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)
J. Safra Asset Management
4326
J. Safra Asset Management
New York
$214M +$21.2M +11% 4.61% 93.8% 33 12.12% 1.1
Atlanta Financial Associates
4327
Atlanta Financial Associates
Georgia
$214M -$368K -0.2% 2.67% – 78 0% 0.8
SIM
4328
SW Investment Management
Colorado
$214M +$50.1M +31% 33.5% 143% 14 42.86% 0.2
NovaPoint Capital
4329
NovaPoint Capital
Georgia
$213M +$21.8M +11% 7.47% 94% 124 20.97% 0.9
Access Financial Services
4330
Access Financial Services
Minnesota
$213M +$8.97M +4% 4.4% 51.1% 112 30.36% 2
Diker Management
4331
Diker Management
New York
$213M +$15.4M +8% 4.93% 210% 40 30% 2
CNBT
4332
Cornerstone National Bank & Trust
Illinois
$213M +$27.7M +15% 1.87% 38.5% 62 6.45% 1.1
Peloton Wealth Strategists
4333
Peloton Wealth Strategists
Indiana
$213M +$11.1M +5% 6.57% 58.1% 90 20% 2.5
SCM
4334
Stonehill Capital Management
New York
$213M -$117M -36% 2.96% 117% 18 27.78% 1.7
Seven Springs Wealth Group
4335
Seven Springs Wealth Group
Tennessee
$212M +$18.8M +10% 7.09% 59.2% 276 54.35% 1.1
ICM
4336
ISZO Capital Management
New York
$212M +$117M +122% 72.3% 68.2% 6 16.67% 1.3
Harbert Fund Advisors
4337
Harbert Fund Advisors
Alabama
$212M +$79.9M +61% 20.6% 70.8% 34 70.59% 0.6
HA
4338
HYA Advisors
Missouri
$212M +$23.3M +12% 7.86% – 141 10.64% 1
SST
4339
S Squared Technology
New York
$212M +$37.1M +21% 19.6% 223% 41 24.39% 2.1
DeDora Capital
4340
DeDora Capital
California
$211M +$8.67M +4% 4.57% 91.2% 98 11.22% 2.2
Unio Capital
4341
Unio Capital
New Jersey
$211M +$8.01M +4% 7.33% 97.8% 57 8.77% 2.3
AB
4342
Atlas Brown
Kentucky
$211M +$17.7M +9% 6.59% 115% 172 6.98% 4.3
Oakcliff Capital Partners
4343
Oakcliff Capital Partners
New York
$211M -$41.1M -16% 2.78% 133% 10 0% 2.7
Sitrin Capital Management
4344
Sitrin Capital Management
California
$211M +$10.5M +5% 6.78% 139% 42 21.43% 2.1
BCS Wealth Management
4345
BCS Wealth Management
Tennessee
$211M +$18.1M +9% 4.41% 51% 163 15.34% 0.9
TMD Wealth Management
4346
TMD Wealth Management
Arizona
$210M +$32M +18% 1.64% 2.41% 45 28.89% 0.2
Hapanowicz & Associates Financial Services
4347
Hapanowicz & Associates Financial Services
Pennsylvania
$210M +$17.3M +9% 4.14% 65% 38 31.58% 1.9
Neumann Capital Management
4348
Neumann Capital Management
California
$210M +$12.2M +6% 8.2% 89.9% 82 6.1% 4.9
Palisades Hudson Asset Management
4349
Palisades Hudson Asset Management
Florida
$210M +$17M +9% 9.81% 66.8% 112 7.14% 4.2
Atticus Wealth Management
4350
Atticus Wealth Management
Florida
$210M +$11.3M +6% 3.71% 73.9% 373 13.14% 1