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)
Avidity Partners Management
4576
Avidity Partners Management
Texas
$347M -$92.7M -21% 14.4% 492% 54 48.15% 1.1
Blueshift Asset Management
4577
Blueshift Asset Management
New Jersey
$347M +$22.1M +7% 1.12% 38.8% 684 72.51% 0.3
Boyd Watterson Asset Management
4578
Boyd Watterson Asset Management
Ohio
$346M +$10.6M +3% 5.78% 116% 427 3.51% 4.4
Neumann Capital Management
4579
Neumann Capital Management
California
$346M +$4.23M +1% 2.18% 89.9% 105 5.71% 7.7
PineBridge Investments Asia
4580
PineBridge Investments Asia
$346M – – 0.38% – 7 – 0
NKCFO LLC
4581
NKCFO LLC
Illinois
$346M +$13.7M +4% 7.45% 237% 125 48.8% 0.9
Prevatt Capital
4582
Prevatt Capital
Bahamas
$346M +$51.6M +18% 2.77% – 12 33.33% 1.5
JRM Investment Counsel
4583
JRM Investment Counsel
Nebraska
$346M +$11.7M +3% 2.3% 65.5% 21 0% 5.8
MCG
4584
McCollum Christoferson Group
New York
$346M -$3.3M -0.9% 0.38% 59.4% 75 2.67% 4.4
Kaydan Wealth Management
4585
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 2.83% 58% 114 2.63% 2.9
Oxler Private Wealth
4586
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 1.78% 119% 92 4.35% 3.6
Beirne Wealth Consulting Services
4587
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 2.69% 81.9% 229 54.59% 3.7
LOM Asset Management
4588
LOM Asset Management
$345M +$17.3M +5% 4.7% – 282 14.18% 0.4
Cornell Pochily Investment Advisors
4589
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 3.11% 97% 189 10.05% 4.9
Pathway Financial Advisers
4590
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 2.9% 88.2% 377 57.03% 2.5
FP
4591
FFG Partners
Florida
$345M -$24M -7% 1.5% 277% 40 12.5% 1
Keystone Financial Planning
4592
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 1.23% 46% 48 12.5% 7.1
SGH
4593
Sivik Global Healthcare
Connecticut
$345M +$902K +0.3% 11.5% 83.8% 65 56.92% 1.8
Pinnacle Financial Group
4594
Pinnacle Financial Group
Illinois
$345M +$13.8M +4% 2.48% 59.1% 115 8.7% 2.2
Websterrogers Financial Advisors
4595
Websterrogers Financial Advisors
South Carolina
$344M +$11M +3% 1.8% 46% 96 7.29% 2.6
Freedom Investment Management
4596
Freedom Investment Management
Connecticut
$344M -$34.3M -9% 2.54% 68.5% 149 27.52% 3.6
Flagship Wealth Advisors
4597
Flagship Wealth Advisors
Massachusetts
$344M +$40.5M +13% 2.49% – 447 15.44% 0.9
Valley Forge Investment Consultants
4598
Valley Forge Investment Consultants
Pennsylvania
$344M +$1.91M +0.6% 2.31% 67.9% 86 9.3% 3.4
IPA
4599
Investment Planning Advisors
Georgia
$343M +$25.5M +8% 2.6% – 99 15.15% 1
Tucker Asset Management
4600
Tucker Asset Management
Colorado
$343M +$11.6M +4% 2.27% 71.6% 1,089 71.72% 0.7