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)
Your Advocates Ltd
4851
Your Advocates Ltd
Texas
$298M +$20.2M +7% 6.61% 53.6% 229 14.85% 2.9
Ironwood Wealth Management (Arizona)
4852
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 4.81% 34.2% 42 2.38% 6.4
HPM
4853
H. Partners Management
New York
$298M -$32M -10% 4.29% 13.5% 3 33.33% 2.1
Defender Capital
4854
Defender Capital
North Carolina
$298M +$3.65M +1% 0% 101% 40 100% 0
ACM
4855
Ariose Capital Management
Hong Kong
$298M +$140M +88% 39.5% 2,106% 44 79.55% 0.1
Adirondack Trust Company
4856
Adirondack Trust Company
New York
$298M +$22.7M +8% 7.88% 96.7% 521 10.36% 6.3
Capricorn Fund Managers
4857
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 17.3% 173% 78 55.13% 0.7
Doma Perpetual Capital Management
4858
Doma Perpetual Capital Management
Florida
$298M +$33.8M +13% 9.26% – 12 16.67% 1.2
Carlton Hofferkamp & Jenks Wealth Management
4859
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 7.34% 63.9% 145 6.21% 6.3
OneAscent Wealth Management
4860
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 4.85% 50.6% 196 20.41% 1.2
Gold Investment Management
4861
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 10.3% 117% 203 0% 1.7
Front Row Advisors
4862
Front Row Advisors
California
$298M +$10.1M +4% 11.5% 142% 563 6.04% 5.1
Sweeney & Michel
4863
Sweeney & Michel
California
$298M +$16M +6% 8.88% – 139 7.91% 1.8
Vert Asset Management
4864
Vert Asset Management
California
$297M +$22.8M +8% 3.36% 43.1% 45 0% 3.1
Private Wealth Advisors (California)
4865
Private Wealth Advisors (California)
California
$297M +$24.9M +9% 8.94% 63.6% 94 13.83% 3.5
HTG Investment Advisors
4866
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 6.59% 57.4% 78 14.1% 2
Turim 21 Investimentos
4867
Turim 21 Investimentos
Brazil
$297M -$214M -42% 4.85% 62.1% 151 67.55% 1.1
Diana Davis Spencer Foundation
4868
Diana Davis Spencer Foundation
Maryland
$297M +$5.27M +2% 1.84% 13.4% 4 0% 8.4
Idaho Trust Bank
4869
Idaho Trust Bank
Idaho
$297M +$17.2M +6% 6.06% 47.5% 112 8.93% 1
Pines Wealth Management
4870
Pines Wealth Management
North Carolina
$297M +$14.3M +5% 8.51% – 239 9.21% 0.6
Fairfield Financial Advisors
4871
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 5.71% – 78 16.67% 2.5
Cape Ann Asset Management
4872
Cape Ann Asset Management
United Kingdom
$297M +$63.3M +27% 20% 199% 11 18.18% 2
Roth Financial Partners
4873
Roth Financial Partners
Texas
$297M +$19.3M +7% 6.43% 61% 32 3.13% 3.3
Exane Asset Management
4874
Exane Asset Management
France
$297M +$40.6M +16% 11.9% 74.5% 38 42.11% 0.6
Lazari Capital Management
4875
Lazari Capital Management
California
$296M +$30.7M +12% 12.3% 145% 171 12.28% 1.6