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)
RE Dickinson Investment Advisors
5826
RE Dickinson Investment Advisors
Iowa
$165M +$4.69M +3% 1.99% 2.24% 240 8.75% 2
Dopkins Wealth Management
5827
Dopkins Wealth Management
New York
$164M -$1.55M -0.9% 0.02% 64.4% 86 6.98% 1.1
Herbst Group
5828
Herbst Group
Connecticut
$164M +$2.88M +2% 4.48% 142% 66 9.09% 1.9
Regis Acquisition
5829
Regis Acquisition
Colorado
$164M -$310K -0.2% 0.39% – 43 11.63% 1
Windle Wealth
5830
Windle Wealth
Oklahoma
$164M +$7.01M +4% 5.08% 73% 29 0% 1.4
Prosperitas Financial
5831
Prosperitas Financial
California
$164M +$7.93M +5% 5.7% 107% 60 6.67% 0.7
HealthInvest Partners
5832
HealthInvest Partners
Sweden
$164M -$349K -0.2% 1.01% – 47 25.53% 1
UFAC
5833
Urban Financial Advisory Corp
Illinois
$164M +$1.07M +0.7% 0.82% – 26 11.54% 0.4
Obsidian Personal Planning Solutions
5834
Obsidian Personal Planning Solutions
Maryland
$164M +$11.5M +8% 0.7% 58.2% 104 11.54% 1.1
Penbrook Management
5835
Penbrook Management
New York
$164M +$2.49M +2% 5.45% 107% 107 10.28% 5.7
Sterling Investment Advisors (Missouri)
5836
Sterling Investment Advisors (Missouri)
Missouri
$164M -$6.76M -4% 0.01% 37.8% 33 0% 6
LA
5837
Latitude Advisors
Florida
$164M +$3.8M +2% 4.05% 72% 194 14.43% 2.1
General Equity Holdings
5838
General Equity Holdings
New York
$164M +$43.3M +36% 37.8% 775% 6 50% 1.7
XXIP
5839
Xiamen Xinweidachuang Investment Partnership
China
$164M -$113M -41% 41% 66.6% 1 0% 2.5
Plan Group Financial
5840
Plan Group Financial
Oklahoma
$164M +$11.2M +7% 0.55% 63.4% 107 19.63% 0.8
RHS Financial
5841
RHS Financial
California
$163M -$8.21M -5% 1.89% 65.6% 110 31.82% 2.9
Fox Hill Wealth Management
5842
Fox Hill Wealth Management
Massachusetts
$163M +$14.9M +10% 9.57% – 145 10.34% 0.5
CarsonAllaria Wealth Management
5843
CarsonAllaria Wealth Management
Illinois
$163M +$4.4M +3% 0.8% 51.7% 431 20.42% 1.8
VCM
5844
Viewpoint Capital Management
Washington
$163M +$6.07M +4% 3.95% 120% 143 9.09% 2
Indus Capital Partners
5845
Indus Capital Partners
New York
$163M +$2.48M +2% 11.2% 117% 5 0% 2.6
Clarity Capital Partners
5846
Clarity Capital Partners
California
$163M +$11.3M +7% 5.91% – 140 24.29% 0.4
Lloyd Harbor Capital Management
5847
Lloyd Harbor Capital Management
New York
$163M -$2.44M -1% 1.86% 144% 20 45% 0.5
Fortune Financial Advisors
5848
Fortune Financial Advisors
Kansas
$163M +$5.41M +3% 1.71% 76.8% 129 5.43% 0.9
E Fund Management (HK)
5849
E Fund Management (HK)
Hong Kong
$163M +$10.5M +7% 5.69% 163% 168 69.05% 0.5
Accent Capital Management
5850
Accent Capital Management
Ohio
$163M +$47.1M +41% 11.7% – 233 49.36% 0.3