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)
Delta Capital Management
5551
Delta Capital Management
New Jersey
$145M +$3.19M +2% 4.27% 129% 90 4.44% 5.7
AIM
5552
Athena Investment Management
California
$145M +$6.26M +5% 5.33% 80.6% 139 2.88% 1.1
AUA Capital Management
5553
AUA Capital Management
Pennsylvania
$145M -$2.82M -2% 6.07% 70.2% 88 9.09% 5.6
Godshalk Welsh Capital Management
5554
Godshalk Welsh Capital Management
Pennsylvania
$145M +$3.57M +3% 5.01% 61.1% 121 6.61% 6.1
Webs Creek Capital Management
5555
Webs Creek Capital Management
Texas
$145M +$1.93M +1% 2.07% 133% 15 53.33% 0.3
O'Connor Financial Group
5556
O'Connor Financial Group
Illinois
$145M +$12M +9% 2.57% 44.9% 54 12.96% 0.2
Sykon Capital
5557
Sykon Capital
New York
$145M – – 4.48% 63.7% 53 – 0
Cahill Wealth Management
5558
Cahill Wealth Management
Michigan
$145M +$9.46M +7% 6.61% 24.7% 47 0% 1
FP
5559
Factorial Partners
New York
$145M +$12.1M +9% 10.8% 88.7% 96 17.71% 2.6
TIM
5560
Timelo Investment Management
Ontario, Canada
$145M +$43.1M +42% 12.4% 104% 46 65.22% 0.6
Herbst Group
5561
Herbst Group
Connecticut
$145M +$3.18M +2% 8.88% 142% 76 11.84% 1.2
Robbins Farley
5562
Robbins Farley
New Hampshire
$145M -$5.16M -3% 10.3% 106% 206 26.21% 1.3
Activest Wealth Management
5563
Activest Wealth Management
Florida
$145M -$11.3M -7% 6.01% 117% 445 63.37% 0.6
Chronos Wealth Management
5564
Chronos Wealth Management
Florida
$145M +$11.3M +8% 11.7% 92.3% 37 8.11% 3
MA
5565
Minerva Advisors
Pennsylvania
$145M +$5.87M +4% 10.5% 166% 68 5.88% 6.8
Norris Financial Group
5566
Norris Financial Group
South Carolina
$144M +$8.02M +6% 5.98% 142% 76 30.26% 1.4
Claris Advisors
5567
Claris Advisors
Missouri
$144M +$9.5M +7% 4.48% 65.7% 45 11.11% 1.1
Wealth Quarterback
5568
Wealth Quarterback
New Jersey
$144M +$26.6M +23% 5.58% 109% 133 18.8% 2.3
EnCap Energy Capital Fund VIII
5569
EnCap Energy Capital Fund VIII
Texas
$144M +$8.08M +6% 6.91% 6.16% 3 0% 1.3
Tree Line Advisors
5570
Tree Line Advisors
Hong Kong
$144M +$15.9M +12% 5.06% 670% 6 50% 1.5
Affinia Financial Group
5571
Affinia Financial Group
Massachusetts
$144M +$9.2M +7% 6% 37.5% 38 18.42% 1.9
Consilium Wealth Advisory
5572
Consilium Wealth Advisory
Texas
$144M +$27M +23% 8.6% 126% 85 16.47% 1.2
Argus Investors Counsel
5573
Argus Investors Counsel
New York
$144M +$12.3M +9% 8.73% 132% 101 12.87% 4.9
Elevatus Welath Management
5574
Elevatus Welath Management
New York
$144M – – 9.63% 270% 51 – 0
Beam Wealth Advisors
5575
Beam Wealth Advisors
Louisiana
$144M +$44.4M +45% 3.84% 59.7% 112 19.64% 2.2