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)
Lavaca Capital
5026
Lavaca Capital
Texas
$235M +$40.2M +21% 6.32% 46.5% 118 30.51% 2.1
Weinberger Asset Management
5027
Weinberger Asset Management
California
$235M +$22.5M +11% 7.77% 89.6% 82 2.44% 2.1
Oxbow Capital Management (HK)
5028
Oxbow Capital Management (HK)
Hong Kong
$235M -$61.2M -21% 5.53% 2,244% 9 11.11% 0.6
LifeGuide Financial Advisors
5029
LifeGuide Financial Advisors
Pennsylvania
$234M +$28.6M +14% 8.76% 35.4% 42 4.76% 2
SST
5030
S Squared Technology
New York
$234M +$7.83M +3% 3.68% 223% 36 11.11% 3.4
INCA Investments
5031
INCA Investments
Florida
$234M -$2.11M -0.9% 15.3% 128% 10 0% 4.7
Solitude Financial Services
5032
Solitude Financial Services
Virginia
$234M +$19.1M +9% 7.15% 62.4% 36 8.33% 2.6
Power Wealth Management
5033
Power Wealth Management
Georgia
$234M +$24.9M +12% 5.47% 41.8% 104 16.35% 0.7
HIS
5034
Horizon Investment Services
Indiana
$234M +$21.9M +10% 7.43% 250% 137 31.39% 2.9
Rule One Partners
5035
Rule One Partners
Georgia
$234M – – 6.5% – 11 – 0
Sterling Financial Group
5036
Sterling Financial Group
California
$234M +$13.7M +6% 4.78% 49.6% 67 5.97% 1.3
Leisure Capital Management
5037
Leisure Capital Management
California
$234M +$19.4M +9% 6.83% 98% 148 12.16% 4.9
Bond & Devick Financial Network
5038
Bond & Devick Financial Network
Minnesota
$234M +$47.4M +25% 7.34% 46.9% 160 10% 2.5
Altus Wealth Group
5039
Altus Wealth Group
Colorado
$234M +$34.2M +17% 7.15% 76.7% 146 10.27% 2.2
Lazari Capital Management
5040
Lazari Capital Management
California
$234M +$12M +5% 5.31% 145% 163 14.11% 0.9
ICM
5041
Indaba Capital Management
California
$234M +$78.8M +51% 1.23% 66.7% 10 10% 0.8
Intrepid Financial Planning Group
5042
Intrepid Financial Planning Group
Indiana
$234M +$439K +0.2% 5.75% 92.5% 135 11.85% 1.7
American Financial Group
5043
American Financial Group
Ohio
$233M +$509K +0.2% 5.86% 32.5% 68 2.94% 5.7
StrongBox Wealth
5044
StrongBox Wealth
Missouri
$233M +$21.6M +10% 5.69% 57.8% 94 14.89% 2.8
CWM
5045
Capital Wealth Management
Rhode Island
$233M +$15M +7% 5.62% 51.3% 42 9.52% 2.9
Omnia Family Wealth
5046
Omnia Family Wealth
Florida
$233M -$2.89M -1% 7.04% 80.6% 89 23.6% 4
Brick & Kyle Associates
5047
Brick & Kyle Associates
Pennsylvania
$233M -$8.93M -4% 2.95% 97.4% 62 12.9% 5.5
University of Massachusetts Foundation
5048
University of Massachusetts Foundation
Massachusetts
$233M -$5.76M -2% 6.19% 53.6% 4 0% 4.4
Fusion Capital
5049
Fusion Capital
South Carolina
$233M +$13.9M +6% 5.25% 108% 77 6.49% 3.3
Lind Value II ApS
5050
Lind Value II ApS
Denmark
$233M -$17.8M -7% 3.45% – 5 40% 0.3