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)
Shakespeare Wealth Management
3926
Shakespeare Wealth Management
Wisconsin
$371M -$11.6M -3% 2.87% 55.5% 101 9.9% 3.7
DoubleLine ETF Adviser
3927
DoubleLine ETF Adviser
Florida
$371M -$39.9M -10% 3.63% 51.6% 219 43.84% 0.5
Nordflint Capital Partners Fondsmaeglerselskab
3928
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$371M – – 8.92% – 1 – 0
Shulman DeMeo Asset Management
3929
Shulman DeMeo Asset Management
New York
$371M -$36.9M -9% 1.1% 79.3% 134 13.43% 2.9
Manhattan West Asset Management
3930
Manhattan West Asset Management
California
$370M -$16.2M -4% 1.47% 65.6% 146 15.07% 2
White Pine Investment Company
3931
White Pine Investment Company
Michigan
$370M +$5.77M +2% 0.98% 73.3% 69 11.59% 4.8
Centric Wealth Management
3932
Centric Wealth Management
Illinois
$370M -$6.13M -2% 0.14% 44.4% 191 23.04% 2.3
Polymer Capital Management
3933
Polymer Capital Management
New York
$370M – – 5.34% – 352 – 0
Crestview Partners IV
3934
Crestview Partners IV
New York
$370M +$284M +332% 14.4% 106% 2 0% 2.4
BCA
3935
Bray Capital Advisors
Florida
$370M -$38.6M -9% 2.37% 36.6% 260 2.31% 6.4
Franklin, Parlapiano, Turner & Welch
3936
Franklin, Parlapiano, Turner & Welch
Texas
$370M -$17.5M -5% 2.63% 49.3% 54 9.26% 7.5
Thames Capital Management
3937
Thames Capital Management
New Jersey
$369M +$47.9M +15% 16.5% 1,177% 48 43.75% 1.7
LECAP Asset Management
3938
LECAP Asset Management
United Kingdom
$369M -$94.2M -20% 1.18% 35.6% 429 65.73% 0.3
GWM
3939
Gibbs Wealth Management
Georgia
$369M +$60.1M +19% 0.69% – 297 16.84% 0.5
EGA
3940
E&G Advisors
Texas
$368M +$7.11M +2% 1.98% 97.7% 228 10.09% 2.6
Builder Investment Group
3941
Builder Investment Group
Georgia
$368M -$4.09M -1% 1.04% 169% 106 9.43% 1.7
Milestone Investment Advisors
3942
Milestone Investment Advisors
Wisconsin
$368M +$11.1M +3% 0.23% 52.8% 133 6.77% 1.7
First Wilshire Securities Management
3943
First Wilshire Securities Management
California
$368M +$12.2M +3% 2.83% 135% 90 11.11% 4.8
Vickerman Investment Advisors
3944
Vickerman Investment Advisors
Washington
$368M +$27.7M +8% 0.61% 47.3% 67 2.99% 2.7
Legacy Wealth Asset Management
3945
Legacy Wealth Asset Management
Minnesota
$367M -$5.27M -1% 2.86% 116% 364 9.62% 2.7
Madrona Financial Services
3946
Madrona Financial Services
Washington
$367M +$7.41M +2% 1.73% 85.1% 123 18.7% 2.7
CA
3947
Crumly & Associates
Illinois
$367M +$5.33M +1% 0.04% 58.1% 158 8.23% 2.1
TM
3948
Tikvah Management
North Carolina
$367M +$44.5M +14% 14.9% 169% 25 8% 4.3
Elevated Capital Advisors
3949
Elevated Capital Advisors
Utah
$367M -$9.39M -2% 0.26% 50.2% 285 16.14% 1.7
Clarity Wealth Advisors
3950
Clarity Wealth Advisors
California
$367M +$22.7M +7% 3.39% 94.1% 96 4.17% 3