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)
Brookmont Capital Management
5376
Brookmont Capital Management
Texas
$190M +$11.6M +6% 7.57% 32.2% 54 14.81% 6.7
Altus Wealth Management
5377
Altus Wealth Management
Kentucky
$190M +$22.9M +14% 9.28% 73% 42 9.52% 2.5
Long Path Partners
5378
Long Path Partners
Connecticut
$190M -$22.3M -10% 3.69% 9.18% 9 0% 1.5
Midwest Heritage Bank
5379
Midwest Heritage Bank
Iowa
$190M +$42.8M +29% 6.66% 52.2% 59 16.95% 1.8
Robbins Farley
5380
Robbins Farley
New Hampshire
$190M +$23.2M +14% 13.6% 106% 175 5.71% 1.8
Napa Wealth Management
5381
Napa Wealth Management
California
$190M +$5.62M +3% 2.6% – 124 54.84% 0.2
Machina Capital
5382
Machina Capital
France
$190M +$35M +23% 7.14% 42.5% 350 63.71% 0.3
Gunma Bank
5383
Gunma Bank
Japan
$190M +$86.6M +84% 5.64% 24.5% 26 23.08% 1.8
ACM
5384
Ariose Capital Management
Hong Kong
$190M -$66.6M -26% 31.4% 2,106% 24 79.17% 0.3
7G Capital Management
5385
7G Capital Management
New York
$190M -$5.01M -3% 3.28% 137% 7 0% 1.9
MAS
5386
Madden Advisory Services
Florida
$190M +$12.3M +7% 6.67% 52.3% 92 2.17% 5
StrongBox Wealth
5387
StrongBox Wealth
Missouri
$190M +$18.3M +11% 7.13% 63.9% 83 9.64% 2.7
WJ Interests
5388
WJ Interests
Texas
$190M +$31M +20% 5.38% 55.2% 12 0% 1.4
Powell Investment Advisors
5389
Powell Investment Advisors
Florida
$189M +$8.53M +5% 8.13% 82.4% 154 11.04% 2.6
Sequent Asset Management
5390
Sequent Asset Management
Texas
$189M +$16.7M +10% 5.33% 51.3% 86 11.63% 2.4
GraniteShares Advisors
5391
GraniteShares Advisors
New York
$189M +$78.1M +70% 28.3% 88.4% 92 2.17% 0.9
Stonebridge Financial Planning Group
5392
Stonebridge Financial Planning Group
Florida
$189M +$15.4M +9% 9.01% 72.4% 156 8.33% 2.4
Financial Avengers
5393
Financial Avengers
California
$189M +$22.7M +14% 16.8% 108% 182 17.58% 2.6
Ridgewood Investments
5394
Ridgewood Investments
New Jersey
$189M +$19.9M +12% 7.09% – 221 17.65% 2.8
Jupiter Wealth Management
5395
Jupiter Wealth Management
Colorado
$189M +$18.9M +11% 10.3% 99.2% 98 16.33% 2.2
DRP
5396
Decade Renewable Partners
Texas
$189M +$14.8M +9% 7.01% – 44 61.36% 0.4
OnyxPoint Global Management
5397
OnyxPoint Global Management
New York
$189M +$5.25M +3% 26.5% 162% 11 27.27% 1
Scientech Research LLC
5398
Scientech Research LLC
New Jersey
$189M +$88.2M +88% 12.6% – 613 85.15% 0.1
Smith Shellnut Wilson
5399
Smith Shellnut Wilson
Mississippi
$189M +$14.3M +8% 7.78% 98.6% 132 5.3% 4.7
Key Client Fiduciary Advisors
5400
Key Client Fiduciary Advisors
New Jersey
$188M +$16M +9% 9.1% 107% 196 18.88% 1.5