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)
CWM
5251
Capital Wealth Management
Rhode Island
$148M +$18.8M +15% 5.89% 51.3% 54 31.48% 1.9
NICM
5252
Neo Ivy Capital Management
New York
$148M +$110M +289% 7.23% – 582 80.93% 0.2
SST
5253
S Squared Technology
New York
$148M +$11.1M +8% 13.4% 223% 35 17.14% 3.2
PFA
5254
Professional Financial Advisors
Nebraska
$148M -$14.4M -9% 8.22% 59.2% 515 87.18% 2.1
WorthPointe
5255
WorthPointe
California
$148M +$28.6M +24% 9.44% 59.7% 53 26.42% 0.6
Q3 Asset Management
5256
Q3 Asset Management
Michigan
$148M +$10.3M +7% 9.61% 96.2% 68 70.59% 0.4
HPC
5257
Hobart Private Capital
North Carolina
$148M +$8.45M +6% 5.92% 60% 37 18.92% 1.7
Graphene Investments SAS
5258
Graphene Investments SAS
France
$148M – – 11.1% 103% 46 – 0
Nixon Capital
5259
Nixon Capital
Texas
$148M -$157K -0.1% 8.58% 118% 25 44% 1
Kathleen S. Wright Associates
5260
Kathleen S. Wright Associates
Pennsylvania
$148M +$24.3M +20% 8.48% 66% 213 14.55% 0.7
First Capital Advisors Group
5261
First Capital Advisors Group
New Jersey
$148M +$27.8M +23% 8.67% – 252 22.22% 0.9
BCK Partners
5262
BCK Partners
New York
$148M +$9.28M +7% 5.96% 46% 28 3.57% 1.7
Asset Allocation Strategies
5263
Asset Allocation Strategies
Michigan
$147M – – 6.7% 58.1% 55 – 0
Pacifica Partners
5264
Pacifica Partners
Canada
$147M +$8.93M +6% 9.91% 127% 511 14.29% 2.1
AUA Capital Management
5265
AUA Capital Management
Pennsylvania
$147M -$4.15M -3% 6.47% 70.2% 375 8.8% 3.3
Coulter & Justus Financial Services
5266
Coulter & Justus Financial Services
Tennessee
$147M +$18.7M +15% 8.6% – 55 27.27% 0.4
CAGAS
5267
Capital Advisory Group Advisory Services
Minnesota
$147M +$3.23M +2% 8.09% 54.8% 141 7.09% 3
Asset Management Resources
5268
Asset Management Resources
Massachusetts
$147M +$45M +44% 5.69% – 58 20.69% 0.8
Stadium Capital Management
5269
Stadium Capital Management
Connecticut
$147M -$21.3M -13% 2.65% 10.9% 13 30.77% 0.6
Members Advisory Group
5270
Members Advisory Group
New York
$147M +$12.5M +9% 4.57% 70.6% 23 34.78% 0.7
Rings Capital Management
5271
Rings Capital Management
Illinois
$147M +$35.6M +32% 10.3% 40.9% 7 42.86% 1.8
Parus Finance (UK)
5272
Parus Finance (UK)
United Kingdom
$147M +$32M +28% 12.6% 199% 28 3.57% 3.6
STC
5273
Sarah T. Connolly
$147M +$10.8M +8% 10.3% 35% 97 5.15% 1.8
Tyler-Stone Wealth Management
5274
Tyler-Stone Wealth Management
Ohio
$147M +$15.9M +12% 8.4% – 930 8.28% 0.9
TPWM
5275
Twelve Points Wealth Management
Massachusetts
$147M +$18.1M +14% 9.35% 50.7% 169 10.06% 0.9