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)
Beacon Wealthcare Inc
4601
Beacon Wealthcare Inc
North Carolina
$172M +$11.7M +7% 8.17% 31.6% 10 0% 2.7
Peachtree Investment Partners
4602
Peachtree Investment Partners
Florida
$172M +$26.6M +18% 9.92% 111% 101 26.73% 1
DCM Advisors
4603
DCM Advisors
New York
$172M – – 24.3% 99.3% 229 – 0
Paulson Wealth Management
4604
Paulson Wealth Management
Illinois
$172M +$16.8M +11% 12.6% 62.6% 97 28.87% 1.9
Abacus FCF Advisors
4605
Abacus FCF Advisors
Florida
$172M -$14.4M -8% 17.3% 197% 98 22.45% 1.5
Deseret Mutual Benefit Administrators
4606
Deseret Mutual Benefit Administrators
Utah
$172M +$24.9M +17% 10.3% 81.9% 6 50% 0.6
Bennicas & Associates
4607
Bennicas & Associates
California
$172M +$10.6M +7% 5.81% 40.3% 105 16.19% 4.6
Okabena Investment Services
4608
Okabena Investment Services
Minnesota
$171M +$40.8M +31% 15.8% 83.9% 86 24.42% 0.6
Aquamarine Capital Management
4609
Aquamarine Capital Management
New York
$171M +$19.8M +13% 19% 23% 13 7.69% 4.4
SM
4610
Saya Management
New York
$171M -$27.9M -14% 20.5% 34.8% 16 56.25% 0.7
Gables Capital Management
4611
Gables Capital Management
Florida
$171M +$13.9M +9% 13.5% 173% 374 4.81% 2.2
Seascape Capital Management
4612
Seascape Capital Management
New Hampshire
$171M +$13.8M +9% 8.85% 111% 88 25% 0.7
Childress Capital Advisors
4613
Childress Capital Advisors
Texas
$171M – – 17.9% 107% 1,081 – 0
Martin Capital Partners
4614
Martin Capital Partners
Oregon
$171M +$21.6M +14% 11.7% 42.3% 69 11.59% 1.7
Westbourne Investment Advisors
4615
Westbourne Investment Advisors
Maryland
$171M +$83.9M +96% 20.6% 107% 81 41.98% 2
Running Point Capital Advisors
4616
Running Point Capital Advisors
California
$171M – – 9.58% 52.1% 126 – 0
Invesco Senior Secured Management
4617
Invesco Senior Secured Management
New York
$171M +$54.9M +47% 43.2% 18.1% 21 33.33% 2
Ironwood Investment Management
4618
Ironwood Investment Management
Massachusetts
$171M +$30.9M +22% 29.9% 163% 171 9.36% 4.3
Strategic Wealth Investment Group
4619
Strategic Wealth Investment Group
Kentucky
$171M +$37.8M +28% 11.3% – 92 18.48% 0.7
TriaGen Wealth Management
4620
TriaGen Wealth Management
California
$171M – – 14.8% 132% 171 – 0
Blue Water Life Science Advisors
4621
Blue Water Life Science Advisors
California
$170M – – 45% 1,355% 21 – 0
Independent Order of Foresters
4622
Independent Order of Foresters
Ontario, Canada
$170M +$22.3M +15% 15.2% 75.1% 12 0% 0.8
Samson Rock Capital
4623
Samson Rock Capital
United Kingdom
$170M – – 22.1% 166% 15 – 0
Stableford Capital II
4624
Stableford Capital II
Arizona
$170M +$23.3M +16% 12.8% 66.9% 113 46.02% 0.8
DLG
4625
Daniel L. Goodwin
$170M +$27.3M +19% 28.7% 72.6% 103 19.42% 3.3