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)
Reliant Investment Management
4426
Reliant Investment Management
Tennessee
$187M +$31.5M +20% 14.9% 129% 69 27.54% 1.6
Astoria Strategic Wealth
4427
Astoria Strategic Wealth
Texas
$187M +$15.2M +9% 9.1% 46.1% 29 3.45% 0.8
Guinness Atkinson Asset Management
4428
Guinness Atkinson Asset Management
California
$187M +$22.5M +14% 18% 148% 95 15.79% 3.1
FSB Premier Wealth Management
4429
FSB Premier Wealth Management
Iowa
$187M – – 10.2% 61% 100 – 0
Ogorek Anthony Joseph
4430
Ogorek Anthony Joseph
New York
$187M +$17M +10% 11% 66.3% 204 16.67% 2.2
AIP
4431
Ahrens Investment Partners
Louisiana
$187M +$36.5M +24% 12.8% 82.3% 216 34.72% 1.8
Marlowe Partners
4432
Marlowe Partners
New York
$187M +$14.5M +8% 31.6% 16.3% 18 38.89% 1.1
Relyea Zuckerberg Hanson
4433
Relyea Zuckerberg Hanson
Connecticut
$186M +$31.1M +20% 18.3% 95.9% 121 8.26% 0.8
CWM
4434
Cedar Wealth Management
California
$186M +$25.5M +16% 14% 76.7% 246 16.67% 1.8
Ratio Wealth Group
4435
Ratio Wealth Group
Colorado
$186M – – 14% – 49 – 0
Allegheny Financial Group
4436
Allegheny Financial Group
Pennsylvania
$186M – – 14.1% 72.7% 130 – 0
Excalibur Management
4437
Excalibur Management
Massachusetts
$186M +$21.1M +13% 11.1% 93% 158 18.99% 2.7
Sanchez Wealth Management Group
4438
Sanchez Wealth Management Group
Florida
$186M +$16.8M +10% 11.9% 61.1% 29 17.24% 1.6
Merk Investments
4439
Merk Investments
California
$186M +$19.6M +12% 4.69% 378% 18 16.67% 0.8
PA
4440
Paragon Advisors
Texas
$186M +$35.7M +24% 13.2% 138% 100 32% 0.6
Yaupon Capital Management
4441
Yaupon Capital Management
New York
$186M +$103M +126% 38.8% 122% 58 67.24% 0.5
Lagoda Investment Management
4442
Lagoda Investment Management
New York
$186M +$51M +38% 42.7% 250% 36 11.11% 3.4
Eads & Heald Wealth Management
4443
Eads & Heald Wealth Management
Georgia
$186M +$18.5M +11% 10.5% 93.3% 136 11.03% 5.2
VELT Partners Investimentos
4444
VELT Partners Investimentos
Brazil
$185M +$44.3M +31% 51% 19.4% 4 25% 1
PCMK
4445
Paragon Capital Management (Kansas)
Kansas
$185M +$9.9M +6% 9.8% 95.5% 62 16.13% 4.4
X-Square Capital
4446
X-Square Capital
Puerto Rico
$185M +$46.6M +34% 37.1% 151% 113 23.01% 1.2
CNBT
4447
Cornerstone National Bank & Trust
Illinois
$185M +$28.8M +18% 6.74% 38.5% 59 3.39% 0.9
Hillman Capital Management
4448
Hillman Capital Management
Maryland
$185M +$43.2M +30% 26.2% 20.2% 47 25.53% 2.2
Omega Financial Group
4449
Omega Financial Group
California
$185M +$20.8M +13% 12% 47% 66 16.67% 1.5
Wealth Alliance Advisory Group
4450
Wealth Alliance Advisory Group
Kansas
$185M +$15.9M +9% 13.8% 72.7% 154 14.94% 1.8