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)
SHFP
5151
Second Half Financial Partners
Florida
$153M +$72.9M +91% 6.32% 36.8% 45 22.22% 0.5
FIDELIS iM
5152
FIDELIS iM
Oregon
$153M +$9.8M +7% 6.58% 44.8% 23 8.7% 1.1
Granite Bay Wealth Management
5153
Granite Bay Wealth Management
New Hampshire
$153M +$28.9M +23% 6.06% – 71 26.76% 0.7
Hunting Hill Global Capital
5154
Hunting Hill Global Capital
New York
$153M -$15.3M -9% 2.02% 132% 132 61.36% 0.4
Abacus FCF Advisors
5155
Abacus FCF Advisors
Florida
$153M +$8.14M +6% 11.7% 197% 159 24.53% 1.4
Retirement Planning Company of New England
5156
Retirement Planning Company of New England
Rhode Island
$153M +$14.9M +11% 10.8% 125% 238 15.13% 0.8
GECH
5157
Garnet Equity Capital Holdings
New York
$153M +$111M +266% 14.7% 302% 40 55% 0.8
Nightview Capital
5158
Nightview Capital
Texas
$153M -$356M -70% 49.2% 170% 15 6.67% 1.6
ARQ Wealth Advisors
5159
ARQ Wealth Advisors
Arizona
$153M +$23.8M +18% 9.7% 59.3% 52 13.46% 2.1
Equinox Partners Investment Management
5160
Equinox Partners Investment Management
Connecticut
$153M +$28.7M +23% 22.7% 241% 11 9.09% 2.5
Tactive Advisors
5161
Tactive Advisors
Florida
$153M – – 8.16% – 41 – 0
Aspen Investment Management
5162
Aspen Investment Management
Michigan
$153M +$3.08M +2% 8.74% 84.9% 135 12.59% 6.1
John W. Brooker & Co
5163
John W. Brooker & Co
California
$153M -$2.69M -2% 5.47% 43.4% 200 70.5% 2.5
DGS Capital Management
5164
DGS Capital Management
New Jersey
$153M +$3.23M +2% 5.07% 177% 240 22.5% 0.7
Thrive Capital Management (Pennsylvania)
5165
Thrive Capital Management (Pennsylvania)
Pennsylvania
$153M +$5.14M +3% 7.73% 65.3% 121 14.05% 1.1
Otter Creek Advisors
5166
Otter Creek Advisors
Florida
$153M +$30M +24% 11.3% 173% 58 55.17% 0.9
MBA Advisors
5167
MBA Advisors
Pennsylvania
$153M +$14.6M +11% 8.93% 66.1% 128 9.38% 1.4
XC
5168
XY Capital
Hong Kong
$153M – – 16.9% 52.8% 70 – 0
Level Financial Advisors
5169
Level Financial Advisors
New York
$153M +$17.2M +13% 6.41% 44% 310 24.84% 0.7
Clarus Wealth Advisors
5170
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 8.79% 89.7% 127 25.2% 1.8
Phraction Management
5171
Phraction Management
Connecticut
$152M +$20M +15% 8.32% 106% 52 19.23% 0.8
Mitchell & Pahl Private Wealth
5172
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 13.2% 82.3% 156 5.77% 1.8
Harvest Group Wealth Management
5173
Harvest Group Wealth Management
Massachusetts
$152M +$2.03M +1% 5.38% 28.1% 203 9.85% 1
Investment Research & Advisory Group
5174
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 8.65% 105% 195 12.31% 1.9
RCA
5175
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 8.3% 7.31% 26 34.62% 2.8