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)
Demars Financial Group
4626
Demars Financial Group
Washington
$168M -$7.24M -4% 4% 69.1% 75 16% 1.7
Strong Tower Advisory Services
4627
Strong Tower Advisory Services
Minnesota
$168M -$16.1M -9% 4.26% 155% 106 12.26% 0.9
Reston Wealth Management
4628
Reston Wealth Management
Virginia
$168M -$11.6M -6% 6.14% 60.7% 58 17.24% 2.7
Clear Sky Carbon Solutions Investment Management
4629
Clear Sky Carbon Solutions Investment Management
Texas
$168M +$55.5M +49% 10.8% – 74 39.19% 0.3
LPWM LLC
4630
LPWM LLC
Minnesota
$168M -$11.6M -6% 5.89% 59.4% 63 11.11% 2.2
Midwest Professional Planners Ltd (MPPL)
4631
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$168M -$9.7M -5% 5.42% 130% 123 11.38% 2.6
BIA
4632
Bigelow Investment Advisors
Maine
$168M -$14.3M -8% 5.46% 75.7% 144 6.25% 3.6
IAS
4633
Investment Advisory Services
Texas
$167M -$5.78M -3% 4.98% 65.4% 99 8.08% 2.1
Delphi Financial Group
4634
Delphi Financial Group
Delaware
$167M -$46.1M -22% 1.58% 66.3% 32 15.63% 2.6
HM Capital Management
4635
HM Capital Management
Missouri
$167M -$12.4M -7% 4.19% 29.6% 59 8.47% 4.2
Altrafin AG
4636
Altrafin AG
$167M -$18.5M -10% 6.72% 97.6% 78 7.69% 0.7
Monterey Private Wealth
4637
Monterey Private Wealth
California
$167M -$8.09M -5% 5.5% 29.8% 107 14.02% 2
Detalus Advisors
4638
Detalus Advisors
Missouri
$167M -$3.31M -2% 6.21% 75.7% 135 15.56% 1.9
Valley Financial Management
4639
Valley Financial Management
New York
$167M – – 5.02% – 37 – 0
MGM
4640
Miura Global Management
New York
$167M +$21M +14% 16.5% 375% 20 30% 1.4
Your Advocates Ltd
4641
Your Advocates Ltd
Texas
$167M -$2.12M -1% 6.47% 50% 231 12.55% 1.5
SAM
4642
Security Asset Management
New York
$167M -$15.5M -9% 5.61% 67.4% 77 7.79% 5.1
AMC
4643
Asset Management Corp
Illinois
$167M +$11.9M +8% 5.21% 57.1% 172 17.44% 1.8
Wealth CMT
4644
Wealth CMT
New Jersey
$167M -$5.06M -3% 6.12% 25% 28 10.71% 0.8
Atlas Private Wealth Advisors
4645
Atlas Private Wealth Advisors
New Jersey
$167M -$224K -0.1% 5.71% 57.8% 135 11.85% 1.7
Greenhaven Road Investment Management
4646
Greenhaven Road Investment Management
Connecticut
$166M -$28.3M -15% 14.3% 70.2% 53 26.42% 1
Ferguson Shapiro
4647
Ferguson Shapiro
Georgia
$166M +$6.54M +4% 5.41% 42.7% 51 29.41% 0.7
Visa Foundation
4648
Visa Foundation
California
$166M -$16.3M -9% 5.26% 58.1% 1 0% 0.8
Cambridge Financial Group
4649
Cambridge Financial Group
Ohio
$166M – – 2.28% – 31 – 4
Perseverance Asset Management International
4650
Perseverance Asset Management International
Cayman Islands
$166M -$76.1M -31% 2.2% 120% 17 23.53% 0.8