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)
Wambolt & Associates
4276
Wambolt & Associates
Colorado
$235M +$43M +22% 7.23% 62.2% 247 14.17% 1.5
Arabesque Asset Management
4277
Arabesque Asset Management
United Kingdom
$235M +$8.86M +4% 9.81% 122% 168 68.45% 0.2
MFGP
4278
Marshall Financial Group (Pennsylvania)
Pennsylvania
$235M +$14.7M +7% 6.38% 65.5% 58 3.45% 2
Axar Capital Management
4279
Axar Capital Management
New York
$235M +$77.1M +49% 38.4% 680% 3 33.33% 1.8
Compton Financial Group
4280
Compton Financial Group
Maryland
$235M +$18.1M +8% 4.18% 37.7% 29 3.45% 0.4
Hemington Wealth Management
4281
Hemington Wealth Management
Virginia
$235M -$883K -0.4% 6.56% 76.1% 92 6.52% 0.5
Bay Harbor Wealth Management
4282
Bay Harbor Wealth Management
Maryland
$235M +$16.6M +8% 4.71% 47.9% 231 14.29% 1.7
Malaga Cove Capital
4283
Malaga Cove Capital
California
$235M +$333K +0.1% 6.72% 97.3% 171 19.88% 1.6
Pragma Gestao de Patrimonio
4284
Pragma Gestao de Patrimonio
Brazil
$235M -$5.78M -2% 8.6% 75.2% 21 19.05% 1
Ameraudi Asset Management
4285
Ameraudi Asset Management
New York
$235M +$16.7M +8% 5.01% 47.1% 51 25.49% 0.9
Adams Wealth Management
4286
Adams Wealth Management
Utah
$235M +$17.2M +8% 6.53% 105% 80 16.25% 1
FSA
4287
Financial Services Advisory
Maryland
$234M +$13.9M +6% 5.29% 75.8% 50 44% 0.5
Falcon Wealth Planning
4288
Falcon Wealth Planning
California
$234M +$29.4M +14% 6.78% 52.7% 60 6.67% 0.4
Collective Family Office
4289
Collective Family Office
Pennsylvania
$234M +$29.1M +14% 5.16% 52.5% 174 6.9% 0.4
MWM
4290
Mascoma Wealth Management
New Hampshire
$234M +$1.66M +0.7% 4.93% 43.7% 474 78.48% 2.4
Cambridge Financial Group
4291
Cambridge Financial Group
Ohio
$234M +$7.33M +3% 7% – 34 11.76% 3.9
Moneda SA Administradora General de Fondos
4292
Moneda SA Administradora General de Fondos
Chile
$234M +$53.2M +29% 22.2% 34.5% 47 21.28% 1.2
Aries Wealth Management
4293
Aries Wealth Management
Maine
$234M +$11.2M +5% 6.15% 87.7% 188 9.57% 2.2
ACM
4294
Aljian Capital Management
Nevada
$233M +$24.1M +12% 13.8% 146% 60 13.33% 1.8
SMI Advisory Services
4295
SMI Advisory Services
Indiana
$233M +$13M +6% 5.06% 80.7% 28 17.86% 0.2
GDS
4296
Gimbel Daniel Scott
$233M +$48.4M +26% 24.5% 57.1% 3 0% 0.5
KPCB GGF Associates
4297
KPCB GGF Associates
California
$233M – – 4.31% – 1 – 0
Fluent Financial
4298
Fluent Financial
Texas
$233M +$42.4M +22% 4.74% 46.9% 74 51.35% 1
PGM
4299
Parian Global Management
New York
$233M +$14.3M +7% 5.4% 65.2% 61 72.13% 0.2
Convergence Investment Partners
4300
Convergence Investment Partners
Florida
$233M +$13.8M +6% 7.63% 284% 292 31.85% 2