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
OKSA
4476
O'Keefe Stevens Advisory
New York
$248M +$28.5M +13% 14.1% 216% 46 6.52%
PCM
4477
Princeton Capital Management
New Jersey
$248M +$31.1M +14% 15.9% 180% 105 19.05%
SEEDPG
4478
S.E.E.D. Planning Group
New York
$248M -$11.2M -4% 12.1% 45.1% 91 12.09%
DS
4479
Dalal Street
Texas
$248M +$78.5M +46% 18.4% 92.7% 4 25%
WTFG
4480
Wells Trecaso Financial Group
Ohio
$248M +$23.2M +10% 12.1% 108% 92 3.26%
OPTFSNA
4481
Old Point Trust & Financial Services N A
Virginia
$248M +$26.5M +12% 9.42% 72.6% 263 68.82%
RG
4482
Retirement Group
California
$248M +$7.74M +3% 6.49% 33.7% 857 12.02%
MW
4483
Maia Wealth
Colorado
$248M 9.72% 192
MTIC
4484
Missouri Trust & Investment Company
Missouri
$247M +$25.3M +11% 12.6% 65.1% 455 14.73%
ASI
4485
All-Stars Investment
Hong Kong
$247M -$20.9M -8% 4.63% 41.7% 3 0%
ACM
4486
Aljian Capital Management
Nevada
$247M +$30.9M +14% 15% 146% 41 9.76%
KFS
4487
Kelly Financial Services
Massachusetts
$247M +$29.3M +13% 9.9% 58.4% 820 11.22%
HIP
4488
Hengistbury Investment Partners
United Kingdom
$247M +$9.35M +4% 15.8% 108% 7 28.57%
AIA
4489
AIMZ Investment Advisors
California
$247M +$22M +10% 11.2% 81.3% 117 6.84%
PGWM
4490
Parisi Gray Wealth Management
New Jersey
$247M +$26.6M +12% 11.1% 120% 105 6.67%
FCP
4491
Fosse Capital Partners
United Kingdom
$247M +$16.5M +7% 10.1% 80% 5 40%
BC
4492
Beaconlight Capital
New York
$247M +$15.4M +7% 14.2% 282% 38 34.21%
AIM
4493
AMI Investment Management
Indiana
$247M +$24.1M +11% 8.64% 47.9% 68 16.18%
APA
4494
Astoria Portfolio Advisors
New York
$247M +$39.5M +19% 8.95% 75.4% 206 30.1%
FP
4495
Financial Perspectives
Minnesota
$246M +$27.9M +13% 11.3% 87.8% 731 7.11%
ACA
4496
Aspire Capital Advisors
Washington
$246M +$26.7M +12% 11.1% 59.3% 76 21.05%
BLAM
4497
Bourne Lent Asset Management
New York
$246M +$19.4M +9% 13.2% 76.1% 62 4.84%
MA
4498
Modus Advisors
Minnesota
$246M +$17.1M +7% 10.9% 89.5% 108 19.44%
MCM
4499
Millstreet Capital Management
Massachusetts
$246M 50.6% 4
PCM
4500
Passive Capital Management
Maryland
$246M +$22.6M +10% 10.1% 37.7% 57 10.53%