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)
Bellwether Advisors
3301
Bellwether Advisors
Nebraska
$590M -$36.5M -6% 1.46% 115% 181 38.12% 2.3
Fourthstone LLC
3302
Fourthstone LLC
Missouri
$590M +$55.6M +10% 6.35% 104% 71 36.62% 1.4
Ritter Daniher Financial Advisory
3303
Ritter Daniher Financial Advisory
Ohio
$589M -$6.77M -1% 1.45% 56.7% 623 9.79% 2
Elwood & Goetz Wealth Advisory Group
3304
Elwood & Goetz Wealth Advisory Group
Georgia
$589M +$20.4M +4% 0.09% 63.7% 147 14.29% 2.7
West Financial Advisors
3305
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 0.31% 49.1% 247 25.91% 2.9
Patton Fund Management
3306
Patton Fund Management
Texas
$589M -$157M -21% 9.27% 211% 518 14.67% 0.9
Blume Capital Management
3307
Blume Capital Management
California
$588M +$38.4M +7% 1.96% 102% 356 11.24% 5.6
Canvas Wealth Advisors
3308
Canvas Wealth Advisors
Kansas
$588M -$920K -0.2% 3.92% 133% 259 21.62% 2
Diadema Partners
3309
Diadema Partners
New Jersey
$588M +$7.2M +1% 6.92% – 220 68.64% 0.3
Martel Wealth Advisors
3310
Martel Wealth Advisors
Washington
$587M +$1.89M +0.3% 1.41% 43.4% 77 14.29% 3.6
Martin & Co
3311
Martin & Co
Tennessee
$587M +$4.72M +0.8% 0.86% 67.8% 101 0.99% 9.6
Premier Financial Group
3312
Premier Financial Group
California
$587M +$204M +53% 2.46% – 62 40.32% 0.5
Perennial Advisors
3313
Perennial Advisors
New York
$587M -$9.18M -2% 2.37% – 133 9.77% 4.4
Frec Markets Inc
3314
Frec Markets Inc
California
$587M +$245M +72% 0.49% – 658 50% 0.1
Brady Martz Wealth Solutions
3315
Brady Martz Wealth Solutions
North Dakota
$587M +$18.9M +3% 0.9% – 201 16.92% 0.9
Converium Capital
3316
Converium Capital
$586M -$27.9M -5% 0.64% – 43 39.53% 0.2
PAX Financial Group
3317
PAX Financial Group
Texas
$586M +$6.31M +1% 1.37% 56% 225 19.56% 3.5
Garden Investment Management
3318
Garden Investment Management
Connecticut
$586M +$83.1M +17% 13.5% – 2 50% 0.6
Talos Asset Management
3319
Talos Asset Management
New York
$585M +$20.2M +4% 38.2% – 35 65.71% 0.3
CM
3320
Capital Management
Virginia
$585M -$24.9M -4% 3.95% 63.6% 77 11.69% 5.1
Retirement Income Solutions
3321
Retirement Income Solutions
Michigan
$585M -$4.52M -0.8% 2.3% 60.8% 183 12.57% 3.9
Capital Group Investment Management
3322
Capital Group Investment Management
Singapore
$585M -$30.9M -5% 3.35% 145% 150 14% 2.2
Huntleigh Advisors
3323
Huntleigh Advisors
Missouri
$585M -$7.32M -1% 2.74% – 311 22.51% 0.9
Edge Wealth Management
3324
Edge Wealth Management
New York
$585M +$18.4M +3% 1.67% 75.3% 91 16.48% 5.7
GenWealth Group
3325
GenWealth Group
New Jersey
$584M -$2.01M -0.3% 1.41% 73.9% 92 17.39% 4.7