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)
Oakmont Corp
3276
Oakmont Corp
California
$455M +$46M +11% 11.9% 70.2% 36 22.22% 2.9
York Capital Management Global Advisors
3277
York Capital Management Global Advisors
New York
$455M -$5.34M -1% 37.6% 74.1% 7 0% 2.3
CTAF
3278
Call To Action Foundation
Utah
$454M -$26.2M -5% 4.04% – 1 0% 0.5
GR Financial Group
3279
GR Financial Group
Arizona
$454M +$21.9M +5% 5.02% 75.4% 20 20% 0.8
United Capital Management of KS
3280
United Capital Management of KS
Kansas
$454M +$16.8M +4% 3.56% 272% 84 16.67% 3
JCP
3281
JB Capital Partners
New York
$453M -$79.5M -15% 4.84% 142% 77 5.19% 2.8
Delta Investment Management
3282
Delta Investment Management
California
$453M +$12.9M +3% 2.74% 65.8% 237 18.57% 2.2
Princeton Global Asset Management
3283
Princeton Global Asset Management
New Jersey
$453M +$32.8M +8% 3.03% 110% 698 16.33% 2.9
Gibson Capital
3284
Gibson Capital
Pennsylvania
$453M -$4.66M -1% 1.12% 67.2% 78 12.82% 3.8
Iowa State Bank
3285
Iowa State Bank
Iowa
$453M +$666K +0.1% 0.9% 85.7% 110 8.18% 5.9
LJI Wealth Management
3286
LJI Wealth Management
Indiana
$452M +$65.9M +17% 2.54% 61.5% 190 22.11% 1
SevenBridge Financial Group
3287
SevenBridge Financial Group
Pennsylvania
$452M +$10.8M +2% 2.77% 93.2% 213 8.45% 4.2
Trifecta Capital Advisors
3288
Trifecta Capital Advisors
Illinois
$452M +$40.8M +10% 7.61% 149% 434 8.99% 1.3
Contravisory Investment Management
3289
Contravisory Investment Management
Massachusetts
$452M +$124K +0% 3.07% 135% 392 23.72% 1.6
Stieven Capital Advisors
3290
Stieven Capital Advisors
Missouri
$451M -$29.5M -6% 0.19% 117% 52 25% 3.4
Noesis Capital Mangement
3291
Noesis Capital Mangement
Florida
$451M +$721K +0.2% 3.65% 139% 110 20% 5
SFE Investment Counsel
3292
SFE Investment Counsel
California
$451M +$9.5M +2% 3.7% 105% 120 3.33% 5.7
Strategy Asset Managers
3293
Strategy Asset Managers
California
$450M -$16.6M -4% 0.99% 115% 292 38.01% 2.8
TBH Global Asset Management
3294
TBH Global Asset Management
Tennessee
$450M -$50.8M -10% 3.17% 70.7% 248 15.73% 2.3
PS
3295
Presima Securities
Quebec, Canada
$450M +$19.5M +5% 2.61% 10.3% 52 0% 4.4
Schneider Downs Wealth Management Advisors
3296
Schneider Downs Wealth Management Advisors
Pennsylvania
$449M +$15.7M +4% 1.05% 61.5% 141 10.64% 3.4
Cypress Wealth Services
3297
Cypress Wealth Services
California
$449M +$19.9M +5% 4.02% 82.7% 276 11.59% 2.3
CNBTD
3298
Citizens National Bank Trust Department
Mississippi
$449M +$18.2M +4% 3.79% 114% 353 6.52% 2.6
Goodman Financial
3299
Goodman Financial
Texas
$449M +$11.2M +3% 2.53% 52.5% 76 32.89% 2.3
The Family Firm
3300
The Family Firm
Maryland
$448M +$38M +9% 0.85% 40.2% 892 77.8% 1.2