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)
James T. Borello
5001
James T. Borello
Illinois
$219M +$96.9M +79% 8.93% 71.2% 176 14.77% 0.2
Harbourvest Partners
5002
Harbourvest Partners
Massachusetts
$219M -$79.2M -27% 13.1% 8.96% 53 9.43% 2.6
Beacon Wealthcare LLC
5003
Beacon Wealthcare LLC
North Carolina
$219M +$11.4M +5% 5.46% 47% 19 15.79% 1.8
Eclectic Associates
5004
Eclectic Associates
California
$219M +$10.7M +5% 5.8% 53.8% 92 9.78% 2.2
Whelan Financial
5005
Whelan Financial
California
$219M +$4.7M +2% 5.26% 64.6% 44 20.45% 1.5
Kensington Investment Counsel
5006
Kensington Investment Counsel
California
$219M +$28.2M +15% 11.1% 81.9% 102 9.8% 2.5
SimpliFi Inc
5007
SimpliFi Inc
California
$219M +$15.7M +8% 3.06% 27.9% 40 22.5% 2.4
Cypress Financial Planning
5008
Cypress Financial Planning
New Jersey
$219M +$108M +98% 4% 41.2% 68 39.71% 0.9
Aull & Monroe Investment Management
5009
Aull & Monroe Investment Management
Alabama
$219M +$16M +8% 9.66% 98.3% 136 7.35% 7.6
Fusion Capital
5010
Fusion Capital
South Carolina
$219M +$23.3M +12% 8.93% 108% 76 10.53% 2.9
ODFS
5011
O'Donnell Financial Services
California
$218M +$19M +10% 7.4% 61% 39 7.69% 0.9
HIC
5012
Harbor Island Capital
Massachusetts
$218M +$16.7M +8% 13.5% 218% 15 0% 5.7
Next Level Private
5013
Next Level Private
New York
$218M +$41.4M +23% 10.6% 95.9% 132 18.94% 1
SST
5014
S Squared Technology
New York
$218M +$11.8M +6% 0.68% 223% 39 25.64% 2.8
OIA
5015
Optimum Investment Advisors
Illinois
$218M +$19M +10% 12.4% 125% 672 9.67% 5.6
MWM
5016
MTC Wealth Management
Florida
$218M +$2.62M +1% 3.6% 30.5% 13 7.69% 2.5
Fi3 Financial Advisors
5017
Fi3 Financial Advisors
Indiana
$217M +$7.56M +4% 9.04% 83.1% 92 25% 1.5
First Dallas Securities
5018
First Dallas Securities
Texas
$217M +$23.3M +12% 17.4% 163% 129 13.95% 2.2
Breakwater Investment Management
5019
Breakwater Investment Management
Washington
$217M – – 5.66% – 314 – 0
ShankerValleau Wealth Advisors
5020
ShankerValleau Wealth Advisors
Illinois
$217M +$21M +11% 6.62% 60.3% 24 4.17% 1.7
Investment Research & Advisory Group
5021
Investment Research & Advisory Group
Georgia
$217M +$21.3M +11% 12.7% 105% 239 20.5% 2.7
Solitude Financial Services
5022
Solitude Financial Services
Virginia
$217M +$34.5M +19% 8% 62.4% 50 38% 2.1
Ferguson Shapiro
5023
Ferguson Shapiro
Georgia
$217M +$9.7M +5% 5.5% 42.7% 47 34.04% 1
Savoir Faire Capital Management
5024
Savoir Faire Capital Management
Connecticut
$217M -$13.1M -6% 8.01% 0.01% 60 28.33% 0.4
Winthrop Capital Management
5025
Winthrop Capital Management
Indiana
$217M -$89.3M -29% 8.14% 68.1% 304 55.92% 0.2