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)
Financial Consulate
3576
Financial Consulate
Maryland
$167M -$9.18M -5% 12.7% 61.4% 120 17.5% 2.3
IP
3577
Isomer Partners
New York
$167M – – 21.6% 57.2% 17 – 0
Redhawk Wealth Advisors
3578
Redhawk Wealth Advisors
Minnesota
$167M -$16.4M -9% 10.9% 116% 148 45.27% 0.2
Soapstone Management
3579
Soapstone Management
Maryland
$166M -$20.5M -11% 19.8% 30.3% 25 44% 0.6
Cowen Prime Advisors
3580
Cowen Prime Advisors
New York
$166M -$49M -23% 13.4% 116% 212 19.81% 3.4
Singapore Technologies Telemedia
3581
Singapore Technologies Telemedia
Singapore
$166M -$86.5M -34% 34.3% 173% 1 0% 1.8
CMH Wealth Management
3582
CMH Wealth Management
New Hampshire
$166M -$25.1M -13% 11% 88% 68 29.41% 1.2
MAS
3583
Madden Advisory Services
Florida
$166M -$57K -0% 12.6% 52.3% 90 18.89% 4
Trust Asset Management
3584
Trust Asset Management
Texas
$166M -$3.09M -2% 13% 91.1% 53 67.92% 2.5
Crestwood Capital Management
3585
Crestwood Capital Management
New York
$166M -$26.1M -14% 15.3% 203% 25 24% 1.9
Cornerstone Management
3586
Cornerstone Management
Georgia
$166M -$20.7M -11% 8.44% 43.6% 42 9.52% 2.3
FVCM
3587
F&V Capital Management
Florida
$165M -$20.6M -11% 12.5% 123% 62 9.68% 3.3
Finepoint Capital
3588
Finepoint Capital
Massachusetts
$165M -$79.5M -32% 4.06% 27.4% 4 25% 1.4
Affinity Wealth Management
3589
Affinity Wealth Management
Delaware
$165M – – 13.2% 116% 94 – 1.3
Brewin Dolphin Wealth Management
3590
Brewin Dolphin Wealth Management
Ireland
$165M -$20.8M -11% 11% 47.5% 192 7.29% 1.1
TLWM Financial
3591
TLWM Financial
Texas
$165M -$6.71M -4% 11.3% 53.9% 56 16.07% 0.8
Fortis Advisors
3592
Fortis Advisors
Pennsylvania
$165M -$12.9M -7% 4.2% 72.8% 353 25.78% 1
Bank of Stockton
3593
Bank of Stockton
California
$165M -$32.7M -17% 13% 99.2% 110 14.55% 3.9
Lumbard & Kellner
3594
Lumbard & Kellner
New Hampshire
$165M -$26.5M -14% 10.4% 137% 85 9.41% 3.2
Trivium Point Advisory
3595
Trivium Point Advisory
Connecticut
$165M – – 8.88% 106% 140 – 0
Cedar Brook Financial Partners
3596
Cedar Brook Financial Partners
Ohio
$165M – – 12.4% 47% 242 – 0
Piershale Financial Group
3597
Piershale Financial Group
Illinois
$165M -$40.2M -20% 12% 82% 31 54.84% 1.2
CCC
3598
Chelsea Counsel Company
California
$165M -$27.1M -14% 11.4% 106% 77 7.79% 3.9
Avalon Global Asset Management
3599
Avalon Global Asset Management
California
$165M -$125M -43% 17.6% 278% 47 46.81% 2.4
Beacon Pointe Advisors
3600
Beacon Pointe Advisors
California
$165M – – 13.5% 76.7% 158 – 0