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)
WA
3976
Winfield Associates
Ohio
$271M -$620K -0.2% 0.44% 77.8% 155 7.1% 3.6
Cartenna Capital
3977
Cartenna Capital
Connecticut
$270M -$79.5M -23% 2.28% 162% 54 83.33% 0.1
Entrust Global Partners
3978
Entrust Global Partners
New York
$270M +$1.56M +0.6% 9.6% 82.3% 5 40% 0.5
Pacific Wealth Strategies Group
3979
Pacific Wealth Strategies Group
California
$270M +$8.88M +3% 1.07% 85.3% 91 8.79% 3
Platte River Wealth Advisors
3980
Platte River Wealth Advisors
Colorado
$270M +$6.98M +3% 0.34% 28.6% 90 5.56% 1.5
Half Sky Capital (UK)
3981
Half Sky Capital (UK)
United Kingdom
$270M -$71.2M -21% 24.7% 13% 10 50% 0.7
Mathes Company
3982
Mathes Company
New York
$270M -$8.37M -3% 0.39% 121% 127 4.72% 4.6
Mitchell McLeod Pugh & Williams
3983
Mitchell McLeod Pugh & Williams
Alabama
$270M +$9.48M +4% 0.09% 90.7% 227 5.73% 4.5
Jackson Creek Investment Advisors
3984
Jackson Creek Investment Advisors
Colorado
$269M +$196K +0.1% 1.95% 239% 358 35.75% 0.6
Holowesko Partners
3985
Holowesko Partners
Bahamas
$269M -$126M -32% 5.78% 51.1% 30 16.67% 2.7
Wind River Trust Company
3986
Wind River Trust Company
Wyoming
$269M -$5.78M -2% 1.03% 62.1% 10 0% 6.2
Cowen Prime Advisors
3987
Cowen Prime Advisors
New York
$269M -$6.89M -2% 4.03% 116% 172 4.07% 4.8
13D Management
3988
13D Management
New York
$269M -$21.9M -8% 2.59% 157% 32 6.25% 1.7
FA
3989
FMA Advisory
Pennsylvania
$268M -$1.02M -0.4% 0.51% 46.7% 139 13.67% 3
Montgomery Investment Management
3990
Montgomery Investment Management
Maryland
$268M -$1.69M -0.6% 0.61% 105% 86 5.81% 5.7
WealthBridge Capital Management
3991
WealthBridge Capital Management
Ohio
$268M -$7.07M -3% 0.88% 89.4% 173 8.67% 1.8
Tobias Financial Advisors
3992
Tobias Financial Advisors
Florida
$267M +$14.8M +6% 1.48% 44.5% 69 4.35% 1.5
Knuff & Co
3993
Knuff & Co
California
$267M -$1.81M -0.7% 3.23% 85.8% 172 9.88% 1.9
Archer Investment Corporation
3994
Archer Investment Corporation
Indiana
$267M +$13.8M +5% 0.53% 68.2% 764 29.45% 1.4
Waypoint Wealth Partners
3995
Waypoint Wealth Partners
California
$267M +$9.19M +4% 1.4% 52.1% 43 6.98% 0.6
WealthOne
3996
WealthOne
New York
$267M +$10.9M +4% 0.4% 23.4% 145 23.45% 1.5
Howard Financial Services
3997
Howard Financial Services
Texas
$267M +$11.5M +5% 0.84% 55.9% 137 16.79% 1.5
Arcus Capital Partners
3998
Arcus Capital Partners
Georgia
$267M +$52.6M +25% 6.35% 69.2% 111 16.22% 2
AXS Investments
3999
AXS Investments
New York
$267M -$61.6M -19% 6.35% 104% 226 86.73% 0.2
Onyx Bridge Wealth Group
4000
Onyx Bridge Wealth Group
New York
$266M +$34.9M +15% 0.3% 74.6% 164 25% 0.5