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)
Lederer & Associates Investment Counsel
5176
Lederer & Associates Investment Counsel
California
$142M +$11.6M +9% 3.95% 92.7% 157 46.5% 1.9
SAM
5177
Stenahm Asset Management
Guernsey
$142M +$23M +19% 20.5% – 29 31.03% 0.2
Disruptive Technology Advisers
5178
Disruptive Technology Advisers
Texas
$142M -$824M -85% 8.21% – 2 50% 0.1
Seneca House Advisors
5179
Seneca House Advisors
Virginia
$142M +$3.9M +3% 5.44% 58.2% 82 10.98% 2.4
Eastover Investment Advisors
5180
Eastover Investment Advisors
North Carolina
$142M -$2.82M -2% 5.5% 105% 55 18.18% 0.9
Brown Miller Wealth Management
5181
Brown Miller Wealth Management
Virginia
$141M +$8.28M +6% 4.52% 121% 122 18.85% 0.2
Garrett Wealth Advisory Group
5182
Garrett Wealth Advisory Group
Texas
$141M +$8.38M +6% 5.06% 74.6% 52 13.46% 1.5
Cooper/Haims Advisors
5183
Cooper/Haims Advisors
New York
$141M +$10.9M +8% 5.38% 58.8% 83 22.89% 1.7
SM
5184
Saya Management
New York
$141M -$30.1M -18% 8.67% 34.8% 18 55.56% 0.5
HPS Investment Partners
5185
HPS Investment Partners
New York
$141M +$33.4M +31% 40.3% 55.9% 8 62.5% 0.6
Oakwell Private Wealth Management
5186
Oakwell Private Wealth Management
Texas
$141M +$14M +11% 6.08% 68.2% 65 12.31% 0.2
Pointe Capital Management
5187
Pointe Capital Management
Michigan
$141M +$23.9M +20% 7.46% 62.6% 152 12.5% 2.9
Annandale Capital
5188
Annandale Capital
Texas
$141M +$21.4M +18% 9.24% 57.2% 74 29.73% 0.2
Altus Wealth Management
5189
Altus Wealth Management
Kentucky
$141M +$12M +9% 5.02% 73% 37 18.92% 0.9
Guardian Investment Management
5190
Guardian Investment Management
California
$141M +$8.98M +7% 9.94% 103% 59 11.86% 4.3
Cape Ann Savings Bank
5191
Cape Ann Savings Bank
Massachusetts
$141M +$2.34M +2% 7.8% 82% 92 6.52% 4.3
Vigilare Wealth Management
5192
Vigilare Wealth Management
Arizona
$141M +$35.2M +33% 5.75% 59.5% 216 40.28% 0.6
Prosperity Planning
5193
Prosperity Planning
Missouri
$141M +$22.8M +19% 8.33% 43.5% 89 3.37% 0.2
BNC Wealth Management
5194
BNC Wealth Management
Oregon
$141M -$17.5M -11% 3.14% 204% 107 38.32% 0.4
GCM
5195
Granby Capital Management
Florida
$141M +$27.6M +24% 6.42% 50% 30 40% 0.2
Fortis Advisors
5196
Fortis Advisors
Pennsylvania
$141M +$27.3M +24% 5.69% 72.8% 270 41.48% 1.6
Abacus Wealth Partners
5197
Abacus Wealth Partners
California
$141M +$25.9M +23% 9.06% 49.5% 117 26.5% 0.2
Founders Capital Management (Texas)
5198
Founders Capital Management (Texas)
Texas
$140M -$913K -0.6% 5.43% 131% 308 12.99% 3.2
ECM
5199
EMC Capital Management
Texas
$140M +$9.25M +7% 7.81% – 123 27.64% 0.2
Bluestem Financial Advisors
5200
Bluestem Financial Advisors
Illinois
$140M +$4.01M +3% 4.29% 42.2% 27 0% 1