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)
WWMSC
3926
Wagner Wealth Management (South Carolina)
South Carolina
$334M +$6.3M +2% 0.77% 36.4% 274 14.96% 2.6
El Puerto de Liverpool
3927
El Puerto de Liverpool
Mexico
$334M +$15M +5% 4.69% – 1 0% 1.5
Cornerstone Wealth Advisors
3928
Cornerstone Wealth Advisors
Minnesota
$334M +$9.32M +3% 1.97% 46.1% 50 12% 2.5
Evergreen Advisors
3929
Evergreen Advisors
Tennessee
$334M +$6.61M +2% 0.4% – 18 11.11% 3.4
Birinyi Associates
3930
Birinyi Associates
Connecticut
$334M +$27.3M +9% 10.9% 133% 61 16.39% 6.2
Capital Planning
3931
Capital Planning
Washington
$334M +$27.2M +9% 3.08% 81.2% 83 6.02% 2.3
Nine Masts Capital
3932
Nine Masts Capital
Hong Kong
$334M -$49.6M -13% 1.74% 88.1% 158 61.39% 0.2
Kapitalo Investimentos
3933
Kapitalo Investimentos
Brazil
$334M -$122M -27% 0.13% 66.5% 323 69.04% 0.5
WFI
3934
West Family Investments
California
$334M +$11.2M +3% 4.97% 116% 278 16.19% 1.6
Haverford Financial Services
3935
Haverford Financial Services
Pennsylvania
$334M -$13.8M -4% 3.33% 57.9% 45 17.78% 5.8
Rock Point Advisors
3936
Rock Point Advisors
Vermont
$333M -$3.17M -0.9% 3.07% 82.8% 110 9.09% 4.7
SWG
3937
Summit Wealth Group
Vermont
$333M +$186M +127% 1.9% 53% 97 56.7% 0.9
Cincinnati Specialty Underwriters Insurance
3938
Cincinnati Specialty Underwriters Insurance
Ohio
$333M +$14.9M +5% 7.27% 115% 41 2.44% 6.9
Semmax Financial Advisors
3939
Semmax Financial Advisors
North Carolina
$333M +$28.8M +9% 0.44% – 458 21.62% 2.9
Beryl Capital Management
3940
Beryl Capital Management
California
$333M +$251M +305% 64.2% 3,932% 38 94.74% 0.1
Seaview Investment Managers
3941
Seaview Investment Managers
Florida
$332M +$91.2K +0% 5.35% 148% 108 29.63% 1.3
Maia Wealth
3942
Maia Wealth
Colorado
$332M – – 3% – 224 – 0.4
Berkeley Capital Partners
3943
Berkeley Capital Partners
Georgia
$332M +$4.11M +1% 1.61% 62.8% 168 5.36% 3.9
Farmers National Bank
3944
Farmers National Bank
Kentucky
$332M -$3.31M -1% 0.03% – 159 1.89% 6.1
L2 Asset Management
3945
L2 Asset Management
Massachusetts
$332M +$27.3M +9% 3.71% 128% 236 19.49% 1.4
New Harbor Financial Group
3946
New Harbor Financial Group
Massachusetts
$332M +$18.2M +6% 1.49% 94.6% 73 42.47% 1.6
First Sabrepoint Capital Management
3947
First Sabrepoint Capital Management
Texas
$332M -$42.3M -11% 2.3% 218% 63 53.97% 0.7
Roberts, Glore & Co
3948
Roberts, Glore & Co
Illinois
$332M -$2.34M -0.7% 1.44% 72.3% 214 6.54% 6
Regis Management Company
3949
Regis Management Company
California
$331M +$2.61M +0.8% 1.3% 5.33% 41 7.32% 7.1
American Financial Group Inc 401(K) Retirement & Savings Plan
3950
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$331M -$47.1M -12% 9.86% 17.8% 1 0% 11