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)
West Michigan Advisors
5576
West Michigan Advisors
Michigan
$148M +$13.9M +10% 2.29% 86.6% 141 19.15% 0.2
Beaumont Asset Management
5577
Beaumont Asset Management
Texas
$148M -$2.14M -1% 5.05% 73.1% 74 16.22% 1.6
Treynor Bancshares
5578
Treynor Bancshares
Iowa
$148M -$7.36M -5% 4.37% 3.35% 80 2.5% 0.3
NEPC LLC
5579
NEPC LLC
Massachusetts
$148M -$28.7M -16% 5.65% 21.3% 35 14.29% 1.7
Saiph Capital
5580
Saiph Capital
New Jersey
$148M -$4.55M -3% 7.18% 52.4% 43 18.6% 0.2
AFP
5581
Advus Financial Partners
Florida
$148M +$7.35M +5% 5.25% 56.5% 59 28.81% 0.4
Blackhawk Capital Partners
5582
Blackhawk Capital Partners
Wisconsin
$147M -$18.2M -11% 4.08% 87.2% 106 34.91% 1.6
MAS
5583
Madden Advisory Services
Florida
$147M -$5.16M -3% 4.56% 52.3% 74 1.35% 5
St. Clair Advisors
5584
St. Clair Advisors
Ohio
$147M -$27M -16% 3.15% 77.5% 52 25% 1.1
PIP
5585
PB Investment Partners
California
$147M +$18.4M +14% 5.46% 81.1% 9 0% 0.3
Clarus Group
5586
Clarus Group
Texas
$147M -$1.74M -1% 0.34% 67.5% 125 21.6% 1
ELCO Management
5587
ELCO Management
New York
$147M +$6.97M +5% 4.97% 98.3% 154 16.23% 2.7
AWM
5588
Aberdeen Wealth Management
Illinois
$147M -$6.5M -4% 2.38% 73.1% 174 10.34% 1.5
Toscafund Asset Management
5589
Toscafund Asset Management
United Kingdom
$147M +$31.1M +27% 3.64% 80.9% 17 64.71% 0.5
H&H Retirement Design & Management
5590
H&H Retirement Design & Management
Nevada
$147M -$11.5M -7% 4.6% 38.4% 67 19.4% 1
LFGH
5591
Lee Financial Group Hawaii
Hawaii
$147M +$9.12M +7% 3.59% 12.9% 40 17.5% 1.5
Patron Partners
5592
Patron Partners
Texas
$147M -$6.07M -4% 2.54% 90.2% 202 19.31% 1
Safeguard Investment Advisory Group
5593
Safeguard Investment Advisory Group
California
$147M -$24.9M -15% 6.11% 84.3% 97 15.46% 1.1
Apogem Capital
5594
Apogem Capital
New York
$146M -$6.11M -4% 3.82% – 210 34.29% 0.7
Southern Capital Advisors
5595
Southern Capital Advisors
Tennessee
$146M -$15.6M -10% 4.1% 66.8% 98 32.65% 0.2
CoreFirst Bank & Trust
5596
CoreFirst Bank & Trust
Kansas
$146M -$8.42M -5% 1.12% 61.4% 426 9.15% 1.2
Kalos Management
5597
Kalos Management
Georgia
$146M -$223M -60% 0.59% 48.5% 332 61.75% 1.6
DIS
5598
Diversified Investment Strategies
Louisiana
$146M +$8.28M +6% 8.72% 86% 47 12.77% 3.5
CJM Wealth Advisers
5599
CJM Wealth Advisers
Virginia
$146M +$5.58M +4% 2.07% 76.8% 62 9.68% 0.2
Martin Capital Advisors
5600
Martin Capital Advisors
Texas
$146M -$15.7M -10% 8.3% 140% 64 0% 0.3