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)
Aurora Investment Counsel
5376
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 8.79% 31.7% 132 13.64% 0.9
Goepper Burkhardt
5377
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 8.55% 50.4% 70 12.86% 0.9
Washburn Capital Management
5378
Washburn Capital Management
Florida
$168M +$15.3M +10% 10.6% 123% 58 13.79% 1.4
Gables Capital Management
5379
Gables Capital Management
Florida
$168M +$14.9M +10% 10.1% 173% 366 6.83% 2.8
Strategic Investment Management
5380
Strategic Investment Management
Virginia
$168M -$48.2M -22% 4.06% 53.4% 11 9.09% 4.2
Baymount Management
5381
Baymount Management
Florida
$168M -$815M -83% 0% – 17 100% 0
Altus Wealth Management
5382
Altus Wealth Management
Kentucky
$168M +$10.1M +6% 7.9% 73% 39 15.38% 1.5
Horan Securities
5383
Horan Securities
United States
$168M – – 9.21% 50.1% 547 – 1.3
Aevitas Wealth Management
5384
Aevitas Wealth Management
Massachusetts
$168M +$11.1M +7% 10.7% 36.4% 131 12.98% 2.9
Harbor Group
5385
Harbor Group
New Hampshire
$168M +$12.7M +8% 7.22% 43% 56 12.5% 0.8
LCM
5386
Lafitte Capital Management
Texas
$168M -$3.08M -2% 1.75% 55.2% 10 10% 2.7
6C
5387
6elm Capital
New York
$168M +$14.4M +9% 3.3% – 17 64.71% 0.3
Albert D. Mason Inc
5388
Albert D. Mason Inc
Massachusetts
$168M +$12.5M +8% 9.09% 83.4% 153 5.88% 4.7
Threadgill Financial
5389
Threadgill Financial
Texas
$168M +$47.3M +39% 12% 49.3% 52 34.62% 0.2
Beaton Management Company
5390
Beaton Management Company
Massachusetts
$168M +$16.4M +11% 10.8% 95.9% 146 10.27% 3
General Equity Holdings
5391
General Equity Holdings
New York
$168M +$40.5M +32% 3.76% 775% 16 50% 0.4
Concorde Asset Management
5392
Concorde Asset Management
Michigan
$168M -$5.71M -3% 5.95% – 208 25.96% 1.5
Core Wealth Advisors (Florida)
5393
Core Wealth Advisors (Florida)
Florida
$167M +$16.7M +11% 6.72% 59.7% 226 22.57% 1.2
Summit Rock Advisors
5394
Summit Rock Advisors
New York
$167M -$1.16M -0.7% 6.21% – 8 37.5% 0.5
WJ Wealth Management
5395
WJ Wealth Management
Arizona
$167M +$16.9M +11% 8.06% 95.6% 59 18.64% 1.1
Texas Capital Bancshares
5396
Texas Capital Bancshares
Texas
$167M +$24.1M +17% 14% 175% 88 15.91% 1.9
FOCUS Wealth Advisors
5397
FOCUS Wealth Advisors
Texas
$167M +$19.5M +13% 7.01% 68.7% 41 2.44% 0.8
Prosight Management
5398
Prosight Management
Texas
$167M -$14.7M -8% 12.7% 39.5% 56 58.93% 0.7
Corrado Advisors
5399
Corrado Advisors
New Jersey
$167M +$5.6M +3% 3.8% 73.1% 103 7.77% 2.4
RMSCM
5400
R.M. Sincerbeaux Capital Management
New York
$167M +$14.3M +9% 10.6% 76.4% 47 4.26% 6.3