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)
Lake Point Wealth Management
4626
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 4.45% – 505 12.48% 2
Roman Butler Fullerton & Co
4627
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 2.38% 134% 215 27.44% 2
VisionPoint Advisory Group
4628
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 4.07% 79.3% 109 27.52% 1.1
Wealth Dimensions Group
4629
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 3.77% 57.1% 137 8.76% 1.1
Eads & Heald Wealth Management
4630
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 2.56% 93.3% 151 5.96% 5.7
SCM
4631
Stonehill Capital Management
New York
$216M -$240M -53% 1.71% 117% 25 40% 1
Sora Investors
4632
Sora Investors
Pennsylvania
$216M +$11M +5% 8.87% 179% 35 65.71% 0.1
CAGAS
4633
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 2.03% 54.8% 522 68.2% 0.8
My Legacy Advisors
4634
My Legacy Advisors
Oregon
$215M – – 4.32% 49.1% 179 – 0
Prudent Investors Network
4635
Prudent Investors Network
California
$215M +$3.04M +1% 5.19% – 36 22.22% 1.3
PCA
4636
Prospect Capital Advisors
California
$215M -$38.9M -15% 9.5% 202% 32 25% 2.3
First Bankers Trust
4637
First Bankers Trust
Kentucky
$215M -$12.3M -5% 1.63% 78.9% 120 5.83% 6
Lloyd Advisory Services
4638
Lloyd Advisory Services
Georgia
$215M -$2.29M -1% 3.8% 47.7% 671 39.79% 1
Offit Capital Advisors
4639
Offit Capital Advisors
New York
$214M +$52.9M +33% 0.43% – 2 50% 0.1
Jeppson Wealth Management
4640
Jeppson Wealth Management
California
$214M +$7M +3% 2.03% 107% 179 15.64% 1.2
Wealth Effects
4641
Wealth Effects
Massachusetts
$214M -$26.7M -11% 7.65% 235% 224 12.95% 0.2
Palisades Hudson Asset Management
4642
Palisades Hudson Asset Management
Florida
$214M -$20.1M -9% 4.06% 66.8% 117 7.69% 5
Aegon USA Investment Management
4643
Aegon USA Investment Management
Iowa
$214M -$146M -40% 4.61% 44.9% 54 24.07% 1.4
FP
4644
Financial Perspectives
Minnesota
$214M +$2.63M +1% 2.97% 87.8% 695 7.34% 1.7
BIA
4645
Bigelow Investment Advisors
Maine
$214M -$5.95M -3% 4.62% 75.7% 152 7.89% 3.1
Keystone Wealth Partners
4646
Keystone Wealth Partners
Arizona
$214M -$12.5M -6% 3.39% – 37 35.14% 1
VR Advisory Services
4647
VR Advisory Services
Cayman Islands
$214M -$20.6M -9% 14.4% 89.7% 93 43.01% 0.9
Acuta Capital Partners
4648
Acuta Capital Partners
California
$214M -$23.9M -10% 9.36% 7,269% 48 39.58% 1
Bridge City Capital
4649
Bridge City Capital
Oregon
$214M -$28.5M -12% 8.16% 120% 96 3.13% 3.5
Grand Wealth Management
4650
Grand Wealth Management
Michigan
$214M -$9.06M -4% 4.69% 54.1% 62 11.29% 0.2