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
SWA
4576
Strata Wealth Advisors
Texas
$194M +$13.4M +7% 7.99% 57 22.81%
GWSA
4577
Global Wealth Strategies & Associates
Colorado
$194M +$21.4M +12% 5.68% 62.5% 395 21.77%
IRM
4578
Income Research & Management
Massachusetts
$194M -$18.3M -9% 0% 0.7% 22 27.27%
HRC
4579
Hoertkorn Richard Charles
$194M +$5.12M +3% 7.63% 172% 87 3.45%
EFM
4580
Eley Financial Management
Vermont
$193M +$7.87M +4% 6.29% 61.9% 71 4.23%
OFS
4581
Oldfather Financial Services
Nebraska
$193M +$17.9M +10% 4.7% 60.8% 67 17.91%
AZ
4582
Aquamarine Zurich
Switzerland
$193M +$7.49M +4% 5.8% 74.8% 12 0%
OFP
4583
OLIO Financial Planning
Virginia
$193M +$9.32M +5% 4.08% 47.8% 43 6.98%
CD
4584
Chapin Davis
Maryland
$193M +$21.1M +12% 10.6% 323% 248 26.21%
GA
4585
Greytown Advisors
Florida
$193M +$9.3M +5% 6.26% 14.1% 101 10.89%
TAM
4586
Townsend Asset Management
North Carolina
$193M -$6.02M -3% 7.82% 77% 217 16.13%
TIM
4587
Tikehau Investment Management
France
$193M -$137M -41% 11% 102% 18 22.22%
VFIC
4588
Valley Forge Investment Consultants
Pennsylvania
$193M +$3.44M +2% 5.9% 51.3% 80 16.25%
SRCM
4589
Sage Rock Capital Management
New York
$193M -$128M -40% 4.83% 13% 202 40.59%
EM
4590
Excalibur Management
Massachusetts
$193M +$1.57M +0.8% 3.03% 68.9% 163 5.52%
BSA
4591
Bull Street Advisors
Georgia
$193M +$31K +0% 1.48% 41.9% 90 1.11%
ST
4592
SAL Trading
Pennsylvania
$193M +$20.8M +12% 10.9% 18.9% 54 57.41%
FCMI
4593
Foresite Capital Management IV
California
$193M -$41.4M -18% 11.4% 149% 8 0%
SCM
4594
Stonehill Capital Management
New York
$193M +$100M +108% 4.4% 145% 14 14.29%
SHA
4595
Seneca House Advisors
Virginia
$193M +$11.7M +6% 4.86% 48% 87 8.05%
HSG
4596
Helen Stephens Group
Texas
$192M +$24.9M +15% 4.56% 41.9% 72 4.17%
CPC
4597
Congress Park Capital
New York
$192M +$21.9M +13% 14.2% 95.6% 148 17.57%
AFS
4598
Amtrust Financial Services
New York
$192M -$16.8M -8% 5.76% 53.8% 20 10%
NIM
4599
Nicollet Investment Management
Minnesota
$192M +$19M +11% 14.9% 82% 59 1.69%
PCM
4600
Pinnbrook Capital Management
New York
$192M +$36.1M +23% 11.5% 730% 74 82.43%