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)
Platform Technology Partners
4501
Platform Technology Partners
New York
$214M +$1.23M +0.6% 2.45% – 228 16.23% 2.5
Prudent Investors Network
4502
Prudent Investors Network
California
$214M +$1.49M +0.7% 2.59% – 38 15.79% 2.1
SHFA
4503
SS&H Financial Advisors
Michigan
$214M – – 2.98% – 117 – 1.4
Retirement Capital Strategies
4504
Retirement Capital Strategies
California
$214M -$3.81M -2% 2% 59% 77 49.35% 2
Field & Main Bank
4505
Field & Main Bank
Kentucky
$214M +$34.1M +19% 2.69% 107% 265 10.19% 5.3
BFM
4506
Blacksheep Fund Management
Ireland
$213M -$101M -32% 1.08% 71.5% 4 0% 2.4
PH
4507
Pinnacle Holdings
Oklahoma
$213M -$10.6M -5% 2.07% 79.6% 215 11.63% 5.1
Detalus Advisors
4508
Detalus Advisors
Missouri
$213M -$9.9M -4% 3.84% 75.7% 156 16.03% 2.4
Eos Management LP
4509
Eos Management LP
New York
$213M -$1.57M -0.7% 4.14% 149% 47 17.02% 3.1
Copperwynd Financial
4510
Copperwynd Financial
Arizona
$213M -$1.72M -0.8% 2.7% 90% 145 18.62% 3
OLIO Financial Planning
4511
OLIO Financial Planning
Virginia
$213M +$2.03M +1% 3.85% 52.9% 55 18.18% 1.2
TFG Advisers
4512
TFG Advisers
Michigan
$213M -$7.17M -3% 3.58% 61.8% 201 5.97% 3.7
Benchmark Financial Wealth Advisors
4513
Benchmark Financial Wealth Advisors
Florida
$213M -$2.95M -1% 4.28% 81.6% 74 13.51% 2.7
L2 Asset Management
4514
L2 Asset Management
Massachusetts
$213M +$8.15M +4% 0.84% 128% 225 35.11% 0.9
Red Lighthouse Investment Management
4515
Red Lighthouse Investment Management
New York
$212M -$6.44M -3% 3.13% 63.4% 96 3.13% 0.7
Strategic Advocates
4516
Strategic Advocates
Utah
$212M – – 4.08% 103% 141 – 0
Peoples Financial Services Corp
4517
Peoples Financial Services Corp
Pennsylvania
$212M -$10.7M -5% 3.48% 104% 270 4.81% 7.3
Phraction Management
4518
Phraction Management
Connecticut
$212M +$9.48M +5% 4.25% 106% 51 11.76% 1.3
Stoneridge Investment Partners
4519
Stoneridge Investment Partners
Pennsylvania
$212M -$18.1M -8% 4.82% 44.2% 121 28.93% 1.8
Robertson Opportunity Capital
4520
Robertson Opportunity Capital
Texas
$212M +$4.89M +2% 3.17% 93.4% 24 0% 6.5
Syntrinsic
4521
Syntrinsic
Colorado
$212M – – 3.49% – 79 – 0
Roman Butler Fullerton & Co
4522
Roman Butler Fullerton & Co
Missouri
$212M -$6.04M -3% 2.17% 134% 201 16.92% 3.1
FP
4523
Fiduciary Planning
Florida
$212M -$5.38M -2% 2.94% 71.4% 65 40% 1.4
Oak Family Advisors
4524
Oak Family Advisors
Illinois
$212M +$403K +0.2% 2.42% 81.9% 118 8.47% 1.9
Wolf Group Capital Advisors
4525
Wolf Group Capital Advisors
Virginia
$211M +$10.9M +5% 2.38% 28.2% 110 10.91% 3