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)
Wakefield Asset Management
3126
Wakefield Asset Management
Colorado
$253M -$23.5M -8% 4.34% 139% 246 45.53% 0.4
Plancorp LLC
3127
Plancorp LLC
Missouri
$253M -$11.5M -4% 1.58% 67.3% 183 12.02% 2.3
Cahill Financial Advisors
3128
Cahill Financial Advisors
Minnesota
$252M +$12.2M +5% 2.55% 55.9% 161 11.18% 3.2
Patton Fund Management
3129
Patton Fund Management
Texas
$252M – – 4.84% 211% 65 – 0
Redhawk Wealth Advisors
3130
Redhawk Wealth Advisors
Minnesota
$252M +$61.7M +32% 4.02% 116% 506 77.87% 0.1
Ellevest Inc
3131
Ellevest Inc
New York
$252M +$41.7M +20% 2.58% 73.8% 493 48.28% 0.3
Technology Crossover Management IX
3132
Technology Crossover Management IX
California
$252M +$97.8M +64% 15.3% 13% 3 0% 0.8
First Wilshire Securities Management
3133
First Wilshire Securities Management
California
$251M -$42M -14% 6.23% 135% 122 13.93% 3.6
Income Research & Management
3134
Income Research & Management
Massachusetts
$251M -$18.9M -7% 0.18% 1.19% 25 16% 3.1
Stratos Wealth Advisors
3135
Stratos Wealth Advisors
Ohio
$251M +$65.7M +35% 3.62% 65.7% 239 12.97% 0.4
BCWM LLC
3136
BCWM LLC
Kansas
$250M +$27.5M +12% 2.41% – 76 14.47% 2.4
FinTrust Capital Advisors
3137
FinTrust Capital Advisors
South Carolina
$250M +$11.4M +5% 3.53% 23.6% 1,351 27.39% 0.5
McRae Capital Management
3138
McRae Capital Management
New Jersey
$250M +$9.9M +4% 5.46% 78.2% 94 6.38% 4.1
KC
3139
Keenan Capital
California
$250M +$20.1M +9% 1.92% 110% 12 0% 1.3
Amarillo National Bank
3140
Amarillo National Bank
Texas
$250M -$4.04M -2% 3.28% 63.5% 90 4.44% 4
SWK
3141
Stephen W. Kidder
$250M +$3.41M +1% 3.88% 94.7% 77 7.79% 4.7
Fruth Investment Management
3142
Fruth Investment Management
Texas
$250M +$11M +5% 4.81% 79.4% 205 5.85% 4.5
FCT
3143
Family Capital Trust
Massachusetts
$250M +$12.9M +5% 7.58% 39.1% 57 7.02% 4.4
RG
3144
Riverstone Group
Virginia
$249M +$90.3M +57% 3.28% 305% 5 0% 0.6
Brio Consultants
3145
Brio Consultants
California
$249M +$23.3M +10% 4.07% 42.7% 73 10.96% 0.4
Silicon Valley Capital Partners
3146
Silicon Valley Capital Partners
California
$249M +$14.6M +6% 4.17% 103% 40 22.5% 1.4
Arrow Investment Advisors
3147
Arrow Investment Advisors
Maryland
$248M +$2.66M +1% 1.71% 36.3% 86 39.53% 1.5
Viridian RIA
3148
Viridian RIA
Washington
$248M +$22M +10% 3.92% 63.1% 61 22.95% 0.8
Cutler Capital Management
3149
Cutler Capital Management
Massachusetts
$248M +$5.82M +2% 1.43% 39.7% 105 20% 2
Marathon Asset Management (New York)
3150
Marathon Asset Management (New York)
New York
$248M -$136M -36% 0.64% 490% 13 61.54% 0.6