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)
Global Assets Advisory
5726
Global Assets Advisory
Florida
$183M +$120M +191% 4.55% 95.9% 174 69.54% 0.2
HighMark Wealth Management
5727
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 8.26% 110% 624 10.74% 2.8
First Affirmative Financial Network
5728
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 6.39% – 303 20.13% 1.5
Tower View Wealth Management
5729
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 4.85% 135% 197 9.14% 3.1
Forge First Asset Management
5730
Forge First Asset Management
Canada
$183M -$52.9M -22% 7.68% 112% 51 60.78% 0.6
Loudon Investment Management
5731
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 8.71% 61.6% 101 6.93% 5.8
My Personal CFO LLC
5732
My Personal CFO LLC
Washington
$182M -$4.93M -3% 3.66% 83.4% 102 14.71% 2
Onyx Financial Advisors
5733
Onyx Financial Advisors
Idaho
$182M +$15.2M +9% 6.14% 57.8% 16 18.75% 1
RedJay Asset Management
5734
RedJay Asset Management
Ontario, Canada
$182M +$24.5M +16% 8.62% – 27 48.15% 0.5
Regency Capital Management
5735
Regency Capital Management
Hawaii
$182M +$26.6M +17% 7.3% 92.1% 54 27.78% 1.5
Lakeridge Wealth Management
5736
Lakeridge Wealth Management
Ohio
$182M +$15.6M +9% 8.34% – 156 8.97% 0.6
LAI
5737
Legal Advantage Investments
California
$182M +$8.33M +5% 7.45% 116% 101 8.91% 2.2
Hidden Lake Asset Management
5738
Hidden Lake Asset Management
New York
$182M +$52.9M +41% 20.6% 849% 48 83.33% 0.2
Cooper/Haims Advisors
5739
Cooper/Haims Advisors
New York
$182M +$3.58M +2% 7.76% 53.1% 90 13.33% 3.8
Adams Street Partners
5740
Adams Street Partners
Illinois
$182M -$61M -25% 22.9% 399% 9 33.33% 6.4
Elyxium Wealth
5741
Elyxium Wealth
California
$182M – – 7.16% – 120 – 0
IFS
5742
Intelligent Financial Strategies
Minnesota
$182M +$19.1M +12% 9.46% 63.5% 82 1.22% 2.3
Cascades Capital Asset Management
5743
Cascades Capital Asset Management
North Carolina
$182M – – 6.14% – 101 – 0
Duncan Williams Asset Management
5744
Duncan Williams Asset Management
Tennessee
$181M +$62.9M +53% 6.25% – 130 52.31% 0.2
Roubaix Capital
5745
Roubaix Capital
Colorado
$181M +$23.2M +15% 15.1% 174% 66 60.61% 0.7
Fox Hill Wealth Management
5746
Fox Hill Wealth Management
Massachusetts
$181M +$18M +11% 7.47% – 141 12.06% 0.7
Sightline Wealth Advisors
5747
Sightline Wealth Advisors
Connecticut
$181M +$20.8M +13% 6.47% 48.5% 88 12.5% 2
KHCM
5748
Kirtland Hills Capital Management
Ohio
$181M +$61.2M +51% 6.96% – 140 20.71% 0.4
Pacific Sun Financial
5749
Pacific Sun Financial
California
$181M +$12.2M +7% 8.15% 70.3% 186 6.45% 4.6
UFAC
5750
Urban Financial Advisory Corp
Illinois
$181M +$17.3M +11% 6.09% – 50 54% 0.3