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
SIAP
3726
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302M +$5.94M +2% 6.51% 97.5% 144 10.42%
DT
3727
Daniels + Tansey
Delaware
$302M +$11.1M +4% 4.9% 21.1% 29 3.45%
WCM
3728
Windsor Capital Management
Arizona
$302M +$11.5M +4% 3.76% 46.1% 114 3.51%
BI
3729
Bulldog Investors
New Jersey
$302M -$9.26M -3% 2.31% 20.9% 297 37.37%
KFI
3730
Key Financial Inc
Pennsylvania
$302M +$27.5M +10% 5.13% 55.5% 1,399 17.87%
KI
3731
Kensington Investments
Netherlands
$302M +$54.1M +22% 21.9% 1 0%
BM
3732
Bridger Management
New York
$301M +$32.5M +12% 18.9% 98.3% 40 52.5%
WA
3733
WealthTrust Axiom
Pennsylvania
$301M +$8.11M +3% 4.78% 101% 265 8.68%
WCAMG
3734
Woodard & Company Asset Management Group
North Carolina
$301M +$14M +5% 6.3% 84.8% 104 12.5%
GL
3735
Globe Life
Texas
$301M +$24.2M +9% 8.3% 53.2% 1 0%
ECA
3736
Elevated Capital Advisors
Utah
$301M +$21.4M +8% 3.47% 37.3% 195 21.54%
BIC
3737
B&I Capital
Switzerland
$300M -$1.43M -0.5% 0.8% 15.9% 27 7.41%
JHCM
3738
Juniper Hill Capital Management
California
$300M +$42.3M +16% 0.68% 33.6% 6 50%
HW
3739
Hedeker Wealth
Illinois
$300M +$18.6M +7% 7.64% 120% 95 7.37%
FCM
3740
Forager Capital Management
Alabama
$300M +$28.6M +11% 11.8% 30.6% 14 14.29%
ACM
3741
Ararat Capital Management
Connecticut
$300M -$13.8M -4% 0.5% 56.1% 23 30.43%
CWAG
3742
Compton Wealth Advisory Group
Virginia
$300M +$10.4M +4% 5.56% 67.6% 91 3.3%
PA
3743
PFW Advisors
Georgia
$300M 5.89% 119
PI
3744
Pennant Investors
New Jersey
$300M +$52.4M +21% 10.4% 359% 19 15.79%
POEH
3745
Post Oak Energy Holdings
Texas
$300M +$29.7M +11% 11.5% 113% 4 0%
ADIM
3746
Alpha DNA Investment Management
Maryland
$300M -$38.9M -11% 10.4% 134% 226 69.91%
ESB
3747
Essex Savings Bank
Connecticut
$300M +$13.2M +5% 6.14% 84.5% 236 9.32%
AA
3748
AF Advisors
California
$299M +$36.2M +14% 15% 81.3% 16 6.25%
LFS
3749
Legacy Financial Strategies
Kansas
$299M +$29.5M +11% 6.96% 67.1% 81 13.58%
MLM
3750
Mount Lucas Management
Pennsylvania
$299M -$79.8M -21% 5.62% 84.4% 172 53.49%