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)
EisnerAmper Wealth Management Corporate Benefits
4101
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$129M +$6.55M +5% 3.42% 13% 39 20.51% 2.4
EOCM
4102
Energy Opportunities Capital Management
Texas
$129M -$34.8M -21% 1.41% 211% 52 21.15% 3
Lattice Strategies
4103
Lattice Strategies
Pennsylvania
$129M +$1.21M +0.9% 1.86% 19.9% 62 1.61% 4.3
Steginsky Capital
4104
Steginsky Capital
New York
$129M +$17.9M +16% 8.63% 99.4% 8 0% 1.7
Santori & Peters Inc
4105
Santori & Peters Inc
Pennsylvania
$129M +$15.4M +14% 6.66% 88% 52 21.15% 0.6
Mader & Shannon Wealth Management
4106
Mader & Shannon Wealth Management
Missouri
$129M +$46.3M +56% 5.68% 53.1% 23 69.57% 0.3
PFG Advisors
4107
PFG Advisors
Arizona
$129M +$15.5M +14% 3.6% 82.7% 166 18.67% 0.6
Landaas & Company
4108
Landaas & Company
Wisconsin
$129M +$3.64M +3% 5.16% 60.3% 355 83.66% 0.9
Lubar & Co
4109
Lubar & Co
Wisconsin
$129M +$46.1M +56% 1.38% – 14 21.43% 3.1
AIA
4110
Arcadia Investment Advisors
Idaho
$129M +$2.35M +2% 4.54% 56.4% 77 25.97% 0.7
Donald L. Hagan LLC
4111
Donald L. Hagan LLC
Florida
$128M +$4.63M +4% 5.08% 47.9% 94 23.4% 1.7
Caprin Asset Management
4112
Caprin Asset Management
Virginia
$128M +$2.08M +2% 0.66% 7.87% 18 0% 1.9
American Trust Investment Advisors
4113
American Trust Investment Advisors
New Hampshire
$128M +$6.25M +5% 8.22% 91% 82 13.41% 2.1
Koch Industries
4114
Koch Industries
Kansas
$128M -$15.3M -11% 5% 56.9% 3 0% 1.6
Millrace Asset Group
4115
Millrace Asset Group
Pennsylvania
$128M -$2.71M -2% 19.7% 113% 80 35% 0.8
Resource Planning Group
4116
Resource Planning Group
Georgia
$128M – – 0.56% 1.9% 42 – 0
Rosenthal Henry Capital Advisors
4117
Rosenthal Henry Capital Advisors
Indiana
$128M -$7.16M -5% 4.69% 91.9% 65 4.62% 1.3
Hollow Brook Wealth Management
4118
Hollow Brook Wealth Management
New York
$128M +$1.41M +1% 5.12% 92.8% 60 21.67% 2.8
WA
4119
Wintergreen Advisers
New Jersey
$128M -$6M -4% 2.58% 25.4% 6 0% 3.3
ASA Gold & Precious Metals
4120
ASA Gold & Precious Metals
Maine
$128M -$27.9M -18% 16.4% 7.34% 17 0% 4.2
Seneca House Advisors
4121
Seneca House Advisors
Virginia
$128M +$4.67M +4% 4.16% 58.2% 104 13.46% 0.6
Gibraltar Capital Management
4122
Gibraltar Capital Management
Oklahoma
$128M +$9.01M +8% 8.82% 56.6% 30 6.67% 2.7
SST
4123
S Squared Technology
New York
$127M +$1.52M +1% 8.67% 223% 44 13.64% 2
Stringer Asset Management
4124
Stringer Asset Management
Tennessee
$127M +$16.6M +15% 4.09% 16.4% 28 10.71% 1.2
IBOK
4125
Independence Bank of Kentucky
Kentucky
$127M +$8.02M +7% 6.81% 80.6% 400 24.75% 0.6