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)
Quaker Wealth Management
4351
Quaker Wealth Management
New Jersey
$191M -$6.99M -4% 5.34% – 52 28.85% 1.1
13D Management
4352
13D Management
New York
$191M -$35M -15% 9.17% 157% 35 25.71% 1.6
Glovista Investments
4353
Glovista Investments
New Jersey
$191M -$51.4M -21% 10.1% 2.48% 52 42.31% 2.8
OneAscent Wealth Management
4354
OneAscent Wealth Management
Alabama
$191M -$4.95M -3% 4.7% 50.6% 198 33.33% 0.6
Mountain Capital Investment Advisors
4355
Mountain Capital Investment Advisors
Colorado
$191M -$9.1M -5% 7.4% 63.3% 88 19.32% 1.6
Shoker Investment Counsel
4356
Shoker Investment Counsel
Ohio
$191M +$2.45M +1% 5.27% 83.8% 88 4.55% 5.2
Entrust Global Partners
4357
Entrust Global Partners
New York
$191M +$4.78M +3% 5.62% 82.3% 12 0% 1
Taylor Hoffman Wealth Management
4358
Taylor Hoffman Wealth Management
Virginia
$191M -$13.2M -6% 4.28% 47.8% 130 4.62% 3.5
RS Crum Inc
4359
RS Crum Inc
California
$191M -$4.55M -2% 5.86% 54.2% 75 13.33% 0.6
PA
4360
PSI Advisors
Florida
$190M -$13.1M -6% 4.88% 58.2% 898 19.27% 1
Grand Wealth Management
4361
Grand Wealth Management
Michigan
$190M -$6.44M -3% 5.69% 54.1% 63 14.29% 0.7
Websterrogers Financial Advisors
4362
Websterrogers Financial Advisors
South Carolina
$190M -$14.5M -7% 4.69% 42.9% 60 21.67% 1.2
Modus Advisors
4363
Modus Advisors
Minnesota
$190M -$7.52M -4% 4.21% 89.5% 98 6.12% 2.2
Thomas Story & Son
4364
Thomas Story & Son
Indiana
$190M -$20.3M -10% 6.38% 101% 55 1.82% 5.9
RPg Family Wealth Advisory
4365
RPg Family Wealth Advisory
Massachusetts
$190M +$22.3M +13% 5.49% 117% 96 20.83% 3.2
WealthBridge Investment Counsel
4366
WealthBridge Investment Counsel
Alberta, Canada
$190M -$7.18M -4% 6.53% 106% 40 7.5% 2.4
Cartica Management
4367
Cartica Management
District of Columbia
$190M -$67.7M -26% 1.19% 92.9% 17 23.53% 1.2
AIP
4368
Ahrens Investment Partners
Louisiana
$190M -$36.7M -16% 2.09% 82.3% 1,015 85.22% 2.8
Bishop & Co Investment Management
4369
Bishop & Co Investment Management
Pennsylvania
$190M -$10.9M -5% 5.19% 47.6% 24 4.17% 4.8
H2CM
4370
H/2 Credit Manager
Connecticut
$190M -$42.3M -18% 11.6% 97.4% 13 0% 1.2
PCA
4371
Prospect Capital Advisors
California
$190M -$7.62M -4% 6.7% 202% 32 21.88% 2.3
Wynnefield Capital
4372
Wynnefield Capital
New York
$190M -$8.31M -4% 6.39% 52.1% 22 9.09% 3.9
Landmark Financial Advisors
4373
Landmark Financial Advisors
Kentucky
$189M -$14.2M -7% 6.86% 11.8% 82 6.1% 4.3
Passive Capital Management
4374
Passive Capital Management
Maryland
$189M -$7.15M -4% 6.56% 37.7% 50 8% 0.7
Prudent Investors Network
4375
Prudent Investors Network
California
$189M -$3.44M -2% 4.5% – 33 9.09% 1.7