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)
WPA
4101
Winning Points Advisors
Florida
$123M +$6.72M +6% 5.77% – 72 6.94% 0.9
NWM
4102
Northwest Wealth Management
Iowa
$123M +$51.3M +72% 4.05% 63.4% 92 31.52% 0.7
CRA
4103
Circle Road Advisors
New York
$123M – – 6.92% – 19 – 0
AIC
4104
Ayalon Insurance Company
Israel
$123M – – 6.5% 99.6% 45 – 1.4
WEO
4105
William E. Oberndorf
$123M -$4.63M -4% 3.07% 36.2% 8 0% 1.3
WPW
4106
Winthrop Partners - WNY
New York
$123M – – 5.26% – 124 – 0
LP
4107
Luzich Partners
Nevada
$122M +$3.73M +3% 11.6% – 21 28.57% 0.8
DE
4108
Day & Ennis
Georgia
$122M +$8.91M +8% 3.51% 15.2% 81 9.88% 1.5
SFG
4109
Summit Financial Group
West Virginia
$122M +$2.11M +2% 5.12% 26.1% 122 7.38% 0.5
OAJ
4110
Ogorek Anthony Joseph
New York
$122M +$19.6M +19% 3.87% 61.1% 140 52.86% 0.9
ADBIC
4111
A.D. Beadell Investment Counsel
Wisconsin
$122M +$4.62M +4% 4.1% 83.3% 93 10.75% 2.5
RFO
4112
RiverGlades Family Offices
Florida
$122M – – 2.36% – 70 – 0
CAIMH
4113
Central Asset Investments & Management Holdings
Hong Kong
$122M -$9.47M -7% 9.15% 3,210% 38 60.53% 0.3
HCM
4114
HM Capital Management
Missouri
$122M +$8.87M +8% 6.19% 29.6% 39 5.13% 2.8
WPEP
4115
Walnut Private Equity Partners
Nebraska
$122M -$2.95M -2% 0.84% 48% 22 0% 2.8
HFP
4116
Holistic Financial Partners
Indiana
$122M – – 3.3% 95.7% 452 – 0
NIM
4117
Nicollet Investment Management
Minnesota
$122M – – 8.16% 104% 66 – 0
PCR
4118
Potrero Capital Research
California
$122M +$2.74M +2% 4.72% 226% 48 35.42% 0.8
LFWA
4119
LBJ Family Wealth Advisors
Texas
$122M +$4.17M +4% 4.62% 64.9% 17 0% 3
PCAP
4120
Pratt Collard Advisory Partners
New York
$121M – – 6.03% 91.7% 112 – 0
BP
4121
Bandera Partners
New York
$121M +$6.81M +6% 1.15% 55.4% 15 13.33% 2.5
PWS
4122
Paragon Wealth Strategies
Florida
$121M +$10.6M +10% 7.3% 59.8% 31 12.9% 0.8
KAH
4123
Kathryn A. Hall
$121M +$18.2M +18% 15.3% 95.2% 6 33.33% 2.6
SIM
4124
Sigma Investment Management
Oregon
$121M +$4.08M +3% 2.88% 8.4% 16 6.25% 3.2
LSC
4125
Lesa Sroufe & Co
Washington
$121M +$6.93M +6% 6.81% – 44 6.82% 2.8