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)
JCFM
5601
JBR Co Financial Management
Oklahoma
$239M $0 0% 0.6% 126% 120 0% 1.7
Wealth Watch Advisors
5602
Wealth Watch Advisors
Colorado
$239M -$30.9M -11% 3.81% – 959 87.07% 0.8
Pfizer
5603
Pfizer
New York
$239M +$2.31M +1% 29.2% – 19 10.53% 1.2
Dow Chemical Company
5604
Dow Chemical Company
Michigan
$239M +$33.7M +16% 4.48% 29.4% 5 0% 2.1
Orange County Employees Retirement System
5605
Orange County Employees Retirement System
California
$239M +$46.8M +24% 15.1% – 3 33.33% 0.3
CWMGP
5606
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$164K +0.1% 0.41% 85.4% 101 20.79% 1.6
MFC
5607
Mechanics Financial Corp
Ohio
$239M -$32.2M -12% 1.27% 82.7% 241 7.05% 3.3
Torrey Growth & Income Advisors
5608
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 13.8% – 117 11.97% 0.4
Genesee Capital Advisors
5609
Genesee Capital Advisors
New York
$239M -$9.8M -4% 2.01% 107% 140 9.29% 2.3
LTS One Management
5610
LTS One Management
New York
$239M -$20.4M -8% 9.93% 67.9% 22 40.91% 0.7
Cascades Capital Asset Management
5611
Cascades Capital Asset Management
North Carolina
$239M -$311K -0.1% 2.46% – 182 22.53% 1.1
Wealth Advisors Northwest
5612
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 0.19% – 58 5.17% 1.2
Verity Asset Management
5613
Verity Asset Management
North Carolina
$238M +$5.44M +2% 3.87% 87% 264 32.58% 2.9
Mine & Arao Wealth Creation & Management
5614
Mine & Arao Wealth Creation & Management
California
$238M -$17.2M -7% 4.59% 105% 76 1.32% 5.5
SimpliFi Inc
5615
SimpliFi Inc
California
$238M +$1.79M +0.8% 0.02% 27.9% 43 0% 3.1
Gallatin Point Capital
5616
Gallatin Point Capital
Connecticut
$238M -$55.1M -19% 18.2% – 2 0% 1.3
InvesTrust
5617
InvesTrust
Oklahoma
$238M -$20.6M -8% 1.97% – 94 3.19% 1.2
Keener Financial Planning
5618
Keener Financial Planning
Texas
$238M +$6.52M +3% 0.01% 70.5% 60 6.67% 2
GPM Growth Investors
5619
GPM Growth Investors
Michigan
$238M -$18.7M -7% 5.8% – 46 17.39% 3.4
Vawter Financial
5620
Vawter Financial
Ohio
$238M +$853K +0.4% 0.48% 48% 128 12.5% 0.9
Archer Investment Management
5621
Archer Investment Management
Texas
$238M +$51.8M +28% 2.35% – 143 42.66% 0.5
St. Johns Investment Management
5622
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 0.18% 91.9% 196 4.08% 6.7
CNB Bank
5623
CNB Bank
Pennsylvania
$238M -$6.68M -3% 0.77% 91.6% 533 6.94% 4.6
Values Added Financial
5624
Values Added Financial
District of Columbia
$238M +$789K +0.3% 1.18% 65.9% 144 13.19% 1.9
Howard Wealth Management
5625
Howard Wealth Management
Connecticut
$238M +$8.57M +4% 2.29% 69.9% 146 10.96% 2.8