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)
Olympus Peak Asset Management
4901
Olympus Peak Asset Management
Connecticut
$294M +$21.2M +8% 11.3% – 1 0% 1
Encompass Wealth Advisors
4902
Encompass Wealth Advisors
Oregon
$294M +$20.9M +8% 6.67% 68.7% 110 6.36% 3.5
XY Planning Network
4903
XY Planning Network
Montana
$294M $0 0% 6.03% – 173 0% 0.5
Wealth Advisors of Iowa
4904
Wealth Advisors of Iowa
Iowa
$294M +$26.2M +10% 5.64% 60.9% 87 18.39% 1.8
25 LLC
4905
25 LLC
Missouri
$294M +$21.5M +8% 6.21% 48.7% 68 10.29% 1.7
AV
4906
Aspiring Ventures
Ohio
$293M +$66.4M +29% 22.2% – 74 20.27% 0.5
Goepper Burkhardt
4907
Goepper Burkhardt
South Carolina
$293M +$21.9M +8% 6.35% 50.4% 103 6.8% 2.8
Parkwoods Wealth Partners
4908
Parkwoods Wealth Partners
New York
$293M +$120M +69% 6.94% – 100 29% 0.5
Davis Investment Partners
4909
Davis Investment Partners
North Carolina
$293M +$13.5M +5% 7.8% 88.9% 167 10.78% 1.6
Richard W. Paul & Associates
4910
Richard W. Paul & Associates
Michigan
$293M +$16.3M +6% 7.52% 65.2% 354 15.54% 2.2
Lifestyle Asset Management
4911
Lifestyle Asset Management
Texas
$293M +$78.6M +37% 9.5% 88.3% 149 26.17% 1
Twin Peaks Wealth Advisors
4912
Twin Peaks Wealth Advisors
California
$293M -$16M -5% 10.9% – 2,271 92.82% 1.3
BIMC
4913
Benson Investment Management Company
Virginia
$293M +$28.8M +11% 10.1% 99.8% 60 23.33% 1.7
Westshore Wealth
4914
Westshore Wealth
California
$293M +$32M +12% 7.36% 58.8% 107 14.95% 3
Flagship Pioneering
4915
Flagship Pioneering
Massachusetts
$293M +$24.2M +9% 12.9% 13.3% 4 0% 6.3
Rosalind Advisors
4916
Rosalind Advisors
Ontario, Canada
$293M +$81.7M +39% 42% – 48 41.67% 0.7
Oak Asset Management
4917
Oak Asset Management
California
$292M +$13.4M +5% 10.1% 91.8% 108 6.48% 2.8
Q3 Asset Management
4918
Q3 Asset Management
Michigan
$292M +$9.12M +3% 6.54% 96.2% 80 73.75% 0.4
Solitude Financial Services
4919
Solitude Financial Services
Virginia
$292M +$16.2M +6% 7.13% 62.4% 42 19.05% 2.8
SC
4920
Stephens Consulting
Michigan
$292M -$130M -31% 6.21% 50.1% 1,226 71.7% 2.7
Leisure Capital Management
4921
Leisure Capital Management
California
$292M +$26.7M +10% 11% 111% 147 11.56% 5.3
SoundView Advisors
4922
SoundView Advisors
Washington
$292M +$20.4M +8% 8.75% – 42 59.52% 0.5
VU
4923
Valence8 US
Massachusetts
$292M +$54.1M +23% 6.83% 76.6% 14 14.29% 1.5
Thomas J. Herzfeld Advisors
4924
Thomas J. Herzfeld Advisors
Florida
$292M +$11.3M +4% 3.17% 17.7% 121 24.79% 4.4
Barrett & Company
4925
Barrett & Company
Rhode Island
$292M +$25M +9% 7.59% 83.6% 659 6.53% 2.4