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)
Untitled Investments
3976
Untitled Investments
New York
$261M +$27.2M +12% 18% 79.6% 20 45% 1.3
San Luis Wealth Advisors
3977
San Luis Wealth Advisors
California
$261M +$153M +143% 8.01% 65% 173 68.21% 0.5
Nightview Capital
3978
Nightview Capital
Texas
$261M +$108M +70% 63.4% 170% 15 6.67% 1.8
Platte River Wealth Advisors
3979
Platte River Wealth Advisors
Colorado
$261M +$24M +10% 5.6% 28.6% 98 17.35% 2.4
Householder Group Estate & Retirement Specialist
3980
Householder Group Estate & Retirement Specialist
Arizona
$261M +$194M +289% 5.41% – 1,334 68.89% 0.2
JW Asset Management
3981
JW Asset Management
Florida
$261M +$17.5M +7% 1.77% 251% 10 40% 1.8
Fernwood Investment Management
3982
Fernwood Investment Management
Massachusetts
$261M +$18.7M +8% 11.8% 83.4% 189 6.35% 4.7
RS Crum Inc
3983
RS Crum Inc
California
$261M +$47M +22% 4.65% 54.2% 74 8.11% 1
Park Edge Advisors
3984
Park Edge Advisors
Ohio
$260M +$32.7M +14% 7.88% 61.1% 111 23.42% 0.2
University of Texas/Texas AM Investment Management Co (UTIMCO)
3985
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$260M -$5.39M -2% 1.31% 94.2% 56 73.21% 3.3
Stewardship Advisors
3986
Stewardship Advisors
Pennsylvania
$260M +$11.9M +5% 4.2% 46.1% 55 34.55% 1.8
New World Advisors
3987
New World Advisors
Massachusetts
$260M -$33.7M -11% 0.68% 84.1% 72 22.22% 1.4
GJCM
3988
Grand Jean Capital Management
California
$260M +$38.1M +17% 11.5% 61.4% 45 4.44% 4.5
Financial Strategies Group
3989
Financial Strategies Group
Michigan
$260M +$19M +8% 4.99% 44.9% 83 12.05% 2.1
Measured Wealth Private Client Group
3990
Measured Wealth Private Client Group
New Hampshire
$260M +$16.8M +7% 5.31% 84.3% 184 16.85% 1.9
Arlington Financial Advisors
3991
Arlington Financial Advisors
California
$260M +$22.5M +9% 6.73% 67.6% 71 25.35% 3.3
Baker Boyer National Bank
3992
Baker Boyer National Bank
Washington
$260M +$21.3M +9% 5.74% 49.3% 81 3.7% 4.7
SL
3993
SWF LLC
Nebraska
$259M -$59.4M -19% 0.51% 82.9% 2 0% 5.3
Presilium Private Wealth
3994
Presilium Private Wealth
Pennsylvania
$259M +$20.9M +9% 5.21% 45.9% 52 7.69% 0.2
S.E.E.D. Planning Group
3995
S.E.E.D. Planning Group
New York
$259M +$28.4M +12% 7.66% 57.3% 91 9.89% 2
Astoria Strategic Wealth
3996
Astoria Strategic Wealth
Texas
$259M +$20M +8% 4.86% 42.1% 35 17.14% 2.3
Bridge Advisory
3997
Bridge Advisory
California
$259M +$19.5M +8% 5.5% 6.7% 138 18.84% 1.4
NewGen Asset Management
3998
NewGen Asset Management
Ontario, Canada
$259M +$60.4M +30% 7.27% 402% 35 62.86% 0.4
Wealth Dimensions Group
3999
Wealth Dimensions Group
Ohio
$258M +$13.6M +6% 4.62% 63.6% 136 7.35% 1.8
FCT
4000
Family Capital Trust
Massachusetts
$258M +$11.9M +5% 8.46% 39.1% 52 3.85% 7.4