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)
Cavalier Investments
4451
Cavalier Investments
Georgia
$299M -$26.7M -8% 5.06% 171% 94 31.91% 1.6
Great Oak Capital Partners
4452
Great Oak Capital Partners
Massachusetts
$299M +$10M +3% 2.87% – 34 5.88% 0.9
Voisard Asset Management Group
4453
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 1.4% 50.5% 717 88.84% 0.8
Wood Tarver Financial Group
4454
Wood Tarver Financial Group
Idaho
$299M – – 0.08% – 794 – 0
Donoghue Forlines
4455
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 5.67% 229% 290 87.93% 0.7
Strategic Investment Solutions
4456
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 0.67% – 744 16.8% 1.1
PCR
4457
Potrero Capital Research
California
$299M -$17.4M -6% 10.4% 226% 39 41.03% 0.9
Logan Stone Capital
4458
Logan Stone Capital
Illinois
$299M -$108M -27% 8.38% 43.9% 162 50% 1
Investment Advisory Group
4459
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 0.76% 61.6% 173 5.78% 2.1
EVR Research
4460
EVR Research
Virginia
$299M -$102M -26% 30% 165% 48 50% 0.7
Pathway Financial Advisers
4461
Pathway Financial Advisers
Indiana
$299M +$77.6M +35% 0.39% 88.2% 447 9.62% 1.7
Atwater Malick
4462
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 0.54% 83.4% 79 11.39% 3.3
McElhenny Sheffield Capital Management
4463
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 0.35% 86.3% 117 26.5% 1.9
FC Advisory
4464
FC Advisory
Pennsylvania
$298M +$996K +0.3% 0.72% 46.6% 109 9.17% 4.7
Iron Horse Wealth Management
4465
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 2.03% 29.1% 526 6.84% 1.9
Generali Powszechne Towarzystwo Emerytalne
4466
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 13.4% 175% 26 3.85% 1.9
Stone Summit Wealth
4467
Stone Summit Wealth
Florida
$298M -$12M -4% 0.56% 67% 141 2.13% 2.5
DG Capital Management
4468
DG Capital Management
New York
$298M +$77.4M +35% 3.81% 76.7% 30 66.67% 1.1
AllGen Financial Advisors
4469
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 2.55% 39.7% 44 25% 2
FP
4470
Financial Perspectives
Minnesota
$298M +$9.25M +3% 2.4% 104% 738 8.4% 3.7
SL
4471
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 8.87% 42.3% 1 0% 8
Darwin Wealth Management
4472
Darwin Wealth Management
Florida
$298M -$66.9M -18% 0.42% 56.8% 706 17.99% 0.6
One Charles Private Wealth Services
4473
One Charles Private Wealth Services
Massachusetts
$297M +$34.4M +13% 9.97% 99.7% 163 10.43% 2.3
Warther Private Wealth
4474
Warther Private Wealth
Ohio
$297M +$11.7M +4% 4.35% 94.1% 90 11.11% 1.2
Acima Private Wealth
4475
Acima Private Wealth
Virginia
$297M -$1.29M -0.4% 1.85% 51.1% 184 0% 5