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)
Otter Creek Advisors
4501
Otter Creek Advisors
Florida
$126M +$33.9M +37% 37.3% 173% 56 44.64% 1
Old Well Partners
4502
Old Well Partners
North Carolina
$126M +$27.5M +28% 58.6% 97.8% 34 29.41% 0.4
Legacy Advisors
4503
Legacy Advisors
Pennsylvania
$126M +$26M +26% 22.9% – 113 24.78% 2.2
Selway Asset Management
4504
Selway Asset Management
$126M +$22.3M +22% 22.9% 36.5% 75 14.67% 3.6
Fort Baker Capital Management
4505
Fort Baker Capital Management
California
$126M -$24.6M -16% 15.4% 46.3% 41 56.1% 0.3
Leicht Financial Planning & Wealth Management
4506
Leicht Financial Planning & Wealth Management
New Jersey
$126M +$22.5M +22% 12.5% 46.3% 67 91.04% 0.2
One Wealth Advisors
4507
One Wealth Advisors
California
$126M +$25M +25% 22.8% 66% 102 32.35% 1.2
Greencape Capital
4508
Greencape Capital
Australia
$126M -$17.8M -12% 10.6% 98.1% 4 0% 1.9
Landaas & Company
4509
Landaas & Company
Wisconsin
$126M +$7.28M +6% 17% 60.3% 57 17.54% 2.2
UBP Investment Advisors
4510
UBP Investment Advisors
Switzerland
$126M +$15.1M +14% 12% 11.2% 63 26.98% 1.4
PRW Wealth Management
4511
PRW Wealth Management
Massachusetts
$126M +$43.2M +52% 30.2% 42.3% 85 31.76% 0.6
Providence First Trust
4512
Providence First Trust
Arizona
$126M +$21.3M +20% 12% 64.1% 70 18.57% 1.7
VELT Partners Investimentos
4513
VELT Partners Investimentos
Brazil
$126M -$58K -0% 71.8% 19.4% 6 16.67% 0.5
MHR
4514
Matthew Hamilton Rosenberg
$126M +$25M +25% 15.9% 52% 562 44.48% 0.1
FWM
4515
Filbrandt Wealth Management
Wisconsin
$126M +$34.7M +38% 21.6% – 510 65.29% 0.2
Adalta Capital Management
4516
Adalta Capital Management
New York
$126M +$15.4M +14% 22.8% 80.4% 74 24.32% 2.1
GS Investments
4517
GS Investments
Minnesota
$126M +$23.7M +23% 27.8% 94.1% 116 3.45% 2.3
Tamar Securities
4518
Tamar Securities
California
$125M – – 25.1% 84.8% 43 – 0
TF
4519
TRH Financial
Iowa
$125M – – 20% – 64 – 0.5
Relyea Zuckerberg Hanson
4520
Relyea Zuckerberg Hanson
Connecticut
$125M +$34.1M +37% 31% 95.9% 116 12.93% 0.4
HH
4521
HWG Holdings
Texas
$125M – – 29.3% – 115 – 0.9
Baugh & Associates
4522
Baugh & Associates
Georgia
$125M +$21.9M +21% 19% 98.8% 40 12.5% 2.3
Fure Financial Corporation
4523
Fure Financial Corporation
Minnesota
$125M +$32.5M +35% 16.3% 59.5% 36 61.11% 0.3
Clearshares
4524
Clearshares
New York
$125M +$54.2M +76% 12.7% – 37 37.84% 1
Broadview Financial Management
4525
Broadview Financial Management
Wisconsin
$125M +$13.1M +12% 17.6% 52.4% 45 11.11% 2