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
EHI
3801
Eagle Health Investments
Connecticut
$405M +$20.1M +5% 8.83% 165% 24 29.17%
SCA
3802
Sage Capital Advisors
South Dakota
$405M +$23.7M +6% 7.96% 89.4% 136 5.88%
BIG
3803
Builder Investment Group
Georgia
$405M +$52.7M +15% 17.5% 153% 105 9.52%
HC
3804
Hourglass Capital
Texas
$405M +$22.4M +6% 8.72% 89.6% 112 7.14%
LIM
3805
Longfellow Investment Management
Massachusetts
$404M -$5.6M -1% 1.19% 49.9% 309 25.24%
AHT
3806
Amanah Holdings Trust
$404M 65.4% 16
SSWG
3807
Seven Springs Wealth Group
Tennessee
$404M +$123M +44% 12.5% 56.4% 87 10.34%
GA
3808
GoalVest Advisory
New York
$404M +$40.2M +11% 11.7% 86.8% 544 41.91%
SDAM
3809
Shulman DeMeo Asset Management
New York
$404M +$47.7M +13% 9.07% 70.1% 120 5%
OCM
3810
Ogborne Capital Management
California
$403M +$143M +55% 38.5% 223% 14 57.14%
HSG
3811
Helen Stephens Group
Texas
$403M +$49.7M +14% 7.85% 41.9% 92 10.87%
DR
3812
Davis Rea
Ontario, Canada
$403M +$27.5M +7% 11.4% 50% 63 23.81%
RA
3813
Resolute Advisors
California
$403M +$55.9M +16% 21.5% 38.3% 91 31.87%
FPW
3814
Fairvoy Private Wealth
Alabama
$402M +$38.6M +11% 10.4% 190 12.11%
MCB
3815
Morton Community Bank
Illinois
$402M +$20.3M +5% 5.13% 115 9.57%
WWG
3816
West Wealth Group
California
$402M +$63.9M +19% 10.6% 56.6% 120 27.5%
BONH
3817
Bank of New Hampshire
New Hampshire
$402M +$19.9M +5% 10.5% 86.4% 479 7.93%
TC
3818
Trium Capital
United Kingdom
$402M -$399M -50% 22.3% 189% 80 61.25%
BIA
3819
Barry Investment Advisors
Massachusetts
$402M +$25.3M +7% 5% 57.9% 110 9.09%
AFWM
3820
AMJ Financial Wealth Management
Virginia
$402M +$62.9M +19% 15.8% 150% 100 32%
KAM
3821
KEB Asset Management
Illinois
$401M +$49.9M +14% 7.8% 68.9% 90 11.11%
LF
3822
Lantz Financial
Illinois
$401M +$35.8M +10% 7.39% 67.1% 243 11.93%
TWP
3823
Tempus Wealth Planning
California
$401M +$66.5M +20% 13.4% 89.9% 281 18.15%
CLC
3824
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 17.9% 21.5% 8 25%
CF
3825
Copperwynd Financial
Arizona
$401M +$38.3M +11% 11.1% 90% 166 19.28%