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)
American Financial Group
4476
American Financial Group
Ohio
$266M -$5.76M -2% 4.7% 32.5% 75 5.33% 5.1
UAG
4477
United Advisor Group
Ohio
$266M +$183M +220% 8.91% 88% 214 76.17% 0.1
CSWG
4478
Cardinal Strategic Wealth Guidance
Kentucky
$266M +$14.4M +6% 8.24% 76% 77 28.57% 3.1
Grey Fox Wealth Advisors
4479
Grey Fox Wealth Advisors
Delaware
$266M +$35.8M +16% 4.97% 45.3% 133 24.06% 0.8
Global Wealth Strategies & Associates
4480
Global Wealth Strategies & Associates
Colorado
$266M +$25.8M +11% 7.51% 68.7% 392 25.26% 0.9
GoodHaven Capital Management
4481
GoodHaven Capital Management
New Jersey
$266M +$35.2M +15% 14.8% 80.7% 26 0% 4.4
Glassy Mountain Advisors
4482
Glassy Mountain Advisors
Maryland
$266M +$23.1M +10% 9.98% 91.5% 56 5.36% 0.7
Parus Finance (UK)
4483
Parus Finance (UK)
United Kingdom
$266M +$73.1M +38% 20.1% 199% 35 22.86% 3.3
Deepwater Asset Management
4484
Deepwater Asset Management
Minnesota
$265M +$13.4M +5% 12.1% 142% 33 33.33% 0.8
Prudent Investors Network
4485
Prudent Investors Network
California
$265M – – 6.34% – 53 – 1.6
Gemsstock Ltd
4486
Gemsstock Ltd
United Kingdom
$265M -$4.43M -2% 15.4% 149% 15 26.67% 0.8
USAdvisors Wealth Management
4487
USAdvisors Wealth Management
Minnesota
$265M +$24.1M +10% 6.89% 59.6% 145 18.62% 2
McCarthy & Cox
4488
McCarthy & Cox
Ohio
$265M – – 3.43% – 49 – 0
SL
4489
SOF Ltd
Cayman Islands
$265M +$13.1M +5% 5.21% 42.3% 1 0% 7.3
Marks Wealth
4490
Marks Wealth
Maryland
$265M +$78.5M +42% 8.39% 165% 23 69.57% 0.7
TA
4491
TCM Advisors
West Virginia
$264M -$249M -48% 7.13% 56.1% 63 0% 1.6
FP
4492
Fiduciary Planning
Florida
$264M +$29.5M +13% 7.91% 71.4% 59 15.25% 1.4
AFA
4493
Alta Fundamental Advisers
New York
$264M +$43.1M +19% 9.91% 340% 24 37.5% 1.5
First Citizens Asset Management
4494
First Citizens Asset Management
North Carolina
$264M +$14.3M +6% 5.37% 48.4% 38 21.05% 1.2
LLWM
4495
Life Line Wealth Management
California
$264M +$11.5M +5% 4.97% – 36 38.89% 0.2
CJM Wealth Advisers
4496
CJM Wealth Advisers
Virginia
$264M +$37.3M +16% 9.02% 76.8% 67 13.43% 1.6
FP
4497
Financial Perspectives
Minnesota
$264M +$17.4M +7% 9.14% 104% 716 8.1% 3.4
WCM
4498
Westerly Capital Management
California
$264M +$61.4M +30% 10.7% 116% 70 50% 1.2
QGA
4499
Q Global Advisors
Texas
$264M +$132M +100% 9.75% 79% 124 15.32% 1.7
Prostatis Group
4500
Prostatis Group
Maryland
$264M +$24.5M +10% 7.48% 72.9% 150 23.33% 1.3