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)
LWANC
2876
Laurel Wealth Advisors (North Carolina)
North Carolina
$527M +$54.3M +11% 9.31% 71.1% 601 4.99% 3.8
MidWestOne Financial Group
2877
MidWestOne Financial Group
Iowa
$526M +$85.2M +19% 15.9% 62.7% 293 13.65% 2.5
Bayberry Capital Partners
2878
Bayberry Capital Partners
New York
$526M +$118M +29% 15.6% 99.7% 22 31.82% 1
Mainstay Capital Management
2879
Mainstay Capital Management
Michigan
$526M +$52.9M +11% 11.2% 131% 115 24.35% 2.6
Allen Mooney & Barnes Investment Advisors
2880
Allen Mooney & Barnes Investment Advisors
Georgia
$526M +$56.3M +12% 9.76% 78.9% 155 4.52% 1.4
CCM
2881
Cohen Capital Management
California
$525M +$36.9M +8% 9.77% 91.5% 136 2.21% 6.6
Emerald Advisors
2882
Emerald Advisors
Washington
$525M +$93.9M +22% 15.7% 71.8% 91 15.38% 2.3
MONECO Advisors
2883
MONECO Advisors
Connecticut
$525M +$156M +42% 9.78% 70.5% 406 24.38% 2.1
Meridian Wealth Partners
2884
Meridian Wealth Partners
Pennsylvania
$524M +$43.6M +9% 9.73% 54.2% 106 15.09% 2.5
CFO4Life Group
2885
CFO4Life Group
Texas
$524M +$90.6M +21% 8.18% 56.7% 200 23% 3
Herald Investment Management
2886
Herald Investment Management
United Kingdom
$524M +$53.1M +11% 15.9% 493% 102 4.9% 5.1
Arcadia Investment Management
2887
Arcadia Investment Management
Michigan
$523M +$51.1M +11% 13.8% 83.5% 341 11.14% 4.8
HA
2888
Harbor Advisors
Florida
$523M +$56.2M +12% 12% 125% 182 12.64% 4.2
Artemis Wealth Advisors
2889
Artemis Wealth Advisors
New York
$522M -$12.9M -2% 14.3% 174% 72 66.67% 2.8
Amarillo National Bank
2890
Amarillo National Bank
Texas
$521M +$43.7M +9% 9.39% 63.5% 101 6.93% 5.6
Gateway Advisory
2891
Gateway Advisory
New Jersey
$521M +$30.6M +6% 7.34% 26% 147 40.14% 1.5
Legacy Financial Advisors
2892
Legacy Financial Advisors
Kentucky
$521M +$20.9M +4% 10.9% 86.3% 312 19.23% 2.1
Y.D. More Investments
2893
Y.D. More Investments
Israel
$520M +$52.8K +0% 11.3% 309% 366 12.3% 0.8
Elk River Wealth Management
2894
Elk River Wealth Management
Colorado
$520M +$68.4M +15% 13% 81.8% 114 12.28% 2.4
Harbor Capital Advisors
2895
Harbor Capital Advisors
Illinois
$520M +$52.5M +11% 16.7% 128% 455 6.15% 0.9
One Wealth Advisors
2896
One Wealth Advisors
California
$519M +$69.5M +15% 10.2% 66% 238 33.19% 1.5
Nishkama Capital LLC
2897
Nishkama Capital LLC
Puerto Rico
$519M +$213M +69% 15.9% 723% 87 79.31% 0.2
Pinkerton Retirement Specialists
2898
Pinkerton Retirement Specialists
Idaho
$519M +$58.9M +13% 10.7% 98% 163 38.65% 2.5
Howard Financial Services
2899
Howard Financial Services
Texas
$519M +$82.6M +19% 9.32% 55.9% 163 14.72% 2.6
Revolve Wealth Partners
2900
Revolve Wealth Partners
New Jersey
$519M +$84.3M +19% 10.2% 67.4% 170 17.06% 1.4