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)
LA
4376
LFL Advisers
Illinois
$189M -$4.57M -2% 2.7% 83% 11 0% 4.3
Abacus Wealth Partners
4377
Abacus Wealth Partners
California
$189M -$3.89M -2% 4.58% 46% 86 22.09% 1.4
TrueFG
4378
TrueFG
Texas
$189M -$6.98M -4% 6.1% 54.2% 36 2.78% 2.4
Pecaut & Co
4379
Pecaut & Co
Iowa
$189M +$11.2M +6% 0.29% 67.6% 107 13.08% 2.5
Westbourne Investment Advisors
4380
Westbourne Investment Advisors
Maryland
$189M +$27.5M +17% 1.63% 107% 90 13.33% 2.4
Vesey Street Capital Partners
4381
Vesey Street Capital Partners
New York
$189M +$14.7M +8% 8.43% 47.8% 1 0% 0.8
Northern Right Capital Management
4382
Northern Right Capital Management
Connecticut
$189M +$19.3M +11% 2.81% 187% 26 26.92% 1.6
Legacy Capital Wealth Partners
4383
Legacy Capital Wealth Partners
Arkansas
$189M -$10.4M -5% 5.53% 70.4% 55 10.91% 0.9
SCM
4384
Stamina Capital Management
New York
$188M +$23.5M +14% 7.91% 292% 60 75% 0.6
G&S Capital
4385
G&S Capital
Colorado
$188M +$18.9M +11% 3.18% 85.6% 100 20% 2
Harbert Fund Advisors
4386
Harbert Fund Advisors
Alabama
$188M -$17.2M -8% 0.04% 70.8% 63 42.86% 0.9
Delta Financial Advisors
4387
Delta Financial Advisors
Louisiana
$188M -$12.2M -6% 5.07% 96% 115 4.35% 2.9
CSWG
4388
Cardinal Strategic Wealth Guidance
Kentucky
$188M -$7.96M -4% 5.79% 67.3% 97 15.46% 1.8
Centerpoint Advisors
4389
Centerpoint Advisors
Massachusetts
$188M -$7.93M -4% 5.1% 74.2% 430 9.77% 2.5
Axiom Financial Strategies
4390
Axiom Financial Strategies
Indiana
$188M -$2.03M -1% 4.03% 54.5% 78 7.69% 2
BE
4391
Bonness Enterprises
District of Columbia
$188M -$11.7M -6% 5.68% 98.6% 41 2.44% 8.3
KFA Private Wealth Group
4392
KFA Private Wealth Group
Virginia
$188M +$7.06M +4% 4.29% 62.8% 68 5.88% 2.2
Little House Capital
4393
Little House Capital
Massachusetts
$188M +$1.98M +1% 4.83% 108% 113 6.19% 1.5
Forefront Analytics
4394
Forefront Analytics
Pennsylvania
$188M -$18.7M -9% 7.86% 50.9% 70 11.43% 2.9
MP
4395
Mediatel Partners
Texas
$188M -$63.4M -25% 25.2% 11.6% 3 0% 6.3
S.R. Schill & Associates
4396
S.R. Schill & Associates
Washington
$188M -$12.4M -6% 7.25% 42.7% 78 12.82% 3.1
Accel Wealth Management
4397
Accel Wealth Management
Iowa
$187M +$13.1M +7% 4.44% 82.4% 1,116 4.48% 1.3
Oak Family Advisors
4398
Oak Family Advisors
Illinois
$187M -$11.7M -6% 5.55% 81.9% 138 21.01% 1.2
Wind River Trust Company
4399
Wind River Trust Company
Wyoming
$187M -$19.1M -9% 6.65% 62.1% 9 0% 7.1
Lumature Wealth Partners
4400
Lumature Wealth Partners
Georgia
$187M -$37.8M -17% 8.3% – 433 9.7% 1.4