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)
Sara-Bay Financial
4476
Sara-Bay Financial
Florida
$180M -$26.3M -13% 1.02% 233% 87 13.79% 1.7
Carnegie Mellon University
4477
Carnegie Mellon University
Pennsylvania
$179M -$19.4M -10% 6.26% 61.6% 6 0% 0.8
Mathes Company
4478
Mathes Company
New York
$179M -$26.3M -13% 4.93% 121% 131 8.4% 5.1
Denver PWM
4479
Denver PWM
Colorado
$179M -$33M -16% 5.18% 48.6% 97 12.37% 2.5
Henry James International Management
4480
Henry James International Management
New York
$179M -$20.4M -10% 7.82% 125% 131 3.05% 2.9
TFG Advisers
4481
TFG Advisers
Michigan
$179M -$8.56M -5% 5.1% 61.8% 197 5.08% 3
Garrett Wealth Advisory Group
4482
Garrett Wealth Advisory Group
Texas
$179M -$4.67M -3% 5.51% 74.6% 51 17.65% 2.5
Atwater Malick
4483
Atwater Malick
Pennsylvania
$179M -$11.1M -6% 5.14% 83.4% 58 13.79% 2.6
DA
4484
Dash Acquisitions
California
$179M -$4M -2% 7.62% 52% 38 7.89% 1.5
Adirondack Trust Company
4485
Adirondack Trust Company
New York
$179M -$7.58M -4% 5.11% 96.7% 501 10.38% 4.7
Oxler Private Wealth
4486
Oxler Private Wealth
New York
$179M -$28.8M -14% 5.77% 119% 467 38.54% 0.4
UNC Management Company
4487
UNC Management Company
North Carolina
$179M -$10.2M -5% 5.18% 92% 4 75% 0.2
Cadent Capital Advisors
4488
Cadent Capital Advisors
Oklahoma
$179M +$1.74M +1% 1.81% 106% 124 16.13% 1.2
Excalibur Management
4489
Excalibur Management
Massachusetts
$179M -$13.5M -7% 4.3% 81.7% 156 5.77% 4.2
US Financial Advisors
4490
US Financial Advisors
Massachusetts
$179M +$479K +0.3% 4.98% 12.6% 69 15.94% 2.5
Secure Asset Management
4491
Secure Asset Management
Michigan
$179M -$2.05M -1% 3.91% 97.2% 178 19.66% 1.5
Compass Advisory Group
4492
Compass Advisory Group
New York
$178M -$5.68M -3% 3.58% 49.2% 72 18.06% 1.2
Analog Century Management
4493
Analog Century Management
New York
$178M -$5.74M -3% 2.73% 785% 19 15.79% 1.4
FP
4494
Financial Perspectives
Minnesota
$178M +$1.11M +0.6% 5.78% 87.8% 711 4.22% 2.1
Rench Wealth Management
4495
Rench Wealth Management
Texas
$178M -$16.8M -9% 7.7% 106% 40 2.5% 6.9
T
4496
TRUADVICE
Florida
$178M -$10.9M -6% 4.4% 21.6% 158 20.89% 1.3
Triune Financial Partners
4497
Triune Financial Partners
Kansas
$178M -$9.09M -5% 7.03% 61.6% 23 0% 1.2
Schroders
4498
Schroders
United Kingdom
$178M -$167M -48% 4.85% 5.82% 83 96.39% 0.7
Bull Street Advisors
4499
Bull Street Advisors
Georgia
$178M -$9.24M -5% 4.15% 48.5% 92 4.35% 2.8
Townsend Asset Management
4500
Townsend Asset Management
North Carolina
$178M -$16M -8% 4.58% 77% 215 12.09% 2.2