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
AP
4401
Americana Partners
Texas
$133M +$35.5M +36% 27.3% 82.9% 111 23.42%
SL
4402
SIB LLC
New York
$133M +$28.9M +28% 39.1% 29.2% 26 7.69%
CSA
4403
Cottage Street Advisors
Massachusetts
$133M +$22.3M +20% 20.8% 91.4% 100 19%
BA
4404
Bennicas & Associates
California
$133M +$20M +18% 22.4% 40.3% 82 4.88%
KI
4405
Kapitalo Investimentos
Brazil
$133M +$94M +241% 50.5% 64% 25 72%
JSAM
4406
J. Safra Asset Management
New York
$133M +$51.6M +63% 21.6% 84.3% 21 42.86%
BAM
4407
Baldrige Asset Management
Pennsylvania
$133M +$18.4M +16% 15% 43.5% 76 7.89%
FBT
4408
First Bank & Trust
South Dakota
$133M +$21.8M +20% 17.8% 78.5% 445 14.16%
UTC
4409
Unified Trust Company
Kentucky
$133M -$17.2M -11% 19.7% 69.7% 57 10.53%
ACM
4410
Axel Capital Management
New York
$133M +$56.2M +73% 45.1% 194% 46 65.22%
AWM
4411
AllSquare Wealth Management
New York
$133M +$17.8M +15% 15.1% 62.4% 508 13.39%
HCM
4412
Horton Capital Management
Pennsylvania
$133M +$27M +26% 23.1% 8 12.5%
WAOI
4413
Wealth Advisors of Iowa
Iowa
$133M +$6.46M +5% 12.6% 60.9% 30 13.33%
AC
4414
Aristides Capital
Kentucky
$133M -$5.27M -4% 49.8% 126% 196 68.88%
JWS
4415
Juncture Wealth Strategies
Arizona
$133M +$24.1M +22% 17.1% 71.5% 107 25.23%
T
4416
TrueFG
Texas
$132M +$21.9M +20% 16.2% 51.4% 31 9.68%
MWM
4417
Maltin Wealth Management
New Jersey
$132M +$14.8M +13% 16.8% 51.9% 93 27.96%
CJA
4418
C-J Advisory
California
$132M +$21.6M +19% 18.2% 39.2% 31 9.68%
MAM
4419
Marketfield Asset Management
New York
$132M +$16.2M +14% 29.8% 61.5% 40 12.5%
LWPC
4420
Legacy Wealth Partners (California)
California
$132M +$24.9M +23% 21.4% 115 46.96%
FA
4421
Financial Advantage
Maryland
$132M +$17.8M +16% 17.1% 24.3% 169 39.64%
SFG
4422
Sowa Financial Group
Rhode Island
$132M +$18.5M +16% 16.9% 77.7% 365 6.85%
PCMC
4423
Private Capital Management (Colorado)
Colorado
$132M +$22.5M +21% 21.6% 20% 106 25.47%
BPM
4424
Bronson Point Management
Connecticut
$132M +$74.8M +130% 25.7% 7.56% 43 67.44%
SAM
4425
Sequent Asset Management
Texas
$132M +$9.65M +8% 12.8% 51.3% 63 7.94%