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)
Estabrook Capital Management
3051
Estabrook Capital Management
New York
$681M -$5M -0.7% 3.34% 87.2% 332 2.71% 8
Calton & Associates
3052
Calton & Associates
Florida
$681M +$14.8M +2% 2.7% 73.9% 492 22.97% 1.2
Thrive Wealth Management
3053
Thrive Wealth Management
Pennsylvania
$681M +$17.7M +3% 2.53% 84.1% 255 12.55% 2.5
III Capital Management
3054
III Capital Management
Florida
$679M +$263M +63% 1.54% 28.7% 72 58.33% 0.6
Huber Capital Management
3055
Huber Capital Management
California
$679M +$47.6M +8% 2.74% 70.4% 111 8.11% 5.1
Arrowpoint Investment Partners
3056
Arrowpoint Investment Partners
Singapore
$679M +$579M +578% 4.97% – 153 81.05% 0.1
Hudock Inc
3057
Hudock Inc
Pennsylvania
$679M +$20.3M +3% 2.86% 69.7% 203 6.4% 6.3
Henrickson Nauta Wealth Advisors
3058
Henrickson Nauta Wealth Advisors
Michigan
$678M +$362M +114% 3.05% 61.6% 120 22.5% 2.1
Acorn Financial Advisory Services
3059
Acorn Financial Advisory Services
Virginia
$678M +$25.8M +4% 1.72% 108% 229 15.72% 3.5
Fortis Capital Advisors
3060
Fortis Capital Advisors
Kansas
$677M +$46.3M +7% 3.01% 127% 352 31.25% 0.9
Marquette Asset Management
3061
Marquette Asset Management
Minnesota
$677M +$23.9M +4% 2.24% 69.6% 904 45.35% 1
Vestwell Advisors
3062
Vestwell Advisors
New York
$677M +$397M +141% 0.99% – 33 0% 0.2
Austin Wealth Management
3063
Austin Wealth Management
Texas
$677M +$39.5M +6% 2.15% 52.4% 174 13.22% 1.5
IAM
3064
Infinitum Asset Management
Florida
$676M +$132M +24% 1.56% – 23 34.78% 0.7
Trifecta Capital Advisors
3065
Trifecta Capital Advisors
Illinois
$676M +$18.1M +3% 4.36% 149% 455 46.81% 2.2
Allegheny Financial Group
3066
Allegheny Financial Group
Pennsylvania
$676M +$140M +26% 2.1% 72.7% 293 12.63% 2.5
Hudson Edge Investment Partners
3067
Hudson Edge Investment Partners
New Jersey
$675M +$57.2M +9% 6.56% 67.9% 93 11.83% 5
Radnor Capital Management
3068
Radnor Capital Management
Pennsylvania
$674M +$16.4M +2% 5.28% 96.9% 323 6.5% 2.5
Founders Capital Management (Connecticut)
3069
Founders Capital Management (Connecticut)
Connecticut
$673M +$34.1M +5% 8.7% 99.9% 81 4.94% 6.3
MAA
3070
Mraz Amerine & Associates
California
$673M +$31M +5% 3.45% 63.2% 197 7.11% 5.1
AssuredPartners Investment Advisors
3071
AssuredPartners Investment Advisors
Florida
$672M +$223M +50% 3.39% – 357 29.13% 0.6
Providence Equity Partners
3072
Providence Equity Partners
Rhode Island
$671M +$87.6M +15% 17.1% 12.4% 3 0% 4.3
TS Financial Group (TSFG)
3073
TS Financial Group (TSFG)
Illinois
$669M +$40M +6% 1.77% 81% 912 10.64% 4.2
WealthPLAN Partners
3074
WealthPLAN Partners
Nebraska
$669M +$2.2M +0.3% 2.51% 71.6% 289 19.72% 4.2
Well Done LLC
3075
Well Done LLC
Michigan
$669M +$81.8M +14% 1.67% 80.4% 209 16.27% 4.2