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)
Cooper/Haims Advisors
5851
Cooper/Haims Advisors
New York
$130M +$5.4M +4% 4.11% 53.1% 74 4.05% 3.3
Carl Stuart Investment Advisor
5852
Carl Stuart Investment Advisor
Texas
$130M +$25.8M +25% 5.57% 84.4% 52 80.77% 0.6
Peregrine Asset Advisers
5853
Peregrine Asset Advisers
Oregon
$130M +$28.1M +28% 11.7% 182% 81 28.4% 2.8
YAVAPFMC
5854
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$130M +$28.6M +28% 8.43% 201% 64 32.81% 1.3
Mork Capital Management
5855
Mork Capital Management
California
$130M +$7.26M +6% 5.92% 61.9% 117 2.56% 2.6
Avaii Wealth Management
5856
Avaii Wealth Management
Wisconsin
$130M +$15.5M +13% 5.94% 100% 151 24.5% 0.8
Ted Buchan & Co
5857
Ted Buchan & Co
California
$130M +$10.4M +9% 4.86% 65.2% 90 17.78% 0.4
Salvus Wealth Management
5858
Salvus Wealth Management
New Jersey
$130M +$6.44M +5% 6.72% 108% 106 5.66% 2
Wela Strategies
5859
Wela Strategies
Georgia
$130M -$56.8M -30% 0.47% 51.3% 46 13.04% 3.3
Quaero Capital
5860
Quaero Capital
Switzerland
$130M -$6.94M -5% 2.97% 62.4% 91 17.58% 1.1
Cook Wealth
5861
Cook Wealth
North Carolina
$130M +$12.4M +11% 3.65% 7.36% 57 26.32% 0.9
Eagle Bluffs Wealth Management
5862
Eagle Bluffs Wealth Management
Missouri
$130M +$7.76M +6% 5.83% 95.5% 67 1.49% 1.2
LAM
5863
LifePro Asset Management
California
$130M -$8.03M -6% 1.91% 49% 145 54.48% 0.9
United Fire Group
5864
United Fire Group
Iowa
$130M -$29.8M -19% 1.09% 27.4% 44 15.91% 8.5
GEM Asset Management
5865
GEM Asset Management
Michigan
$130M +$5.8M +5% 3.69% 62.9% 79 8.86% 0.4
Wolff Wiese Magana
5866
Wolff Wiese Magana
California
$130M +$6.33M +5% 6.47% 149% 850 14.82% 1.7
Rise Advisors
5867
Rise Advisors
New York
$129M -$3.12M -2% 4.2% 62.8% 822 19.22% 1.3
VCM
5868
Viewpoint Capital Management
Washington
$129M +$17.9M +16% 10.4% 120% 126 9.52% 1.3
BCR Wealth Strategies
5869
BCR Wealth Strategies
Alabama
$129M +$3.89M +3% 2.6% 42.2% 19 5.26% 1.3
Stevens Capital Partners
5870
Stevens Capital Partners
Nebraska
$129M +$10M +8% 7.28% 68.8% 52 7.69% 0.5
Ewing Morris & Co Investment Partners
5871
Ewing Morris & Co Investment Partners
Ontario, Canada
$129M +$2.45M +2% 4.28% 63.5% 31 12.9% 0.6
Little Harbor Advisors
5872
Little Harbor Advisors
Massachusetts
$129M +$28.7M +29% 7.54% 59% 9 77.78% 0.3
ECM
5873
EMC Capital Management
Texas
$129M +$10.2M +9% 2.89% – 292 4.45% 1.3
Geo Capital Gestora de Recursos
5874
Geo Capital Gestora de Recursos
Brazil
$129M -$5.81M -4% 1.76% 30.7% 41 4.88% 2.4
Shelton Wealth Management
5875
Shelton Wealth Management
Texas
$129M +$5.73M +5% 4.37% 89.4% 70 7.14% 1.2