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)
SF
3101
Symphony Financial
Texas
$408M +$1.03M +0.3% 3.03% 95.7% 191 21.99% 2.2
NBW Capital
3102
NBW Capital
Massachusetts
$408M -$20.3M -5% 0.2% 86% 117 15.38% 3.6
Bayberry Capital Partners
3103
Bayberry Capital Partners
New York
$408M -$90.6M -18% 4.07% 99.7% 18 11.11% 1.1
Nelson Capital Management
3104
Nelson Capital Management
California
$408M +$20.6M +5% 1.65% 121% 97 12.37% 5.5
Summit Financial Wealth Advisors
3105
Summit Financial Wealth Advisors
Louisiana
$407M -$25.5M -6% 3.1% 71.4% 131 14.5% 4.5
Vise Technologies
3106
Vise Technologies
New York
$407M -$6.14M -1% 1.54% – 369 18.43% 1.1
YLHM
3107
Yelin Lapidot Holdings Management
Israel
$407M – – 3.8% 144% 80 – 0
Skaana Management
3108
Skaana Management
New York
$407M -$48.6M -11% 2.83% 269% 250 36% 0.5
Horst & Graben Wealth Management
3109
Horst & Graben Wealth Management
Oregon
$407M -$12.7M -3% 4.32% 55.1% 143 15.38% 2.4
Eagle Strategies
3110
Eagle Strategies
New York
$406M -$5.07M -1% 3.37% 77.7% 189 11.11% 1.1
Bleichroeder LP
3111
Bleichroeder LP
New York
$406M -$87M -18% 9.26% 202% 86 17.44% 2.6
Prestige Wealth Management Group
3112
Prestige Wealth Management Group
New Jersey
$406M -$16.5M -4% 3.82% 55.8% 1,099 8.28% 3.2
Rowlandmiller & Partners
3113
Rowlandmiller & Partners
Georgia
$405M -$17.8M -4% 2.54% 84% 184 7.07% 5.5
Hamilton Point Investment Advisors
3114
Hamilton Point Investment Advisors
North Carolina
$405M -$12.9M -3% 1.6% 79.3% 144 6.25% 3.4
NM
3115
Newtyn Management
New York
$405M -$18.1M -4% 5.2% 52% 51 19.61% 1.6
JMAC Enterprises
3116
JMAC Enterprises
Pennsylvania
$405M +$643K +0.2% 2.29% 65% 176 11.36% 1.4
Equitec Proprietary Markets
3117
Equitec Proprietary Markets
Illinois
$405M +$73.6M +22% 6.92% 526% 159 52.2% 0.9
JCP
3118
JB Capital Partners
New York
$405M -$61.7M -13% 0.2% 142% 77 1.3% 2.2
Colonial Trust
3119
Colonial Trust
South Carolina
$405M -$12.8M -3% 2.28% 75.5% 993 9.77% 0.7
CFMC
3120
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 2.74% 69.6% 184 4.35% 6.5
FA
3121
Financial Advisors
Massachusetts
$404M -$15.7M -4% 3.24% 71.5% 80 10% 3.5
Icon Advisers
3122
Icon Advisers
Colorado
$404M +$10.1M +3% 0.93% 114% 178 21.35% 2
Smithbridge Asset Management
3123
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 2.74% – 147 8.16% 4
SOA Wealth Advisors
3124
SOA Wealth Advisors
New York
$402M -$24.7M -6% 4.82% 79.1% 968 5.79% 2.4
Martel Wealth Advisors
3125
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 3.34% 43.4% 54 7.41% 3.6