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)
SMI Advisory Services
3326
SMI Advisory Services
Indiana
$518M +$75.3M +17% 8.58% 80.7% 59 40.68% 1.1
Brady Martz Wealth Solutions
3327
Brady Martz Wealth Solutions
North Dakota
$517M +$75.2M +17% 7.79% – 150 10% 0.5
Moody Aldrich Partners
3328
Moody Aldrich Partners
Massachusetts
$517M +$39M +8% 15.7% 336% 199 26.13% 1.4
Aire Advisors
3329
Aire Advisors
California
$516M +$41.3M +9% 9.1% 77.4% 166 7.83% 2.4
TAP
3330
Tounjian Advisory Partners
Florida
$516M -$18M -3% 8.57% – 234 0% 0.3
Warwick Investment Management
3331
Warwick Investment Management
Texas
$515M +$34.1M +7% 8.47% 69.9% 132 23.48% 1.4
Wedgewood Partners
3332
Wedgewood Partners
Missouri
$515M +$18.7M +4% 12% 78.1% 21 14.29% 5.9
Ellis Investment Partners
3333
Ellis Investment Partners
Pennsylvania
$515M +$31M +6% 6.68% 70.8% 248 9.27% 4.5
Citizens Business Bank
3334
Citizens Business Bank
California
$515M +$53.5M +12% 14.5% 108% 107 12.15% 6
Shah Capital Management
3335
Shah Capital Management
North Carolina
$514M +$24.4M +5% 11.9% 287% 17 17.65% 4.5
Austin Asset Management
3336
Austin Asset Management
Texas
$513M +$33.3M +7% 9.62% 85.2% 79 8.86% 2.3
Estuary Capital Management
3337
Estuary Capital Management
Minnesota
$513M +$101M +24% 3.24% – 19 57.89% 0.6
Stieven Capital Advisors
3338
Stieven Capital Advisors
Missouri
$512M -$4M -0.8% 4.83% 117% 46 13.04% 3.7
AT
3339
Arlington Trust
Alabama
$512M +$40.6M +9% 8.98% 65% 746 23.73% 1.1
IIA
3340
IPG Investment Advisors
California
$512M +$70.3M +16% 16.1% 106% 212 36.79% 2.2
Triata Capital
3341
Triata Capital
Hong Kong
$512M +$70.3M +16% 5.02% – 15 20% 0.4
Independent Solutions Wealth Management
3342
Independent Solutions Wealth Management
New York
$512M +$65.5M +15% 15.3% 112% 186 11.29% 3.5
Gibraltar Capital Management
3343
Gibraltar Capital Management
Oklahoma
$512M +$48.9M +11% 6.96% 56.6% 113 15.04% 2
Altiora Financial Group
3344
Altiora Financial Group
Ohio
$512M +$41.5M +9% 5.57% 38.3% 95 6.32% 1.8
MCM
3345
Mason Capital Management
New York
$512M +$84.3M +20% 27.1% 18.5% 5 20% 2.4
Riversedge Advisors
3346
Riversedge Advisors
Delaware
$511M +$62.9M +14% 9.18% 71.3% 136 20.59% 2.1
Turim 21 Investimentos
3347
Turim 21 Investimentos
Brazil
$511M +$139M +37% 10.4% 62.1% 90 17.78% 2.5
Brickley Wealth Management
3348
Brickley Wealth Management
California
$511M +$28.8M +6% 6.14% 62.6% 49 10.2% 4.1
Gould Asset Management
3349
Gould Asset Management
California
$511M +$25.6M +5% 5.91% 42.8% 168 5.36% 5.9
CPA
3350
Capital Performance Advisors
California
$510M +$54.5M +12% 9.46% 71% 322 34.78% 0.9