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)
Blueshift Asset Management
4426
Blueshift Asset Management
New Jersey
$107M -$771M -88% 26.9% 41.1% 845 89.7% 0.3
Brick & Kyle Associates
4427
Brick & Kyle Associates
Pennsylvania
$106M -$24.8M -19% 16.3% 116% 69 26.09% 3.2
KCM
4428
Knoll Capital Management
Florida
$106M -$29M -21% 13.9% 258% 19 10.53% 1.9
Exeter Financial
4429
Exeter Financial
Arizona
$106M -$22.5M -17% 18% 59.1% 69 5.8% 2.1
WC
4430
Weil Company
California
$106M -$24.5M -19% 17.2% 71.7% 120 26.67% 1.5
DRH Investments
4431
DRH Investments
California
$106M +$3.5M +3% 19.6% 76.2% 18 38.89% 0.2
Ballast Advisors
4432
Ballast Advisors
Minnesota
$106M -$29.7M -22% 19.6% 73.9% 165 7.27% 0.2
Newport Wealth Strategies
4433
Newport Wealth Strategies
California
$106M -$31.3M -23% 15.3% 51.5% 109 32.11% 1.5
HF
4434
Halpern Financial
Virginia
$106M -$22.1M -17% 20.6% 26.3% 196 25% 0.2
TI
4435
Truehand Inc
New Hampshire
$106M -$25.8M -20% 18.8% 86.9% 186 1.61% 1.2
MA
4436
Menlo Advisors
California
$106M -$47M -31% 18.2% 108% 37 24.32% 4.5
Old Mission Investment Co
4437
Old Mission Investment Co
Michigan
$106M -$5.45M -5% 20.3% 82% 71 18.31% 0.4
Titus Wealth Management
4438
Titus Wealth Management
California
$106M +$6.14M +6% 15.8% 26.6% 118 27.12% 1.4
Garrett Wealth Advisory Group
4439
Garrett Wealth Advisory Group
Texas
$106M -$29.4M -22% 17.7% 74.6% 50 20% 1.2
Yost Capital Management
4440
Yost Capital Management
Texas
$106M -$21.3M -17% 27.5% 125% 13 61.54% 0.6
Horton Capital Management
4441
Horton Capital Management
Pennsylvania
$106M +$3.08M +3% 6.43% – 7 0% 0.3
Stuart Chaussee & Associates
4442
Stuart Chaussee & Associates
California
$106M -$71M -40% 12.6% 58.6% 138 58.7% 2.5
HGI Capital Management
4443
HGI Capital Management
New York
$106M -$101M -49% 18% 47% 80 57.5% 0.8
AUA Capital Management
4444
AUA Capital Management
Pennsylvania
$106M -$16M -13% 13.6% 70.2% 186 2.15% 3
Wynnefield Capital
4445
Wynnefield Capital
New York
$105M -$44.4M -30% 14.2% 52.1% 27 11.11% 3.7
H&H Retirement Design & Management
4446
H&H Retirement Design & Management
Nevada
$105M – – 14.8% 37% 48 – 0
Red Door Wealth Management
4447
Red Door Wealth Management
Tennessee
$105M -$6.96M -6% 19.2% 117% 460 77.83% 0.1
Wealth Enhancement & Preservation of GA
4448
Wealth Enhancement & Preservation of GA
Georgia
$105M -$90.4M -46% 13.1% 82.2% 63 53.97% 0.2
Oldfather Financial Services
4449
Oldfather Financial Services
Nebraska
$105M -$2.38M -2% 23.2% 60.8% 62 17.74% 0.2
Legacy Financial Strategies
4450
Legacy Financial Strategies
Kansas
$105M -$18.6M -15% 21.1% 76.7% 67 19.4% 1.7