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)
AFS
4501
Aft Forsyth & Sober
Florida
$287M -$21.6M -7% 5% 94.6% 81 18.52% 4.2
USAdvisors Wealth Management
4502
USAdvisors Wealth Management
Minnesota
$287M -$21M -7% 2.44% 59.6% 152 17.76% 2.5
Seascape Capital Management
4503
Seascape Capital Management
New Hampshire
$287M -$419K -0.1% 0.04% 111% 104 8.65% 3.1
PCG Wealth Advisors
4504
PCG Wealth Advisors
Kansas
$287M +$15.7M +6% 3.35% 87% 137 10.95% 1.9
AIA
4505
AIMZ Investment Advisors
California
$286M -$1.43M -0.5% 1.64% 81.3% 130 8.46% 6.9
Weybosset Research & Management
4506
Weybosset Research & Management
Rhode Island
$286M -$7.61M -3% 0.49% 74.8% 53 39.62% 5.7
Prime Buchholz
4507
Prime Buchholz
New Hampshire
$286M -$20.2M -7% 0.07% – 33 36.36% 0.2
Equita Financial Network
4508
Equita Financial Network
Pennsylvania
$286M +$9.6M +3% 0.71% 50.5% 91 17.58% 1.1
Hendley & Co
4509
Hendley & Co
Ohio
$286M +$969K +0.3% 3.83% 64.9% 60 20% 5.7
Vectors Research Management
4510
Vectors Research Management
New York
$286M -$7.59M -3% 0.06% 67.3% 125 14.4% 4.3
White Mountains Insurance Group
4511
White Mountains Insurance Group
New Hampshire
$286M -$140M -33% 12.4% 105% 2 0% 3.4
KFA Private Wealth Group
4512
KFA Private Wealth Group
Virginia
$286M +$46.9M +20% 3.59% 62.8% 116 24.14% 2.3
Northeast Financial Group
4513
Northeast Financial Group
Pennsylvania
$285M +$12.7M +5% 1.17% 31.6% 95 11.58% 1.9
AB
4514
Atlas Brown
Kentucky
$285M -$7.37M -3% 1.68% 115% 216 6.02% 6.4
Joule Financial
4515
Joule Financial
Kentucky
$285M +$2.06M +0.7% 0.73% 55.5% 114 14.91% 1.9
First Washington Corp
4516
First Washington Corp
Washington
$285M +$1.97M +0.7% 3.33% 142% 57 7.02% 4.4
Missouri Trust & Investment Company
4517
Missouri Trust & Investment Company
Missouri
$285M -$41.8K -0% 0.28% 81.6% 453 12.36% 2.5
Old Point Trust & Financial Services N A
4518
Old Point Trust & Financial Services N A
Virginia
$285M -$69.6K -0% 2.1% 87.3% 354 6.78% 2.6
Oxler Private Wealth
4519
Oxler Private Wealth
New York
$285M -$19.6M -6% 5% 119% 86 2.33% 3.2
Nicollet Investment Management
4520
Nicollet Investment Management
Minnesota
$284M -$6.75M -2% 5.09% 104% 75 12% 4.6
Cornell Pochily Investment Advisors
4521
Cornell Pochily Investment Advisors
New York
$284M -$1.96M -0.7% 0.63% 97% 174 9.2% 5
CV Advisors
4522
CV Advisors
Florida
$284M -$3.21M -1% 6.77% 112% 44 40.91% 1.3
Princeton Capital Management
4523
Princeton Capital Management
New Jersey
$284M -$38.9M -12% 8.03% 206% 131 16.03% 4.2
ATI
4524
ARK & TLK Investments
Oklahoma
$284M -$3.93M -1% 1.4% 62.2% 114 4.39% 1.1
Beach Point Capital Management
4525
Beach Point Capital Management
California
$284M -$657M -70% 3.04% 84.1% 34 52.94% 0.9