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)
Fortress Wealth Management
5826
Fortress Wealth Management
California
$106M -$24.2M -19% 13.1% 52.1% 68 39.71% 0.4
Morgens Waterfall Vintiadis & Co
5827
Morgens Waterfall Vintiadis & Co
New York
$106M -$52.5M -33% 19.4% 594% 39 61.54% 1.6
Crestwood Capital Management
5828
Crestwood Capital Management
New York
$106M -$59.7M -36% 17.3% 203% 19 31.58% 2.6
Peterson Financial Group
5829
Peterson Financial Group
Iowa
$106M -$14.5M -12% 14.4% 32.4% 78 5.13% 0.5
IMPACTfolio
5830
IMPACTfolio
Colorado
$106M -$28.2M -21% 13.1% 51.2% 51 11.76% 0.4
Verdad Advisers
5831
Verdad Advisers
Massachusetts
$106M -$16M -13% 7.75% – 40 45% 0.7
Act Two Investors
5832
Act Two Investors
California
$106M -$20.1M -16% 15.5% 53% 29 27.59% 2.5
Holistic Financial Partners
5833
Holistic Financial Partners
Indiana
$106M -$51.3M -33% 7.93% 95.7% 124 32.26% 2.4
BWIA
5834
Bryant Woods Investment Advisors
New York
$106M -$18M -14% 15.4% 66.3% 38 7.89% 0.5
Trilantic Capital Management
5835
Trilantic Capital Management
New York
$106M -$114M -52% 39.1% – 12 33.33% 0.4
CC
5836
Corton Capital
Ontario, Canada
$106M -$125M -54% 15.9% 225% 573 69.81% 0.2
WealthTrust Asset Management
5837
WealthTrust Asset Management
Florida
$106M -$34.5M -25% 11.9% 102% 94 39.36% 0.7
HAM
5838
Hedges Asset Management
Nevada
$106M -$23.2M -18% 13.3% – 112 9.82% 0.5
Echo45 Advisors
5839
Echo45 Advisors
California
$106M -$21.7M -17% 10.2% 53.6% 75 30.67% 0.5
Brown Advisory Securities
5840
Brown Advisory Securities
Maryland
$106M -$65.1M -38% 13.2% 51% 174 21.26% 6.2
Andrews Lucia Wealth Management
5841
Andrews Lucia Wealth Management
California
$106M -$5.89M -5% 14.6% 59.7% 20 15% 0.5
WPEP
5842
Walnut Private Equity Partners
Nebraska
$106M -$18.9M -15% 14.5% 48% 15 0% 5.9
First Bancorp
5843
First Bancorp
Maine
$106M -$3.55M -3% 10.8% 73.8% 117 20.51% 1.1
CV Advisors
5844
CV Advisors
Florida
$106M -$35.7M -25% 18.8% 112% 30 26.67% 0.5
Ivy Lane Capital Management
5845
Ivy Lane Capital Management
Florida
$106M -$23.3M -18% 20.8% 101% 12 41.67% 0.9
Palmer Knight Company
5846
Palmer Knight Company
Florida
$105M -$21.1M -17% 15.4% 78.9% 27 0% 2.8
Crystal Rock Capital Management
5847
Crystal Rock Capital Management
Illinois
$105M -$45.4M -30% 17.9% 172% 33 24.24% 3.9
Taylor & Morgan Wealth Management
5848
Taylor & Morgan Wealth Management
Michigan
$105M -$16.8M -14% 16.5% 85.9% 69 13.04% 0.4
ABP
5849
Arthur B. Page
$105M -$22.9M -18% 12.7% 40.4% 57 10.53% 5.9
Gouws Capital LLC
5850
Gouws Capital LLC
North Carolina
$105M -$17.7M -14% 12.6% 114% 51 9.8% 0.5