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)
Eudaimonia Advisors
5476
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 4.11% – 158 13.29% 1.2
West Bancorporation
5477
West Bancorporation
Iowa
$149M +$17.6M +13% 10.5% 64.4% 99 13.13% 2.5
X-Square Capital
5478
X-Square Capital
Puerto Rico
$149M -$20.7M -12% 6.83% 158% 166 21.08% 2.6
Cherry Creek Investment Advisors
5479
Cherry Creek Investment Advisors
Colorado
$149M +$12.3M +9% 11.6% 151% 99 10.1% 1.6
DCM
5480
Dudley Capital Management
Virginia
$149M +$1.58M +1% 6.85% 129% 129 13.18% 0.5
GCM
5481
Garland Capital Management
Washington
$149M +$1.49M +1% 0.65% 55.7% 36 5.56% 5
MFG
5482
Monumental Financial Group
Maryland
$149M +$8.88M +6% 4.64% 18.2% 93 67.74% 1.1
Moser Wealth Advisors
5483
Moser Wealth Advisors
Washington
$149M – – 8.25% – 127 – 2.8
Berkeley Inc
5484
Berkeley Inc
Idaho
$148M +$10.7M +8% 4.22% 49.4% 79 2.53% 2
Centennial Bank
5485
Centennial Bank
Arkansas
$148M -$4.87M -3% 5.15% 69.9% 327 6.73% 0.5
Rooted Wealth Advisors
5486
Rooted Wealth Advisors
Illinois
$148M +$13.5M +10% 4.28% 50.8% 104 38.46% 0.3
CP
5487
CPV Partners
Connecticut
$148M +$26.2M +21% 32.8% 105% 6 0% 2.5
Hatteras Investment Partners
5488
Hatteras Investment Partners
North Carolina
$148M – – 66.7% – 1 – 0
MWA
5489
Miller Wealth Advisors
Colorado
$148M +$128M +620% 14.6% 117% 79 24.05% 1
Gemsstock Ltd
5490
Gemsstock Ltd
United Kingdom
$148M +$56.7M +62% 24.7% 149% 10 60% 0.8
Lexington Partners
5491
Lexington Partners
New York
$148M -$7.95M -5% 4.41% 1.27% 7 28.57% 1.8
Blue Water Life Science Advisors
5492
Blue Water Life Science Advisors
California
$148M -$3.08M -2% 6.71% 503% 9 33.33% 1.3
Flynn Zito Capital Management
5493
Flynn Zito Capital Management
New York
$148M +$10.4M +8% 5.61% 97.3% 78 10.26% 0.8
Family Asset Management
5494
Family Asset Management
South Carolina
$148M +$11.2M +8% 4.79% – 196 14.29% 0.4
EWG
5495
Executive Wealth Group
Washington
$148M +$6.8M +5% 4.56% 14.9% 47 4.26% 4.3
LifeGuide Financial Advisors
5496
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 1.1% 35.4% 35 11.43% 1.1
Treasure Coast Financial Planning
5497
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 1.38% 32.6% 41 21.95% 1
Derbend Asset Management
5498
Derbend Asset Management
Georgia
$148M +$14.4M +11% 6.98% 23.9% 85 15.29% 1.5
FOCUS Wealth Advisors
5499
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 3.62% 68.7% 70 31.43% 1.3
Paradigm Strategies in Wealth Management
5500
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 3.23% 41.2% 45 6.67% 1.8