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)
First Dallas Securities
5101
First Dallas Securities
Texas
$177M +$24.6M +16% 1.16% 163% 126 11.11% 3.2
Santori & Peters Inc
5102
Santori & Peters Inc
Pennsylvania
$177M -$12.7M -7% 3.25% 103% 62 17.74% 2.9
GS Investments
5103
GS Investments
Minnesota
$177M -$30M -14% 4.75% 94.1% 156 10.26% 1.5
Retirement Planning Company of New England
5104
Retirement Planning Company of New England
Rhode Island
$177M -$28.6M -14% 3.72% 125% 984 76.73% 0.2
CAZ Investments
5105
CAZ Investments
Texas
$177M +$2.12M +1% 4.46% 263% 45 37.78% 1.1
RS Crum Inc
5106
RS Crum Inc
California
$177M -$4.32M -2% 3.98% 54.2% 73 9.59% 0.2
Armor Investment Advisors
5107
Armor Investment Advisors
North Carolina
$177M -$672K -0.4% 2.9% 62% 179 15.08% 3.4
AIM
5108
Aquila Investment Management
New York
$176M -$30.5M -15% 3.5% 53.3% 105 34.29% 0.2
Adams Chetwood Wealth Management
5109
Adams Chetwood Wealth Management
North Carolina
$176M +$29.2M +20% 4.63% – 81 11.11% 1.8
Red Spruce Capital
5110
Red Spruce Capital
Pennsylvania
$176M -$6.48M -4% 5.29% 98.4% 91 6.59% 1.9
Equinox Partners Investment Management
5111
Equinox Partners Investment Management
Connecticut
$176M +$24.4M +16% 11.7% 241% 14 35.71% 1.6
WMA
5112
Wealth Management Associates
New Jersey
$176M -$9.6M -5% 2.08% 111% 208 16.35% 2
Value Star Asset Management
5113
Value Star Asset Management
Hong Kong
$176M -$22.8M -11% – – 34 32.35% 0.5
Your Advocates Ltd
5114
Your Advocates Ltd
Texas
$176M -$786K -0.4% 3.29% 50% 239 17.57% 1.1
Harvest Group Wealth Management
5115
Harvest Group Wealth Management
Massachusetts
$176M -$2.32M -1% 5.77% 28.1% 165 35.15% 0.6
Act Wealth Management
5116
Act Wealth Management
Texas
$176M +$2.11M +1% 1.5% 70% 41 12.2% 1
Successful Portfolios
5117
Successful Portfolios
Florida
$176M -$8.34M -5% 3.39% 110% 220 9.09% 2.8
StrongBox Wealth
5118
StrongBox Wealth
Missouri
$175M -$24.8M -12% 2.13% 57.8% 107 25.23% 1.5
Chicago Capital Management
5119
Chicago Capital Management
Illinois
$175M +$30.6M +21% 23.7% 270% 51 84.31% 0.1
Hutner Capital Management
5120
Hutner Capital Management
Vermont
$175M +$3.99M +2% 4.82% 52.2% 46 2.17% 4.3
CPA
5121
Capital Performance Advisors
California
$175M +$10M +6% 3.07% 71% 54 9.26% 0.2
Nixon Capital
5122
Nixon Capital
Texas
$175M -$43.3M -20% 3.11% 118% 26 23.08% 0.9
SONA Asset Management (US)
5123
SONA Asset Management (US)
New York
$175M -$15M -8% 19.7% 41% 365 35.89% 0.2
Aubrey Capital Management
5124
Aubrey Capital Management
United Kingdom
$175M -$81.7M -32% 16.4% 319% 80 65% 0.8
Silverlake Wealth Management
5125
Silverlake Wealth Management
Vermont
$175M -$10.9M -6% 1.82% 73.3% 256 21.88% 0.2