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)
Genesee Capital Advisors
5526
Genesee Capital Advisors
New York
$147M +$5.89M +4% 7.1% 107% 99 24.24% 1.1
Yorktown Energy Partners VIII
5527
Yorktown Energy Partners VIII
New York
$147M +$40.9M +39% 0.45% 15.2% 3 33.33% 3.1
FIM
5528
FWL Investment Management
Texas
$147M +$10.9M +8% 5.66% 165% 82 48.78% 1.3
Beacon Investment Advisors
5529
Beacon Investment Advisors
Maryland
$146M +$9.35M +7% 5.85% 96.4% 132 7.58% 0.5
RMSCM
5530
R.M. Sincerbeaux Capital Management
New York
$146M +$2.74M +2% 4.4% 76.4% 43 0% 7.8
Granite FO LLC
5531
Granite FO LLC
New Hampshire
$146M -$15.9M -10% 6.11% 112% 214 20.56% 0.4
Oslo Asset Management AS
5532
Oslo Asset Management AS
Norway
$146M +$77.3M +112% 2.34% 82.7% 15 46.67% 1.3
Greenstone Partners & Co
5533
Greenstone Partners & Co
California
$146M +$14M +11% 14.8% 527% 11 9.09% 1.8
Nierenberg Investment Management Company
5534
Nierenberg Investment Management Company
Washington
$146M +$13.5M +10% 15.6% 135% 38 21.05% 1.6
Decatur Capital Management
5535
Decatur Capital Management
Georgia
$146M +$13.4M +10% 14.4% 135% 63 17.46% 3.3
Aletheian Wealth Advisors
5536
Aletheian Wealth Advisors
Washington
$146M +$32.8M +29% 5% – 79 20.25% 1
Lodestone Wealth Management
5537
Lodestone Wealth Management
Washington
$146M +$16.2M +13% 5.72% 87.1% 136 14.71% 0.4
Hassell Wealth Management
5538
Hassell Wealth Management
Louisiana
$146M +$9.6M +7% 4.16% 49.7% 20 0% 0.5
Albert D. Mason Inc
5539
Albert D. Mason Inc
Massachusetts
$146M +$1.73M +1% 4.05% 82% 162 6.79% 4.9
EWA LLC
5540
EWA LLC
Pennsylvania
$146M +$11.4M +8% 4.76% 102% 99 19.19% 0.2
Sowa Financial Group
5541
Sowa Financial Group
Rhode Island
$146M +$6.19M +4% 4.72% 77.7% 35 5.71% 2.9
Ergawealth Advisors
5542
Ergawealth Advisors
Illinois
$146M +$23M +19% 5.02% 50% 53 24.53% 0.4
Independent Order of Foresters
5543
Independent Order of Foresters
Ontario, Canada
$146M +$10.6M +8% 7.34% 66.3% 17 0% 2.2
Virginia Wealth Management Group
5544
Virginia Wealth Management Group
Virginia
$146M -$34.8K -0% 2.4% 49.4% 75 9.33% 1.3
Straight Path Wealth Management
5545
Straight Path Wealth Management
Michigan
$146M +$20M +16% 8.89% 70.4% 83 19.28% 0.9
OCP
5546
OCO Capital Partners
New York
$146M +$17.7M +14% 20.7% 679% 3 0% 2.3
GGV Capital
5547
GGV Capital
California
$146M -$42.6M -23% 39.1% 49.3% 11 18.18% 1.3
Retirement Financial Solutions
5548
Retirement Financial Solutions
Tennessee
$146M +$19.7M +16% 5.13% 52.5% 34 8.82% 0.4
Capstone Triton Financial Group
5549
Capstone Triton Financial Group
Oklahoma
$146M +$12.6M +9% 10.1% – 109 10.09% 1.5
MRA Advisory Group
5550
MRA Advisory Group
New Jersey
$145M +$6.71M +5% 2.39% 86.8% 151 21.19% 1.2