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
KLI
3676
Kelman-Lazarov Inc
Tennessee
$281M +$20M +8% 7.63% 39.9% 87 5.75%
XWM
3677
Xcel Wealth Management
Florida
$280M +$48.7M +21% 5.79% 93.7% 131 11.45%
DC
3678
Defender Capital
North Carolina
$280M +$50.6M +22% 8.24% 83.5% 39 25.64%
AP
3679
Atlas Principals
North Carolina
$280M +$39.1M +16% 6.4% 61 70.49%
CCM
3680
Cobalt Capital Management
New Jersey
$280M -$12.4M -4% 14.9% 180% 47 65.96%
SPH
3681
Steel Partners Holdings
New York
$280M -$7.73M -3% 17.9% 4 25%
SFS
3682
Summit Financial Strategies
Ohio
$279M -$11.6M -4% 7.71% 57.8% 88 34.09%
JWCA
3683
J.W. Coons Advisors
Ohio
$279M +$18M +7% 6.05% 61.2% 222 9.46%
SA
3684
SRN Advisors
Pennsylvania
$279M +$75.7M +37% 22% 146% 96 7.29%
WSC
3685
Wellington Shields & Co
New York
$279M -$98K -0% 5.13% 75.6% 213 16.9%
PW
3686
Peninsula Wealth
California
$279M +$12.6M +5% 4.39% 30% 20 5%
HIC
3687
Holderness Investments Company
North Carolina
$278M +$20.7M +8% 9.03% 101% 212 10.85%
TAA
3688
Turiya Advisors Asia
Hong Kong
$278M +$7.84M +3% 18.7% 102% 5 40%
H2CM
3689
H/2 Credit Manager
Connecticut
$278M +$25.5M +10% 16.2% 54.9% 12 25%
TCOO
3690
Trust Company of Oklahoma
Oklahoma
$278M +$3.85M +1% 6.72% 88.7% 133 7.52%
GDWAM
3691
Gold Dragon Worldwide Asset Management
Hong Kong
$278M +$175M +169% 140% 3 33.33%
GX
3692
Greylock XIII
California
$278M -$249M -47% 34% 1 0%
WRTC
3693
Wind River Trust Company
Wyoming
$278M +$638K +0.2% 5.79% 51% 10 0%
CA
3694
CGN Advisors
Kansas
$278M +$28.1M +11% 3.18% 44.2% 208 12.98%
ACP
3695
Acuta Capital Partners
California
$277M -$90.1M -25% 21.4% 7,472% 64 48.44%
GWMIA
3696
Global Wealth Management Investment Advisory
Florida
$277M +$19.3M +7% 5.16% 67.5% 541 21.07%
BA
3697
Bard Associates
Illinois
$277M +$23.5M +9% 20.4% 200% 162 8.02%
JRCM
3698
Jones Road Capital Management
New York
$277M +$28.3M +11% 5.52% 82.5% 89 56.18%
PA
3699
Prism Advisors
California
$277M +$12.2M +5% 4.68% 49.9% 56 14.29%
IA
3700
Inspire Advisors
Idaho
$277M +$8.86M +3% 8.34% 44% 838 91.41%