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)
LI
5576
Latigo Investments
Florida
$131M +$12.3M +10% 10.2% 62.6% 16 0% 0.9
Planning Directions
5577
Planning Directions
Pennsylvania
$131M +$7.22M +6% 8.02% 46.3% 76 17.11% 2.2
EWG
5578
Executive Wealth Group
Washington
$131M +$14.5M +12% 15.1% 14.9% 44 4.55% 4.2
Barnett & Company
5579
Barnett & Company
Tennessee
$131M +$17.7M +16% 12.7% 65.9% 86 12.79% 4
CAM
5580
CPA Asset Management
Florida
$131M – – 8.46% 53.3% 64 – 0
Caliber Wealth Management (Utah)
5581
Caliber Wealth Management (Utah)
Utah
$131M +$4.17M +3% 7.6% 36.5% 99 48.48% 0.9
Motive Wealth Advisors
5582
Motive Wealth Advisors
Michigan
$131M +$7.39M +6% 8.83% 73.4% 65 18.46% 1
Security National Bank of Sioux City Iowa
5583
Security National Bank of Sioux City Iowa
Iowa
$131M +$18.5M +17% 12.8% 61% 101 12.87% 4.8
Nucleo Capital
5584
Nucleo Capital
Brazil
$131M – – 3.24% 116% 2 – 1.3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$131M +$7.73M +6% 9.01% 215% 89 32.58% 1.3
FP
5586
Factorial Partners
New York
$131M +$15.5M +13% 13.5% 88.7% 95 14.74% 2.4
WFA of San Diego
5587
WFA of San Diego
California
$131M +$19.7M +18% 6.91% – 475 81.47% 0.4
Orleans Capital Management
5588
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 11.3% 94.6% 79 3.8% 2.3
Ballew Advisors
5589
Ballew Advisors
Mississippi
$131M +$19.1M +17% 7.85% 68% 107 18.69% 3
Stewart Asset Management
5590
Stewart Asset Management
New York
$130M -$7.33M -5% 6.7% 42.5% 29 10.34% 2.2
Acorn Wealth Advisors
5591
Acorn Wealth Advisors
Michigan
$130M +$8.42M +7% 8.83% 58.8% 169 15.38% 2.9
Baron Wealth Management
5592
Baron Wealth Management
Michigan
$130M – – 4.47% 88.6% 133 – 0
New Perspectives Inc
5593
New Perspectives Inc
Mississippi
$130M +$14.3M +12% 6.85% – 24 25% 1.2
Sterling Financial Group
5594
Sterling Financial Group
California
$130M – – 5.83% 49.6% 52 – 0
Mork Capital Management
5595
Mork Capital Management
California
$130M +$28.5M +28% 13.3% 61.9% 137 31.39% 2.3
Essential Planning
5596
Essential Planning
New Hampshire
$130M +$113M +652% 4.46% 40.9% 43 53.49% 0.1
Pointe Capital Management
5597
Pointe Capital Management
Michigan
$130M +$5.18M +4% 7.39% 62.6% 149 6.71% 4.1
University of Chicago
5598
University of Chicago
Illinois
$130M – – 2.49% 62.3% 5 – 2.9
ETF Store
5599
ETF Store
Kansas
$130M +$15.4M +13% 6.66% 61% 94 13.83% 0.8
Granite FO LLC
5600
Granite FO LLC
New Hampshire
$130M – – 11.7% 112% 142 – 0