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)
Westbourne Investment Advisors
4551
Westbourne Investment Advisors
Maryland
$281M -$10.7M -4% 2.42% 107% 85 2.35% 4.5
Comprehensive Financial Consultants Institutional
4552
Comprehensive Financial Consultants Institutional
Indiana
$281M +$6.48M +2% 0.71% 78% 186 16.67% 2.2
JAT Capital Management
4553
JAT Capital Management
Connecticut
$281M -$351M -55% 24.8% 734% 50 80% 0.2
NC
4554
Nokomis Capital
Texas
$281M +$643K +0.2% 0.95% 145% 67 29.85% 1.9
CWM
4555
Cedar Wealth Management
California
$281M +$4.54M +2% 0.78% 68.1% 204 10.78% 4.2
Valley Forge Investment Consultants
4556
Valley Forge Investment Consultants
Pennsylvania
$281M -$10.3M -4% 2.34% 67.9% 90 10% 3.1
HGC Investment Management
4557
HGC Investment Management
Ontario, Canada
$281M +$47.4M +20% 3.77% 33.2% 95 44.21% 0.7
Harber Asset Management
4558
Harber Asset Management
North Carolina
$281M -$52.9M -16% 0.64% 63.6% 42 47.62% 1.2
Somerset Trust
4559
Somerset Trust
Pennsylvania
$281M +$15.1M +6% 0.91% 80.5% 174 13.79% 5.5
Fortitude Family Office
4560
Fortitude Family Office
Arizona
$281M +$533K +0.2% 2.2% 81.1% 1,303 13.12% 1
Beirne Wealth Consulting Services
4561
Beirne Wealth Consulting Services
Connecticut
$281M +$3.39M +1% 1.48% 81.9% 104 7.69% 3.4
Cadent Capital Advisors
4562
Cadent Capital Advisors
Oklahoma
$281M -$8.12M -3% 0.99% 106% 167 20.96% 2.2
Seven Springs Wealth Group
4563
Seven Springs Wealth Group
Tennessee
$281M +$12M +4% 3.47% 59.2% 83 9.64% 3
Seaside Wealth Management
4564
Seaside Wealth Management
California
$280M +$7.1M +3% 0.95% 53.4% 61 4.92% 2.2
Chesapeake Wealth Management
4565
Chesapeake Wealth Management
Virginia
$280M -$11.2M -4% 1.2% 65.9% 160 3.75% 5.4
LJHT
4566
Laurie J. Hall Trustee
$280M -$24.4M -8% 0.34% 105% 251 56.18% 8.8
Cypress Financial Planning
4567
Cypress Financial Planning
New Jersey
$280M +$7.63M +3% 0.13% 41.2% 86 9.3% 1.5
Plan Group Financial
4568
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 1.15% 63.4% 161 36.65% 1
Bill Few Associates
4569
Bill Few Associates
Pennsylvania
$280M -$4.63M -2% 1.15% 91.5% 180 6.67% 2.4
Newton One Investments
4570
Newton One Investments
Delaware
$280M +$20.2M +8% 1.35% 42% 122 3.28% 1.6
Highland Financial Advisors
4571
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 3.48% 70% 60 16.67% 1.9
LCM
4572
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 4.47% 883% 20 40% 1.2
SMART Wealth
4573
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 1.05% 83.6% 174 28.16% 0.9
Redwood Grove Capital
4574
Redwood Grove Capital
California
$279M -$44M -14% 9.39% 79.8% 25 16% 2.4
FCT
4575
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 2.99% 39.1% 65 13.85% 6.7