nemes Rush Group
Michigan
$918M +$126M +16% 15.5% 111% 784 17.98% 1.4
Financial Synergies Wealth Advisors
2346
Financial Synergies Wealth Advisors
Texas
$918M +$96.4M +12% 9.33% 79% 93 16.13% 3.2
Marble Harbor Investment Counsel
2347
Marble Harbor Investment Counsel
Massachusetts
$918M +$29.9M +3% 7.03% 66.7% 208 3.37% 6.7
Inspire Investing
2348
Inspire Investing
Idaho
$918M +$76.7M +9% 10.2% 107% 877 14.82% 2.9
GFI Investment Counsel
2349
GFI Investment Counsel
Ontario, Canada
$918M +$58.1M +7% 7.93% 41.8% 21 14.29% 3.6
LVW Advisors
2350
LVW Advisors
New York
$917M +$80.3M +10% 7.71% 79.1% 344 17.15% 3.2