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
SFP
2676
Shepherd Financial Partners
Massachusetts
$289M -$141M -33% 15.5% 78% 141 29.08%
AAMA
2677
Advanced Asset Management Advisors
Ohio
$289M -$42.1M -13% 18.3% 82.5% 128 9.38%
AWC
2678
Abundance Wealth Counselors
Pennsylvania
$288M -$70.8M -20% 21.1% 94.7% 42 23.81%
WA
2679
Wealth Architects
California
$288M -$69.9M -20% 21.8% 80.1% 152 26.32%
DP
2680
DDD Partners
Washington
$288M -$74.1M -20% 21.1% 62.1% 50 30%
YCM
2681
Yakira Capital Management
Connecticut
$288M -$53.2M -16% 14.4% 74.1% 187 39.57%
PDM
2682
Penn Davis McFarland
Texas
$288M -$49.3M -15% 17.7% 86.8% 52 23.08%
PJSIMP
2683
P.J. Schmidt Investment Management (PJS)
Wisconsin
$288M -$85.9M -23% 13.5% 65.9% 138 16.67%
ECA
2684
Endeavour Capital Advisors
Connecticut
$287M -$352M -55% 37.1% 105% 62 30.65%
II
2685
INCA Investments
Florida
$287M -$261M -48% 49.3% 128% 13 30.77%
CAC
2686
Core Alternative Capital
Georgia
$286M +$177M +162% 19% 74.5% 65 27.69%
MPAM
2687
Monarch Partners Asset Management
Massachusetts
$285M -$163M -36% 26.5% 136% 220 53.64%
BCVI
2688
Bain Capital Venture Investors
Massachusetts
$285M -$206M -42% 18% 34.2% 4 25%
BM
2689
Brandywine Managers
Delaware
$284M -$49.1M -15% 5.83% 96.3% 53 35.85%
GWI
2690
Grace & White Inc
New York
$284M -$157M -36% 28.7% 61.5% 130 7.69%
DSAM
2691
Dock Street Asset Management
Florida
$284M -$62.3M -18% 7.18% 175% 45 8.89%
APW
2692
Aurora Private Wealth
New Jersey
$284M +$1.48M +0.5% 18.1% 276 39.86%
LIM
2693
Lathrop Investment Management
Arkansas
$284M -$91.8M -24% 21.6% 72.2% 71 18.31%
PGM
2694
Parian Global Management
New York
$284M -$161M -36% 9.69% 65.2% 66 77.27%
CWG
2695
Cornerstone Wealth Group
North Carolina
$284M -$86.3M -23% 11.9% 96.5% 163 47.24%
JIP
2696
Jaffetilchin Investment Partners
Florida
$283M -$180M -39% 16.3% 78.5% 239 40.59%
AFP
2697
Ausdal Financial Partners
Iowa
$283M -$54.5M -16% 15.2% 63.2% 356 27.53%
SP
2698
ShawSpring Partners
Massachusetts
$283M +$33.1M +13% 7.28% 3.53% 5 0%
OCG
2699
Opus Capital Group
Ohio
$283M -$57.2M -17% 17.6% 49.7% 176 46.59%
KTC
2700
Kistler-Tiffany Companies
Pennsylvania
$282M -$2.82M -1% 21.1% 52% 578 1.04%