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)
Bison Wealth
4851
Bison Wealth
Georgia
$196M +$24.5M +14% 2.32% 37.4% 422 29.62% 2.8
Wealth CMT
4852
Wealth CMT
New Jersey
$196M +$1.26M +0.6% 5.49% 25% 23 8.7% 0.4
PCMK
4853
Paragon Capital Management (Kansas)
Kansas
$196M -$2.6M -1% 1.31% 87.5% 65 21.54% 4.7
Kemper
4854
Kemper
Illinois
$196M -$274M -58% 5.93% 28.6% 22 81.82% 2.1
Kadensa Capital
4855
Kadensa Capital
Hong Kong
$196M -$131M -40% 11.2% 191% 28 67.86% 0.3
Fortis Capital Management
4856
Fortis Capital Management
Washington
$196M +$2.86M +1% 9.07% 82% 101 33.66% 1.1
Burrus Financial Services
4857
Burrus Financial Services
Utah
$196M – – 4.88% 31.3% 11 – 0
Vantage Financial Partners (Wisconsin)
4858
Vantage Financial Partners (Wisconsin)
Wisconsin
$196M -$59.8M -23% 5.83% 53.8% 68 17.65% 0.2
Peregrine Asset Advisers
4859
Peregrine Asset Advisers
Oregon
$196M -$50.2M -20% 1.02% 182% 149 40.27% 2.2
Strong Tower Advisory Services
4860
Strong Tower Advisory Services
Minnesota
$195M +$7.86M +4% 1.68% 155% 117 19.66% 0.4
Websterrogers Financial Advisors
4861
Websterrogers Financial Advisors
South Carolina
$195M -$246M -56% 4.41% 42.9% 85 48.24% 0.7
Wolf Group Capital Advisors
4862
Wolf Group Capital Advisors
Virginia
$195M -$416M -68% 3.44% 28.2% 154 35.06% 2.6
Little House Capital
4863
Little House Capital
Massachusetts
$195M +$6.34M +3% 2.15% 108% 156 30.13% 1
Ativo Capital Management
4864
Ativo Capital Management
Illinois
$195M -$30.6M -14% 3.04% 63.2% 131 19.85% 2.7
SR One Capital Management
4865
SR One Capital Management
Pennsylvania
$195M +$18.4M +10% 25.2% 656% 3 33.33% 0.2
Connacht Asset Management
4866
Connacht Asset Management
New York
$195M +$92.8M +91% 2.37% 63.8% 153 58.17% 0.3
Lion Street Advisors
4867
Lion Street Advisors
Texas
$195M -$9.23M -5% 0.53% 38% 165 21.21% 0.5
Elmwood Wealth Management
4868
Elmwood Wealth Management
California
$195M -$14.5M -7% 4% 42.1% 376 69.95% 2.7
Syquant Capital SAS
4869
Syquant Capital SAS
France
$195M -$66.5M -25% 2.28% 160% 57 63.16% 0.4
Reston Wealth Management
4870
Reston Wealth Management
Virginia
$195M -$11.1M -5% 4.7% 66.4% 67 16.42% 2
Relaxing Retirement Coach
4871
Relaxing Retirement Coach
Massachusetts
$195M +$21M +12% 5.08% 28.6% 59 10.17% 2.7
Garrett Wealth Advisory Group
4872
Garrett Wealth Advisory Group
Texas
$195M -$11.2M -5% 4.55% 74.6% 64 9.38% 2
Reliant Investment Management
4873
Reliant Investment Management
Tennessee
$195M -$48.2M -20% 0.48% 129% 71 32.39% 2.4
Bickling Financial Services
4874
Bickling Financial Services
Massachusetts
$195M -$11.3M -5% 5.31% – 137 8.03% 1
Riverstone Advisors
4875
Riverstone Advisors
Texas
$195M -$32.4M -14% 8% 104% 50 24% 1.9