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)
Diversified Portfolios Inc
3201
Diversified Portfolios Inc
Michigan
$359M -$58.3M -14% 11.3% 38.2% 147 21.77% 2.5
Technology Crossover Management X
3202
Technology Crossover Management X
California
$358M -$373M -51% 48.7% 73.1% 7 0% 1
Hill Investment Group Partners
3203
Hill Investment Group Partners
Missouri
$358M +$53M +17% 11.6% 50.6% 43 25.58% 0.7
RIM
3204
Regent Investment Management
Kentucky
$358M -$73.9M -17% 13.2% 44% 213 10.33% 5.8
Old Second National Bank of Aurora
3205
Old Second National Bank of Aurora
Illinois
$358M -$40M -10% 13.6% 93.7% 369 5.69% 4.9
Apeiron RIA
3206
Apeiron RIA
Texas
$358M +$148M +71% 8.38% 68.5% 207 55.56% 0.3
MPAM
3207
Monarch Partners Asset Management
Massachusetts
$358M -$89.6M -20% 11.9% 136% 192 42.19% 0.9
Emerald Advisors
3208
Emerald Advisors
Washington
$358M -$67.8M -16% 15.7% 71.8% 98 18.37% 1.6
Paragon Capital Management (Colorado)
3209
Paragon Capital Management (Colorado)
Colorado
$358M -$177M -33% 22.8% 109% 225 44.89% 2.2
3LCM
3210
3D/L Capital Management
Connecticut
$358M -$47.9M -12% 11.6% 13.9% 136 29.41% 1.1
Huber Capital Management
3211
Huber Capital Management
California
$358M -$46.2M -11% 9.05% 70.4% 110 10.91% 4.7
Schneider Downs Wealth Management Advisors
3212
Schneider Downs Wealth Management Advisors
Pennsylvania
$358M -$34.6M -9% 11.6% 55% 159 16.98% 2.4
Financial Advisors Network
3213
Financial Advisors Network
California
$358M -$48.4M -12% 11.6% – 131 12.98% 2.6
MYDA Advisors
3214
MYDA Advisors
New York
$358M +$104M +41% 12.4% 232% 272 50% 0.6
Inspire Advisors
3215
Inspire Advisors
Idaho
$357M +$1.27M +0.4% 7.64% 60.2% 163 59.51% 0.5
Alera Investment Advisors
3216
Alera Investment Advisors
Illinois
$357M -$79.6M -18% 13.7% 28.9% 202 18.32% 1.3
ACK Asset Management
3217
ACK Asset Management
Connecticut
$357M -$104M -22% 13.2% 132% 29 44.83% 1.4
Howard Capital Management
3218
Howard Capital Management
Georgia
$357M -$78.4M -18% 16.3% 144% 44 36.36% 1.6
GTCM
3219
Gyon Technologies Capital Management
New Jersey
$357M +$215M +151% 15.8% 42.2% 591 79.02% 0.2
FPFS
3220
First Personal Financial Services
North Carolina
$357M -$71.7M -17% 13.1% 31.5% 345 6.67% 4.8
Mitchell Capital Management
3221
Mitchell Capital Management
Kansas
$357M -$90M -20% 16.2% 219% 140 23.57% 2.9
MJP Associates
3222
MJP Associates
Connecticut
$357M -$41.2M -10% 10.9% 60.9% 165 22.42% 1.2
BT Wealth Management
3223
BT Wealth Management
Georgia
$356M -$27.9M -7% 13.7% 34.8% 77 27.27% 1.9
Ironwood Investment Counsel
3224
Ironwood Investment Counsel
Arizona
$356M -$51.3M -13% 11.6% 64% 216 13.89% 4.7
North Reef Capital Management
3225
North Reef Capital Management
California
$356M +$111M +46% 14.9% 81.9% 45 48.89% 0.3