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)
Prosperity Planning
5001
Prosperity Planning
Missouri
$197M +$13.9M +8% 3.36% 43.5% 95 3.16% 0.8
Ayrshire Capital Management
5002
Ayrshire Capital Management
Connecticut
$197M +$20.7M +12% 12.7% 84.8% 55 10.91% 1.7
Sunburst Financial Group
5003
Sunburst Financial Group
Alabama
$197M +$35.7M +22% 7.27% 55.7% 73 16.44% 1.5
Pecaut & Co
5004
Pecaut & Co
Iowa
$197M +$29.4M +18% 9.49% 62.8% 101 23.76% 2.3
Fusion Capital
5005
Fusion Capital
South Carolina
$197M +$28M +17% 10.9% 108% 87 13.79% 1.3
Intrepid Capital Management
5006
Intrepid Capital Management
Florida
$197M -$5.87M -3% 5.16% 70.2% 73 16.44% 1.8
St. Johns Investment Management
5007
St. Johns Investment Management
Florida
$196M +$14.7M +8% 10% 91.9% 208 15.38% 4.3
Convergence Investment Partners
5008
Convergence Investment Partners
Florida
$196M +$10.1M +5% 11.3% 304% 265 31.32% 2.4
Tower View Wealth Management
5009
Tower View Wealth Management
Wisconsin
$196M +$16M +9% 10.6% 135% 233 22.75% 2
Jackson Grant Investment Advisers
5010
Jackson Grant Investment Advisers
Connecticut
$196M -$28.3M -13% 9.84% 54.3% 358 23.18% 3.1
Alta Fox Capital Management
5011
Alta Fox Capital Management
Texas
$196M – – 9.84% 261% 14 – 0
Triune Financial Partners
5012
Triune Financial Partners
Kansas
$196M – – 5.76% 66.6% 24 – 0.4
SA
5013
Stonebridge Advisors
Connecticut
$196M – – 0.14% 0.03% 5 – 0
IGYL
5014
I.G.Y. Ltd
United Kingdom
$196M +$19.2M +11% 12% 80.5% 3 0% 1.8
AIA
5015
Arcadia Investment Advisors
Idaho
$196M +$10.1M +5% 5.83% 56.4% 118 5.08% 2.1
LWMM
5016
Legacy Wealth Management (Mississippi)
Mississippi
$195M +$8.41M +4% 11.6% 105% 108 8.33% 1.6
Sender Company & Partners
5017
Sender Company & Partners
New York
$195M – – 4.78% 69.8% 95 – 0
Hollow Brook Wealth Management
5018
Hollow Brook Wealth Management
New York
$195M +$33.6M +21% 9.37% 97.8% 84 30.95% 2.5
AFC
5019
AFT Forsyth & Company
Florida
$195M +$8.76M +5% 8.5% 135% 164 9.15% 4.7
Keystone Financial Services (Colorado)
5020
Keystone Financial Services (Colorado)
Colorado
$195M – – 5.37% 66% 85 – 0
Hidden Lake Asset Management
5021
Hidden Lake Asset Management
New York
$195M -$184M -49% 12.8% 849% 26 69.23% 0.3
Wealth CMT
5022
Wealth CMT
New Jersey
$195M +$156M +405% 6.7% 25% 21 80.95% 0.2
Members Capital Advisors Inc
5023
Members Capital Advisors Inc
Wisconsin
$195M +$10.5M +6% 7.2% – 72 13.89% 1.2
MBE Wealth Management
5024
MBE Wealth Management
Wisconsin
$195M -$1.65M -0.8% 8.88% 66.5% 68 16.18% 1.3
IMS Capital Management
5025
IMS Capital Management
Oregon
$195M +$21.8M +13% 9.13% 119% 151 20.53% 3.4