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)
Siemens Pension Trust
5226
Siemens Pension Trust
Germany
$204M $0 0% 0% 25.4% 1 0% 1.5
Carolina Wealth Advisors
5227
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 2.38% 62% 240 13.33% 3
Genesee Capital Advisors
5228
Genesee Capital Advisors
New York
$204M +$21.1M +12% 3.18% 107% 135 16.3% 1.3
Waterway Wealth Management
5229
Waterway Wealth Management
Texas
$204M -$23.7M -10% 0.88% – 76 28.95% 0.4
FIDELIS iM
5230
FIDELIS iM
Oregon
$204M +$4.57M +2% 0.1% 44.8% 19 10.53% 2.5
CNBT
5231
Cornerstone National Bank & Trust
Illinois
$204M +$5.37M +3% 0.15% 38.5% 63 4.76% 3.6
PWM
5232
Prosperity Wealth Management
California
$204M -$7.48M -4% 4.71% 175% 217 42.86% 0.6
EMG Holdings
5233
EMG Holdings
Connecticut
$203M -$334M -62% 6.04% 4.17% 48 50% 1.1
Peak Planning Group
5234
Peak Planning Group
Colorado
$203M +$43.9M +27% 6.14% 105% 107 30.84% 2
AAFMAA Wealth Management & Trust
5235
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 0.67% 62.3% 78 24.36% 1.4
Act Wealth Management
5236
Act Wealth Management
Texas
$203M +$4.83M +2% 0.33% 70% 46 10.87% 2.2
Pavion Blue Capital
5237
Pavion Blue Capital
California
$203M +$945K +0.5% 1.79% 77.6% 104 5.77% 3.3
Sittner & Nelson
5238
Sittner & Nelson
Oregon
$203M +$4.58M +2% 4.93% 88.1% 511 13.31% 2.8
Evergreen Private Wealth
5239
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 1.63% – 225 12.44% 0.5
Bridge Advisory
5240
Bridge Advisory
California
$203M +$1.46M +0.7% 2.55% 6.7% 108 16.67% 1.8
Game Plan Financial Advisors
5241
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 4.73% – 462 25.54% 0.9
Lunt Capital Management
5242
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 1.79% 42% 96 16.67% 0.8
Alan N. Hoffman Investment Management
5243
Alan N. Hoffman Investment Management
Massachusetts
$203M +$24.5M +14% 15.6% 76.8% 15 13.33% 2.6
Christensen King & Associates Investment Services
5244
Christensen King & Associates Investment Services
Washington
$203M +$2.51M +1% 1.83% 57.9% 97 4.12% 0.5
EHP Funds Inc
5245
EHP Funds Inc
Canada
$202M -$41.6M -17% 4.54% 173% 200 71.5% 0.7
GeoSphere Capital Management
5246
GeoSphere Capital Management
Florida
$202M +$61.6M +44% 19% 446% 46 73.91% 0.5
Acorn Wealth Advisors
5247
Acorn Wealth Advisors
Michigan
$202M +$10.7M +6% 0.52% 58.8% 213 9.39% 3.2
VWM
5248
VCI Wealth Management
Missouri
$202M +$54.4M +37% 2.12% – 116 33.62% 0.4
TRV GP IV
5249
TRV GP IV
Massachusetts
$202M -$4.15M -2% 0.94% 1,102% 3 0% 3.8
Matisse Capital
5250
Matisse Capital
Oregon
$202M -$5.78M -3% 2.07% 66.9% 201 15.42% 1.5