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)
Yoder Wealth Management
5876
Yoder Wealth Management
California
$219M -$271K -0.1% 2.26% 69.3% 129 11.63% 2.2
Financial Avengers
5877
Financial Avengers
California
$219M -$24.7M -10% 5.95% 108% 154 7.79% 3.8
IDG China Venture Capital Fund IV Associates
5878
IDG China Venture Capital Fund IV Associates
Hong Kong
$219M -$14.3M -6% 14.1% 59.2% 4 0% 4.1
Garrison Point Advisors
5879
Garrison Point Advisors
California
$219M -$6.67M -3% 1.4% 81.5% 172 5.81% 4.9
LMHBHCT
5880
Leona M. & Harry B. Helmsley Charitable Trust
New York
$219M -$97.9M -31% 4.37% – 2 50% 0.1
Higgins & Schmidt Wealth Strategies
5881
Higgins & Schmidt Wealth Strategies
Colorado
$219M +$7.79M +4% 0.57% 65.6% 67 17.91% 1.5
Orion Resource Partners
5882
Orion Resource Partners
New York
$219M +$15.5M +8% 16.4% – 27 48.15% 0.7
Oxinas Partners Wealth Management
5883
Oxinas Partners Wealth Management
Indiana
$219M +$11M +5% 3.56% 91.4% 150 15.33% 2.6
Unison Asset Management
5884
Unison Asset Management
Florida
$219M -$4.5M -2% 10.6% 81.4% 33 9.09% 3.5
Fogel Capital Management
5885
Fogel Capital Management
Florida
$219M +$1.73M +0.8% 1.48% 122% 55 14.55% 1.5
WA
5886
Win Advisors
Florida
$219M -$16.9M -7% 8.25% 266% 128 81.25% 0.3
Decatur Capital Management
5887
Decatur Capital Management
Georgia
$219M -$27.3M -11% 5.12% 135% 37 18.92% 4.6
Burrus Financial Services
5888
Burrus Financial Services
Utah
$218M +$42.6M +24% 0.18% 31.3% 16 56.25% 2
Signet Investment Advisory Group
5889
Signet Investment Advisory Group
Rhode Island
$218M +$3.11M +1% 2.26% 68.2% 70 1.43% 5.4
Sound Stewardship
5890
Sound Stewardship
Kansas
$218M +$9.6M +5% 0.94% 45.9% 65 6.15% 2.4
LA
5891
Latitude Advisors
Florida
$218M -$9M -4% 0.7% 79.6% 238 16.39% 2.7
PK
5892
Pflug Koory
Nebraska
$218M +$3.92M +2% 3.02% – 425 3.06% 6.4
Bright Financial Advisors
5893
Bright Financial Advisors
Michigan
$218M +$6.5M +3% 0.56% – 70 11.43% 1.5
PFS Partners
5894
PFS Partners
New Jersey
$218M -$417K -0.2% 1.44% 65.2% 605 4.63% 2.5
MOR Wealth Management
5895
MOR Wealth Management
Pennsylvania
$218M -$780K -0.4% 1.83% – 115 19.13% 0.2
Rockingstone Advisors
5896
Rockingstone Advisors
Massachusetts
$218M -$1.53M -0.7% 0.23% 114% 115 4.35% 2.5
Collaborative Wealth Management
5897
Collaborative Wealth Management
Florida
$218M -$65.9M -23% 0.99% 46.6% 250 39.6% 3.3
Fairtree Asset Management
5898
Fairtree Asset Management
South Africa
$218M +$493K +0.2% 7.54% – 116 30.17% 0.8
PACK Private Wealth
5899
PACK Private Wealth
Minnesota
$218M -$1.6M -0.7% 1.26% 52.8% 59 5.08% 2.7
Retirement Guys Formula
5900
Retirement Guys Formula
Ohio
$217M -$1.87M -0.9% 2.16% 75.7% 185 35.68% 1.6