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)
Evermay Wealth Management
2626
Evermay Wealth Management
Virginia
$971M +$68.9M +8% 10.3% 56.2% 695 20.86% 4
Marietta Wealth Management
2627
Marietta Wealth Management
Georgia
$971M +$129M +15% 13.6% 93% 137 8.76% 4.6
Noked Israel
2628
Noked Israel
Israel
$970M +$293M +43% 37.8% 265% 14 28.57% 1.5
RMG Wealth Management
2629
RMG Wealth Management
Wisconsin
$969M +$103M +12% 12.8% – 804 53.11% 0.5
Disciplina Capital Management
2630
Disciplina Capital Management
Tennessee
$968M +$24.4M +3% 6.66% 30% 69 2.9% 3.4
Stockman Wealth Management
2631
Stockman Wealth Management
Montana
$968M +$61.5M +7% 12.1% 77.5% 190 12.11% 5.4
L & S Advisors
2632
L & S Advisors
California
$967M +$173M +22% 30.3% 231% 273 28.21% 3
Intrinsic Edge Capital Management
2633
Intrinsic Edge Capital Management
Illinois
$967M +$365M +60% 44.3% 283% 155 50.97% 0.7
Revolve Wealth Partners
2634
Revolve Wealth Partners
New Jersey
$965M +$195M +25% 13.7% 67.4% 362 38.12% 1.8
Bath Savings Trust
2635
Bath Savings Trust
Maine
$965M +$29.1M +3% 6.76% 57.8% 183 11.48% 6.9
L2 Asset Management
2636
L2 Asset Management
Massachusetts
$965M -$86.6M -8% 19.8% 128% 445 18.43% 1.8
Baker Ellis Asset Management
2637
Baker Ellis Asset Management
Washington
$964M +$122M +14% 20.3% 91.9% 274 10.58% 5.4
Goodnow Investment Group
2638
Goodnow Investment Group
Connecticut
$964M +$50.8M +6% 13.3% 131% 31 32.26% 3.3
Aviance Capital Partners
2639
Aviance Capital Partners
Florida
$963M +$109M +13% 15.8% 109% 400 11% 4.7
Leonard Green & Partners
2640
Leonard Green & Partners
California
$962M -$1.81B -65% 30% 53.9% 6 33.33% 4.6
Silverarc Capital Management
2641
Silverarc Capital Management
Massachusetts
$962M -$17.7M -2% 33.4% 2,765% 98 51.02% 1
Parthenon LLC
2642
Parthenon LLC
Kentucky
$962M +$87.2M +10% 15.3% 93.3% 138 11.59% 8.2
Ardsley Advisory Partners
2643
Ardsley Advisory Partners
Connecticut
$960M +$176M +22% 67.8% 555% 219 64.84% 0.6
Ramirez Asset Management
2644
Ramirez Asset Management
New York
$960M +$128M +15% 11.3% 86.8% 375 10.93% 1.9
JWBC
2645
J.W. Burns & Co
New York
$959M +$86.7M +10% 14.2% 95.4% 195 9.23% 7.7
Wahed Invest
2646
Wahed Invest
New York
$958M +$188M +24% 37.1% 140% 234 6.84% 3
Buck Wealth Strategies
2647
Buck Wealth Strategies
Colorado
$956M +$146M +18% 7.03% 48.4% 1,173 86.1% 0.2
River Wealth Advisors
2648
River Wealth Advisors
Pennsylvania
$956M +$85M +10% 15.7% 80.3% 221 9.05% 6.3
Lifeworks Advisors
2649
Lifeworks Advisors
Michigan
$955M +$176M +23% 22.2% 80.4% 349 18.05% 2
Victory Financial Group
2650
Victory Financial Group
Texas
$953M +$139M +17% 17.9% – 429 25.87% 0.9