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
OKSA
4826
O'Keefe Stevens Advisory
New York
$146M +$17.4M +14% 17.9% 216% 39 5.13%
LAM
4827
L2 Asset Management
Massachusetts
$146M +$21.4M +17% 18.9% 110% 87 22.99%
GA
4828
Greytown Advisors
Florida
$145M +$23.9M +20% 14.2% 14.1% 97 25.77%
GAM
4829
Garrison Asset Management
Arkansas
$145M -$44.3M -23% 13.8% 52.1% 108 19.44%
GSEP
4830
Golden State Equity Partners
California
$145M 17.3% 184
IC
4831
Investment Counsel
Michigan
$145M +$8.36M +6% 7.83% 50.1% 54 0%
LC
4832
LNZ Capital
New York
$145M +$66.7M +85% 14.2% 58.8% 24 87.5%
MJB
4833
Mark J. Bradley
$145M 11.2% 51
CRC
4834
Catawba River Capital
South Carolina
$145M 25.1% 89.5% 31
PA
4835
PSI Advisors
Florida
$145M +$14M +11% 14.8% 47.5% 134 20.9%
HFP
4836
Holistic Financial Partners
Indiana
$145M +$20.3M +16% 14.4% 95.7% 131 20.61%
BIG
4837
Boothe Investment Group
Delaware
$145M +$27.7M +24% 24.7% 59.8% 31 3.23%
NWM
4838
Northwest Wealth Management
Iowa
$145M +$24.3M +20% 15.3% 63.4% 105 8.57%
HFG
4839
Heron Financial Group
New York
$145M +$19.8M +16% 15% 47.5% 138 10.87%
EAM
4840
Eukles Asset Management
Ohio
$145M +$16.1M +13% 13.2% 69.7% 170 0.59%
EIA
4841
Eastover Investment Advisors
North Carolina
$144M +$12.7M +10% 10% 102% 53 9.43%
CT
4842
Columbia Trust
Oregon
$144M 11.1% 36% 134
EF
4843
Exeter Financial
Arizona
$144M +$16.2M +13% 9.92% 50.4% 77 9.09%
TC
4844
Truvestments Capital
Florida
$144M +$33.5M +30% 16.7% 86.7% 626 51.44%
NC
4845
Naman Capital
Brazil
$144M +$14.9M +12% 12.8% 106% 18 5.56%
RSC
4846
Red Spruce Capital
Pennsylvania
$144M +$21M +17% 18% 93.3% 94 11.7%
TCWM
4847
Total Clarity Wealth Management
Illinois
$144M +$29.4M +26% 18.7% 69.7% 154 22.73%
HP
4848
Harvey Partners
New York
$144M +$67M +87% 45% 124% 57 40.35%
BCM
4849
Breiter Capital Management
Florida
$144M +$21.4M +17% 16% 109% 136 19.85%
AFG
4850
Affinia Financial Group
Massachusetts
$144M +$1.76M +1% 9.2% 37.5% 22 4.55%