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)
Ashton Thomas Securities
2851
Ashton Thomas Securities
New York
$716M +$303M +73% 6.89% – 427 39.34% 0.7
LWANC
2852
Laurel Wealth Advisors (North Carolina)
North Carolina
$715M +$46.6M +7% 6.88% 71.1% 189 13.76% 5.8
Troluce Capital Advisors
2853
Troluce Capital Advisors
Puerto Rico
$715M +$293M +69% 9.16% 61.1% 53 75.47% 0.1
Hohimer Wealth Management
2854
Hohimer Wealth Management
Washington
$715M +$152M +27% 9.83% 99.7% 379 37.73% 1.6
Berman McAleer
2855
Berman McAleer
Maryland
$715M – – 6.74% – 164 – 0
ECM
2856
EagleClaw Capital Management
Massachusetts
$715M +$45.3M +7% 6.12% 104% 149 5.37% 6.7
Camden National Bank
2857
Camden National Bank
Maine
$715M +$21M +3% 5.42% 48.8% 173 9.25% 4.2
McGlone Suttner Wealth Management
2858
McGlone Suttner Wealth Management
Wisconsin
$715M +$52.3M +8% 6.74% 61.6% 198 7.07% 1.9
Inspirion Wealth Advisors
2859
Inspirion Wealth Advisors
Illinois
$715M -$40.9M -5% 6.27% 52.5% 171 19.88% 5
Auxier Asset Management
2860
Auxier Asset Management
Oregon
$714M +$32.7M +5% 6.44% 71.7% 179 5.59% 8.3
Oarsman Capital
2861
Oarsman Capital
Wisconsin
$713M +$75.6M +12% 7.14% 70.6% 272 16.54% 4.2
Dean Investment Associates
2862
Dean Investment Associates
Ohio
$713M +$33.2M +5% 6.35% 63.5% 216 12.04% 4.5
George Kaiser Family Foundation
2863
George Kaiser Family Foundation
Oklahoma
$713M +$18.7M +3% 4.37% 106% 70 5.71% 1.2
Boulay Financial Advisors
2864
Boulay Financial Advisors
Minnesota
$712M +$49.4M +7% 6.62% – 4 0% 0.4
Mechanics Bank - Trust Department
2865
Mechanics Bank - Trust Department
California
$712M +$14.6M +2% 7.98% 76.8% 216 6.48% 6.6
Glassman Wealth Services
2866
Glassman Wealth Services
Virginia
$712M +$58.8M +9% 7.35% 62.6% 192 8.33% 4.6
Fortis Capital Management
2867
Fortis Capital Management
Washington
$712M +$69.1M +11% 7.11% 82% 186 11.29% 2
Blueprint Investment Partners
2868
Blueprint Investment Partners
North Carolina
$712M +$148M +26% 7.8% 91.9% 125 54.4% 1.1
Rule One Partners
2869
Rule One Partners
Georgia
$711M +$527M +286% 7.4% – 11 18.18% 0.7
Alpine Bank Wealth Management
2870
Alpine Bank Wealth Management
Colorado
$711M +$48.8M +7% 6.46% – 446 12.78% 0.8
Gratus Wealth Advisors
2871
Gratus Wealth Advisors
Virginia
$710M +$49.9M +8% 6.33% 65.2% 137 9.49% 1.5
RMG Wealth Management
2872
RMG Wealth Management
Wisconsin
$710M +$59.9M +9% 5.84% – 368 17.66% 0.2
Liberty Wealth Management
2873
Liberty Wealth Management
California
$710M +$72.3M +11% 8.15% 64.2% 260 14.23% 2.1
LS Investment Advisors
2874
LS Investment Advisors
Michigan
$710M +$25.6M +4% 9.34% 98.7% 140 7.14% 8.6
Cigna Investments
2875
Cigna Investments
Connecticut
$710M +$122M +21% 11.6% 154% 487 10.06% 6