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)
TrinityPoint Wealth
3451
TrinityPoint Wealth
Connecticut
$209M +$5.14M +3% 4.18% 28.4% 192 16.67% 0.4
Weik Capital Management
3452
Weik Capital Management
Pennsylvania
$209M +$3.57M +2% 4.81% 66.9% 125 8% 4
Argus Investors Counsel
3453
Argus Investors Counsel
New York
$208M -$943K -0.5% 3.11% 132% 70 2.86% 4.2
B. Riley Financial
3454
B. Riley Financial
California
$208M -$48.9M -19% 3.8% 682% 101 69.31% 0.6
Harvey Capital Management
3455
Harvey Capital Management
Florida
$208M -$257K -0.1% 2.39% 147% 85 17.65% 3.2
Totem Point Management
3456
Totem Point Management
New York
$208M +$51.4M +33% 8.22% 577% 23 47.83% 0.3
Stanley Capital Management
3457
Stanley Capital Management
Texas
$208M +$3.38M +2% 6.59% 158% 34 8.82% 3
LFG
3458
LifePlan Financial Group
Ohio
$207M +$19.9M +11% 2.86% 20.2% 575 5.91% 1.7
LCM
3459
Lafitte Capital Management
Texas
$207M +$12M +6% 5.64% 55.2% 8 12.5% 2.9
Clifford Capital Partners
3460
Clifford Capital Partners
Utah
$207M +$5.39M +3% 2.42% 77.3% 35 11.43% 1.1
Strategic Wealth Partners
3461
Strategic Wealth Partners
Ohio
$207M -$10.7M -5% 2.94% – 860 22.21% 1.1
Cowen Prime Advisors
3462
Cowen Prime Advisors
New York
$207M +$14M +7% 12.6% 116% 177 8.47% 3.7
Global Wealth Management Investment Advisory
3463
Global Wealth Management Investment Advisory
Florida
$207M +$14M +7% 2.6% 67.5% 823 24.67% 0.4
Anson Funds Management
3464
Anson Funds Management
Texas
$207M +$62.2M +43% 6.76% 2,010% 52 61.54% 0.3
Cooper Financial Group
3465
Cooper Financial Group
California
$206M +$24.7M +14% 2.79% 87.2% 128 17.19% 0.4
Chanos & Company
3466
Chanos & Company
New York
$206M +$19.3M +10% 2.32% – 44 31.82% 1.1
Fortis Advisors
3467
Fortis Advisors
Pennsylvania
$206M +$15.3M +8% 5.68% 72.8% 370 21.35% 1.3
Summit Financial Strategies
3468
Summit Financial Strategies
Ohio
$206M +$8.92M +5% 3.16% 59.4% 62 12.9% 2.7
Muhlenkamp & Co
3469
Muhlenkamp & Co
Pennsylvania
$206M -$5.39M -3% 1.83% 107% 35 14.29% 2.8
Hudson Way Capital Management
3470
Hudson Way Capital Management
Texas
$206M +$12.8M +7% 10.5% 51.3% 17 23.53% 1
Maytus Capital Management
3471
Maytus Capital Management
New York
$206M +$13.6M +7% 6.34% 442% 75 68% 0.2
Bridge Creek Capital Management
3472
Bridge Creek Capital Management
Massachusetts
$205M +$9.6M +5% 3.3% 76.5% 90 11.11% 2.7
Sandbar Asset Management
3473
Sandbar Asset Management
United Kingdom
$205M +$75.3M +58% 8.28% 128% 42 42.86% 0.3
BLA
3474
Balter Liquid Alternatives
Massachusetts
$205M +$24.2M +13% 2.43% 76.7% 213 51.64% 0.7
HCM
3475
Horrell Capital Management
Arkansas
$205M +$9.5M +5% 0.23% 55.6% 201 10.95% 3.9