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)
Piedmont Capital Management (Montana)
5801
Piedmont Capital Management (Montana)
Montana
$119M +$8.52M +8% 11.9% 94% 45 15.56% 1.3
Fee-Only Financial Planning
5802
Fee-Only Financial Planning
South Carolina
$119M – – 7.83% 72.6% 40 – 0
Capital Wealth Alliance
5803
Capital Wealth Alliance
Arizona
$119M -$1.35M -1% 11% 124% 129 22.48% 1.8
Webs Creek Capital Management
5804
Webs Creek Capital Management
Texas
$119M – – 32% 133% 10 – 0
AMC
5805
Asset Management Corp
Illinois
$119M -$47.4M -28% 6.21% 57.1% 170 30% 2
Infusive Asset Management
5806
Infusive Asset Management
New York
$119M -$12.7M -10% 6.5% 33.8% 21 28.57% 1.3
Rooted Wealth Advisors
5807
Rooted Wealth Advisors
Illinois
$119M – – 7.25% 50.8% 69 – 0
First Bancorp
5808
First Bancorp
Maine
$119M +$8.67M +8% 9.78% 80.3% 116 11.21% 1.4
Banco de Sabadell
5809
Banco de Sabadell
Florida
$119M -$1.96M -2% 11.8% 75.1% 88 12.5% 3.7
William Allan Corp
5810
William Allan Corp
Colorado
$119M +$10.6M +10% 11% 94.2% 51 5.88% 0.9
Triatomic Management
5811
Triatomic Management
California
$119M -$55.1M -32% 6.53% – 68 51.47% 0.5
Buttonwood Financial Advisors
5812
Buttonwood Financial Advisors
Maryland
$119M +$7.89M +7% 9.58% 73.4% 74 8.11% 0.8
IFS
5813
Intelligent Financial Strategies
Minnesota
$119M +$23.4M +25% 11.4% 63.5% 100 13% 0.9
JCP Investment Management
5814
JCP Investment Management
Texas
$119M -$22.4M -16% 9.05% 94.7% 21 47.62% 0.6
H&H Retirement Design & Management
5815
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 6.73% 38.4% 71 2.82% 1.4
Firethorn Wealth Partners
5816
Firethorn Wealth Partners
Georgia
$118M +$10.8M +10% 7.5% 75.1% 146 22.6% 1.3
Bull Oak Capital
5817
Bull Oak Capital
California
$118M +$15.8M +15% 5.8% 62.1% 24 54.17% 0.5
Oxinas Partners Wealth Management
5818
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 3.1% 91.4% 102 17.65% 1.4
Piscataqua Savings Bank
5819
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 12.2% 96.8% 357 6.72% 1.6
Norris Financial Group
5820
Norris Financial Group
South Carolina
$118M +$9.06M +8% 10.5% 142% 81 33.33% 1.3
Align Wealth Management
5821
Align Wealth Management
Oklahoma
$118M – – 6.98% – 219 – 0
Israel Discount Bank of New York
5822
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 8.97% 40.8% 84 5.95% 4.3
Hook Mill Capital Partners
5823
Hook Mill Capital Partners
New York
$118M – – 19.6% 149% 30 – 0
Baymount Management
5824
Baymount Management
Florida
$118M +$87.8M +290% 0.5% – 10 90% 0.1
Smallwood Wealth Investment Management
5825
Smallwood Wealth Investment Management
New Jersey
$118M +$6.9M +6% 7.33% 67.4% 78 7.69% 0.7