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)
AAF Wealth Management
5351
AAF Wealth Management
Massachusetts
$133M -$19.4M -13% 14.6% 65.8% 41 31.71% 0.9
Burke & Herbert Bank & Trust
5352
Burke & Herbert Bank & Trust
Virginia
$133M -$24.7M -16% 11.5% 67.8% 143 7.69% 6.7
Little Harbor Advisors
5353
Little Harbor Advisors
Massachusetts
$132M -$40.3M -23% 16.6% 59% 2 50% 0.3
Texas Capital Bancshares
5354
Texas Capital Bancshares
Texas
$132M -$32.9M -20% 16.3% 175% 86 15.12% 2.4
Gables Capital Management
5355
Gables Capital Management
Florida
$132M -$27M -17% 14.6% 151% 361 3.6% 3.2
Capstone Triton Financial Group
5356
Capstone Triton Financial Group
Oklahoma
$132M -$10.9M -8% 15.6% – 113 19.47% 0.9
Concentric Capital Strategies
5357
Concentric Capital Strategies
Connecticut
$132M -$175M -57% 14.1% 165% 190 71.05% 0.1
Yorktown Energy Partners X
5358
Yorktown Energy Partners X
New York
$132M -$183M -58% 13.6% 95.9% 3 0% 2.3
Beaumont Asset Management
5359
Beaumont Asset Management
Texas
$132M -$15.7M -11% 13.8% 73.1% 75 26.67% 1.7
Seaside Wealth Management
5360
Seaside Wealth Management
California
$132M – – 13.3% 53.4% 48 – 0
MAS
5361
Madden Advisory Services
Florida
$132M -$15.1M -10% 12.9% 52.3% 83 16.87% 4.7
Q3 Asset Management
5362
Q3 Asset Management
Michigan
$132M -$85.1M -39% 7.43% 96.2% 61 72.13% 0.3
Western Standard LLC
5363
Western Standard LLC
California
$132M +$26.6M +25% 3.52% 83.7% 38 44.74% 0.8
626 Financial
5364
626 Financial
Michigan
$132M -$24.2M -16% 15.4% 71.3% 115 19.13% 1.1
One Plus One Wealth Management
5365
One Plus One Wealth Management
Florida
$132M -$19M -13% 14.5% 71.9% 109 33.94% 0.9
Aspire Capital Advisors
5366
Aspire Capital Advisors
Washington
$132M +$26.7M +25% 15.1% 59.3% 49 18.37% 0.2
Oxinas Partners Wealth Management
5367
Oxinas Partners Wealth Management
Indiana
$132M -$27.9M -17% 17.9% 91.4% 122 27.87% 1.2
Protective Life
5368
Protective Life
Alabama
$132M +$20.8M +19% 7.77% 38.4% 19 21.05% 2.3
Israel Discount Bank of New York
5369
Israel Discount Bank of New York
New York
$132M -$20.6M -14% 11.8% 40.8% 89 10.11% 3.9
Jentner Corp
5370
Jentner Corp
Ohio
$132M -$6.37M -5% 11.8% 38.9% 39 17.95% 3.3
California First Leasing Corp
5371
California First Leasing Corp
California
$132M -$48.6M -27% 12.9% 377% 34 29.41% 0.4
Clearstead Trust
5372
Clearstead Trust
Maine
$131M -$22.7M -15% 12.1% 111% 199 4.52% 2.5
ZCM
5373
Zenyatta Capital Management
Delaware
$131M -$110M -45% 19.5% – 50 54% 0.3
Harbor Capital Advisors
5374
Harbor Capital Advisors
Illinois
$131M -$80.7M -38% 26.7% 128% 169 10.65% 0.4
JGP Global Gestao de Recursos
5375
JGP Global Gestao de Recursos
Brazil
$131M -$42.7M -25% 16.2% 261% 76 39.47% 1.6