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)
EPIM
6001
Equinox Partners Investment Management
Connecticut
$122M -$1.77M -1% 8.3% 241% 15 20% 1.8
PSB
6002
Piscataqua Savings Bank
New Hampshire
$122M +$4.64M +4% 6.8% 85.5% 354 2.26% 2
BFS
6003
Beacon Financial Strategies
North Carolina
$122M +$6.72M +6% 4.54% 54.2% 37 5.41% 1.7
VM
6004
Valinor Management
New York
$122M +$48.2M +65% 65.2% 12.8% 1 0% 5.8
GCM
6005
Granby Capital Management
Florida
$122M -$4.69M -4% 3.14% 50% 25 32% 1.1
SWM
6006
Scissortail Wealth Management
Oklahoma
$122M +$11M +10% 4.48% 65% 51 33.33% 0.8
AWA
6007
Archvest Wealth Advisors
California
$122M +$8.98M +8% 2.61% 47.8% 47 4.26% 1.2
ACM
6008
Arthedge Capital Management
New York
$122M +$23.4M +24% 27.5% 80.7% 13 7.69% 2
TMWM
6009
Taylor & Morgan Wealth Management
Michigan
$122M +$6.87M +6% 8.08% 85.9% 69 13.04% 1.3
PPL
6010
PATRIZIA Pty Ltd
Australia
$122M -$13.2M -10% 4.22% – 16 0% 4.4
SIA
6011
Stegner Investment Associates
Kentucky
$122M +$7.72M +7% 7.96% 84.8% 21 0% 2.3
AFCM
6012
Alta Fox Capital Management
Texas
$122M +$15.9M +15% 6.72% 261% 19 68.42% 0.3
SAM
6013
Silverhawk Asset Management
Arizona
$122M -$790K -0.6% 3.91% – 38 23.68% 1
MCA
6014
Millennium Capital Advisors
Arkansas
$122M +$9.8M +9% 9.84% 114% 106 5.66% 1.2
EL
6015
EQ LLC
Washington
$122M -$10.2M -8% 6.02% 72.9% 49 14.29% 1.8
KIA
6016
KLR Investment Advisors
Rhode Island
$121M +$7.7M +7% 6.07% – 196 20.92% 0.4
BCCM
6017
Blue Creek Capital Management
Hong Kong
$121M -$29.4M -19% 12.7% – 5 0% 0.5
CFG
6018
Cosner Financial Group
Colorado
$121M – – 4.54% 49.7% 22 – 0
RWM
6019
Refined Wealth Management
Utah
$121M +$8.07M +7% 6.45% 99.6% 26 3.85% 1.4
WPEP
6020
Walnut Private Equity Partners
Nebraska
$121M +$6.5M +6% 3.97% 48% 18 11.11% 5.6
AA
6021
Aufman Associates
Pennsylvania
$121M +$3.75M +3% 4.6% 136% 43 2.33% 2.5
EA
6022
Echo45 Advisors
California
$121M +$664K +0.6% 3.89% 53.6% 54 16.67% 1.1
RFP
6023
RCS Financial Planning
Maryland
$121M +$8.47M +8% 3.09% 48.2% 49 4.08% 0.5
FB
6024
First Bancorp
Maine
$121M +$4.45M +4% 4.83% 73.8% 112 3.57% 1.8
SAMC
6025
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 1.53% 0.74% 7 0% 3.8