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
OCP
5451
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 6.18% 133% 9 11.11%
LAI
5452
Legal Advantage Investments
California
$150M +$13.8M +10% 11.2% 105% 98 13.27%
IAG
5453
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 4.44% 65.1% 109 11.93%
NVCHI
5454
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 4.46% 114% 91 28.57%
UAM
5455
Unison Asset Management
Florida
$150M +$17.9M +14% 12.9% 81.4% 34 5.88%
SGL
5456
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 6.16% 26 11.54%
LB
5457
Legacy Bridge
Iowa
$150M +$6.47M +5% 5.91% 225% 298 3.36%
FF
5458
Friedenthal Financial
New Jersey
$150M +$7.58M +5% 8.28% 111% 148 59.46%
ACM
5459
Adalta Capital Management
New York
$150M +$6.63M +5% 7.01% 80.4% 90 14.44%
PSF
5460
Pacific Sun Financial
California
$150M 5.57% 70.3% 174
HAFS
5461
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 6.08% 58.5% 33 12.12%
SWP
5462
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 4.28% 63.8% 76 15.79%
IIA
5463
Integral Investment Advisors
California
$149M +$9.68M +7% 6% 60% 83 14.46%
GA
5464
Gagnon Advisors
New York
$149M +$470K +0.3% 2.19% 129% 29 3.45%
JPLA
5465
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 6.55% 74.3% 121 4.96%
WMWM
5466
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 5.69% 69.5% 74 12.16%
CWMU
5467
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 9.64% 36.5% 66 25.76%
NRW
5468
Nova R Wealth
Kansas
$149M +$1.4M +0.9% 5.5% 54.5% 79 27.85%
GL
5469
GHE LLC
Tennessee
$149M +$22.3M +18% 21.3% 188% 55 0%
PC
5470
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 1.77% 43% 79 16.46%
QS
5471
Quantitative Strategies
California
$149M 4.24% 20
EA
5472
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 4.11% 158 13.29%
WB
5473
West Bancorporation
Iowa
$149M +$17.6M +13% 10.5% 64.4% 99 13.13%
XSC
5474
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 6.83% 158% 166 21.08%
CCIA
5475
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 11.6% 140% 99 10.1%