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)
DLG
3376
Daniel L. Goodwin
$219M +$1.07M +0.5% 0.68% 72.6% 95 3.16% 3.6
Rock Creek Group
3377
Rock Creek Group
District of Columbia
$219M -$5.48M -2% 2.82% 37.2% 137 61.31% 0.4
Stone Run Capital
3378
Stone Run Capital
New York
$219M +$15.7M +8% 8.1% 77.8% 61 1.64% 4.7
Sargent Investment Group
3379
Sargent Investment Group
Maryland
$219M +$11.3M +5% 8.26% 113% 149 14.77% 0.4
Alatus Capital
3380
Alatus Capital
Switzerland
$219M -$21.7M -9% 14.4% 33% 2 0% 1.5
Northwest Quadrant Wealth Management
3381
Northwest Quadrant Wealth Management
Oregon
$219M +$4.84M +2% 1.99% 45.6% 65 9.23% 1.9
CFO4Life Group
3382
CFO4Life Group
Texas
$219M +$5.36M +3% 2.08% 56.7% 132 13.64% 1.3
Home Federal Bank of Tennessee
3383
Home Federal Bank of Tennessee
Tennessee
$219M +$7.75M +4% 2.72% 74% 68 2.94% 3
Premier Fund Managers
3384
Premier Fund Managers
United Kingdom
$219M -$746K -0.3% 3.55% 56.6% 49 22.45% 1.9
Arabesque Asset Management
3385
Arabesque Asset Management
United Kingdom
$219M +$23.8M +12% 10.8% 122% 146 56.16% 0.3
BCM Advisors
3386
BCM Advisors
Louisiana
$219M +$7.22M +3% 2.78% 59.3% 39 7.69% 2
Parus Finance (UK)
3387
Parus Finance (UK)
United Kingdom
$218M -$95.6M -30% 6.43% 199% 20 10% 2.1
CAMG Solamere Management
3388
CAMG Solamere Management
North Carolina
$218M +$17.1M +8% 2.57% 51.7% 103 10.68% 1.9
Bank Pictet & Cie (Asia)
3389
Bank Pictet & Cie (Asia)
Singapore
$218M +$8.18M +4% 3.32% 30.4% 83 2.41% 1.7
SM
3390
Salzhauer Michael
$218M +$14.3M +7% 6.92% 107% 152 11.18% 3.3
Interactive Financial Advisors
3391
Interactive Financial Advisors
Illinois
$218M +$10.4M +5% 2.72% 47.6% 146 22.6% 3
Private Advisory Group
3392
Private Advisory Group
Washington
$218M +$39.9M +22% 3.96% 177% 163 53.99% 0.9
Hi-Line Capital Management
3393
Hi-Line Capital Management
South Dakota
$218M +$9.15M +4% 6.93% 57.5% 30 10% 0.5
Cynosure Group
3394
Cynosure Group
Utah
$218M +$56.4M +35% 2.25% 56.8% 78 82.05% 0.1
SFSIG
3395
San Francisco Sentry Investment Group
California
$218M -$14.2M -6% 8.14% 436% 1,036 16.51% 1.9
Windsor Capital Management
3396
Windsor Capital Management
Arizona
$218M +$5.72M +3% 2.36% 49.1% 124 11.29% 4
FNBOMD
3397
First National Bank of Mount Dora
Florida
$217M -$10.2M -5% 4.32% 96.2% 105 13.33% 3.3
Cedar Brook Financial Partners
3398
Cedar Brook Financial Partners
Ohio
$217M +$11.2M +5% 3.3% 47% 318 14.47% 0.4
Lapides Asset Management
3399
Lapides Asset Management
Connecticut
$217M -$48.1M -18% 3.49% 63% 80 12.5% 3
Blue Bell Private Wealth Management
3400
Blue Bell Private Wealth Management
Pennsylvania
$217M +$2.7M +1% 3.88% 62.5% 212 11.79% 4.3