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)
LeJeune Puetz Investment Counsel
4001
LeJeune Puetz Investment Counsel
Michigan
$232M +$27.4M +13% 14% 64.1% 182 6.04% 3
Level Four Financial
4002
Level Four Financial
Texas
$232M – – 21.8% – 322 – 0
Pacific Wealth Strategies Group
4003
Pacific Wealth Strategies Group
California
$232M +$41.2M +22% 12.7% 85.3% 88 15.91% 2.4
Corbyn Investment Management
4004
Corbyn Investment Management
Maryland
$231M +$40.8M +21% 18.2% 71% 61 18.03% 2.8
SWMG
4005
Strategic Wealth Management Group
Maryland
$231M +$25.5M +12% 14.1% – 136 19.12% 1.1
Elevated Capital Advisors
4006
Elevated Capital Advisors
Utah
$231M +$17.4M +8% 8.81% 50.2% 168 6.55% 1.1
First Commonwealth Financial Corp
4007
First Commonwealth Financial Corp
Pennsylvania
$230M +$16.4M +8% 15.7% 80.1% 164 10.98% 3.2
Forefront Analytics
4008
Forefront Analytics
Pennsylvania
$230M +$16.1M +7% 8.76% 59.7% 64 12.5% 1.8
Old Port Advisors
4009
Old Port Advisors
Maine
$230M +$27.6M +14% 13.6% 114% 196 9.69% 1.9
Cutler Capital Management
4010
Cutler Capital Management
Massachusetts
$230M +$46.3M +25% 9.58% 39.7% 95 14.74% 2.3
Defender Capital
4011
Defender Capital
North Carolina
$230M +$26.7M +13% 16.6% 101% 35 28.57% 1.1
Stokes Capital Advisors
4012
Stokes Capital Advisors
South Carolina
$230M +$21.7M +10% 8.86% 61.3% 70 5.71% 2.3
Shakespeare Wealth Management
4013
Shakespeare Wealth Management
Wisconsin
$230M +$39.6M +21% 14.7% 55.5% 70 7.14% 1.7
Souders Financial Advisors
4014
Souders Financial Advisors
Ohio
$230M +$17.9M +8% 10.9% 59.8% 116 11.21% 0.6
Eidelman Virant Capital
4015
Eidelman Virant Capital
Missouri
$229M +$47.8M +26% 23.6% 46.2% 211 43.6% 1.4
Faithward Advisors
4016
Faithward Advisors
Pennsylvania
$229M -$184M -45% 11.6% 119% 231 52.81% 0.8
Semper Augustus Investments Group
4017
Semper Augustus Investments Group
Colorado
$229M +$33.9M +17% 20.6% 95.4% 30 10% 4.4
HPC
4018
Hobart Private Capital
North Carolina
$228M +$34.6M +18% 9.53% 60% 161 24.22% 1.4
SPC
4019
Stony Point Capital
New York
$228M +$28M +14% 32.4% 208% 31 25.81% 0.6
Summit Financial Group
4020
Summit Financial Group
West Virginia
$228M +$26.9M +13% 13.3% 26.1% 166 7.23% 2.2
WealthBridge Capital Management
4021
WealthBridge Capital Management
Ohio
$228M +$33.5M +17% 12.9% 89.4% 150 14.67% 1.3
NC
4022
Nokomis Capital
Texas
$228M +$12.7M +6% 35.6% 145% 34 29.41% 2.4
Corrigan Financial
4023
Corrigan Financial
Rhode Island
$228M +$27.5M +14% 13.3% 9.54% 71 15.49% 2.7
FC
4024
Full18 Capital
Connecticut
$228M – – 28.3% – 87 – 0
Argus Investors Counsel
4025
Argus Investors Counsel
New York
$228M -$13.8M -6% 11.1% 132% 74 5.41% 4.5