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)
RBO & Co
3401
RBO & Co
California
$628M +$8.52M +1% 1.96% 27.9% 58 5.17% 7.8
Marino Stram & Associates
3402
Marino Stram & Associates
Massachusetts
$628M +$71.2M +13% 12.1% 72.2% 204 10.29% 4.1
Elk River Wealth Management
3403
Elk River Wealth Management
Colorado
$628M +$25.5M +4% 16.9% 81.8% 105 7.62% 3.9
Financial Strategies Group
3404
Financial Strategies Group
Michigan
$628M +$29.8M +5% 7.98% 44.9% 103 4.85% 3.4
Satovsky Asset Management
3405
Satovsky Asset Management
New York
$627M +$60.7M +11% 9.14% 53.6% 76 6.58% 2.8
PAS
3406
PKS Advisory Services
New York
$627M +$196M +46% 15.4% – 388 43.3% 0.8
Paradice Investment Management
3407
Paradice Investment Management
Colorado
$627M +$94.2M +18% 16.2% 72.2% 24 16.67% 4.4
BVC
3408
Bright Valley Capital
Hong Kong
$626M +$473M +308% 173% – 28 78.57% 0.3
Fortis Group Advisors
3409
Fortis Group Advisors
New Jersey
$626M +$21.2M +4% 16.3% 91.2% 651 15.67% 2.2
LMG Wealth Partners
3410
LMG Wealth Partners
Louisiana
$626M +$77.1M +14% 18.6% 88.9% 170 11.76% 2.2
Bellecapital
3411
Bellecapital
Switzerland
$625M +$71.2M +13% 23.3% 152% 152 41.45% 3
Third Avenue Management
3412
Third Avenue Management
New York
$625M +$9.31M +2% 7.42% 113% 57 10.53% 5
RAM Investment Partners
3413
RAM Investment Partners
Washington
$625M +$55.9M +10% 10.8% 61.9% 136 17.65% 1.9
Chemistry Wealth Management
3414
Chemistry Wealth Management
New York
$625M +$56.6M +10% 9.24% 77.1% 219 10.5% 2.8
Avidity Partners Management
3415
Avidity Partners Management
Texas
$624M +$131M +26% 26.7% 492% 58 44.83% 0.9
Davidson Capital Management
3416
Davidson Capital Management
Texas
$624M +$72.3M +13% 16.9% 79.4% 96 3.13% 2.1
Spinnaker Investment Group
3417
Spinnaker Investment Group
California
$624M +$133M +27% 9.57% 56.9% 195 32.82% 1.7
Pettinga Financial Advisors
3418
Pettinga Financial Advisors
Indiana
$624M +$92.7M +17% 10.7% 78.1% 165 16.36% 3.3
East Coast Asset Management
3419
East Coast Asset Management
Massachusetts
$624M +$65.5M +12% 15.7% 153% 85 10.59% 7.2
Amarillo National Bank
3420
Amarillo National Bank
Texas
$624M +$57.6M +10% 11.3% 63.5% 103 16.5% 6
Proactive Wealth Strategies
3421
Proactive Wealth Strategies
Georgia
$623M +$91.1M +17% 19.8% – 226 8.85% 1.1
TAA
3422
TB Alternative Assets
Cayman Islands
$623M +$142M +30% 104% 312% 51 62.75% 1.2
TruNorth Capital Management
3423
TruNorth Capital Management
Michigan
$623M +$101M +19% 11.5% – 131 19.08% 1.6
Parkwoods Wealth Partners
3424
Parkwoods Wealth Partners
New York
$622M +$215M +53% 10.5% – 168 33.93% 0.7
Lind Value II ApS
3425
Lind Value II ApS
Denmark
$622M +$171M +38% 10.2% – 8 12.5% 0.8