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)
Manchester Financial
4751
Manchester Financial
California
$161M +$29.4M +22% 17.1% 73% 681 18.94% 0.8
Ironwood Wealth Management (Arizona)
4752
Ironwood Wealth Management (Arizona)
Arizona
$161M +$26M +19% 13.5% 34.2% 53 22.64% 2.3
Lorne Steinberg Wealth Management
4753
Lorne Steinberg Wealth Management
Canada
$161M – – 18% 83.4% 61 – 0
Fountainhead AM
4754
Fountainhead AM
New Jersey
$161M – – 12.4% 80.4% 53 – 0
CWAG
4755
Compton Wealth Advisory Group
Virginia
$161M +$26.8M +20% 13.3% 76.1% 70 12.86% 1.5
Marshall & Sullivan
4756
Marshall & Sullivan
Washington
$161M +$12.2M +8% 15.9% 82% 67 7.46% 3
Sturgeon Ventures
4757
Sturgeon Ventures
United Kingdom
$160M +$28M +21% 19.4% 85.9% 46 15.22% 1.2
Waycross Partners
4758
Waycross Partners
Kentucky
$160M – – 15.5% 98.4% 98 – 0
SunTx Capital Management
4759
SunTx Capital Management
Texas
$160M +$60.1M +60% 59.9% – 1 0% 1
Caxton Corporation
4760
Caxton Corporation
New Jersey
$160M +$54.4M +51% 23.7% 512% 49 75.51% 0.5
C-J Advisory
4761
C-J Advisory
California
$160M +$22.9M +17% 13.6% 39.2% 31 3.23% 3.5
Howard Wealth Management
4762
Howard Wealth Management
Connecticut
$160M +$20.1M +14% 9.65% 69.9% 123 4.88% 0.8
Weaver Consulting Group
4763
Weaver Consulting Group
California
$160M -$13.3M -8% 8.99% 56.4% 1,032 86.72% 1.5
AFT
4764
Alpha Family Trust
California
$160M – – 6.57% 215% 17 – 0
IMS Capital Management
4765
IMS Capital Management
Oregon
$160M +$21.4M +15% 14.1% 119% 140 35% 2.9
Wealth CMT
4766
Wealth CMT
New Jersey
$160M +$25.6M +19% 12.7% 25% 19 0% 0.9
Lantz Financial
4767
Lantz Financial
Illinois
$160M +$11.6M +8% 11.6% 74.3% 129 11.63% 1.4
Brick & Kyle Associates
4768
Brick & Kyle Associates
Pennsylvania
$160M +$15.6M +11% 12.8% 116% 60 15% 3.6
MHR
4769
Matthew Hamilton Rosenberg
$160M +$24.1M +18% 11.4% 52% 550 6.91% 0.6
Kemper Corp Master Retirement Trust
4770
Kemper Corp Master Retirement Trust
Illinois
$160M -$9.42M -6% 6.22% 21.9% 36 0% 5.4
FountainVest China Capital Partners GP3
4771
FountainVest China Capital Partners GP3
Cayman Islands
$160M -$14.2M -8% 1.26% 96.7% 1 0% 1
AFC
4772
AFT Forsyth & Company
Florida
$160M +$25.5M +19% 12.9% 159% 152 19.08% 4.3
1776 Wealth
4773
1776 Wealth
Georgia
$160M +$22M +16% 9.93% 115% 123 15.45% 0.9
Pictet Bank & Trust
4774
Pictet Bank & Trust
Bahamas
$160M +$7.08M +5% 12.8% 82.7% 66 18.18% 3.5
Valtinson Bruner Financial Planning
4775
Valtinson Bruner Financial Planning
Minnesota
$159M +$16.7M +12% 7.24% 40.3% 80 17.5% 1.2