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)
LI
6001
Latash Investments
Alaska
$117M -$6.95M -6% 3.42% 110% 20 5% 3.5
D. Scott Neal
6002
D. Scott Neal
Kentucky
$117M -$16M -12% 7.02% 105% 66 10.61% 3
Fort Henry Capital
6003
Fort Henry Capital
West Virginia
$117M -$7.31M -6% 3.92% 39.3% 15 0% 2.4
PBK
6004
Peoples Bank (Kansas)
Kansas
$117M – – 3.35% 74.5% 268 – 0
Lugano Financial Advisors SA (LFA)
6005
Lugano Financial Advisors SA (LFA)
Switzerland
$117M -$33.5M -22% 2.81% 44.8% 215 38.14% 1.7
MAM
6006
Miria Asset Management
Malta
$117M +$77.8M +200% 10% 265% 11 72.73% 0.2
Kellett Wealth Advisors
6007
Kellett Wealth Advisors
Ohio
$117M +$6.61M +6% 3.06% 76.3% 71 30.99% 1.1
Strait & Sound Wealth Management
6008
Strait & Sound Wealth Management
California
$117M +$15.6M +15% 3.16% 74% 136 26.47% 0.6
Onyx Financial Advisors
6009
Onyx Financial Advisors
Idaho
$116M -$649K -0.6% 3.37% 57.8% 11 9.09% 0.8
Solstein Capital
6010
Solstein Capital
California
$116M -$3.63M -3% 1.43% 91.4% 310 1.94% 2.1
Andrews Lucia Wealth Management
6011
Andrews Lucia Wealth Management
California
$116M -$3.98M -3% 2.94% 59.7% 26 0% 1.4
Trust Investment Advisors
6012
Trust Investment Advisors
Indiana
$116M -$7.59M -6% 2.15% 178% 112 30.36% 3.8
Seldon Capital
6013
Seldon Capital
California
$116M +$8.75M +8% 8.96% 604% 60 25% 1.2
Chiron Capital Management
6014
Chiron Capital Management
Florida
$116M -$10M -8% 7.49% – 131 26.72% 1.7
Live Oak Investment Partners
6015
Live Oak Investment Partners
Texas
$116M -$3.68M -3% 3.04% – 288 0% 0.7
PVAMC
6016
PPS&V Asset Management Consultants
Michigan
$116M -$7.44M -6% 3.98% 80.7% 39 5.13% 0.7
Macellum Advisors
6017
Macellum Advisors
New York
$116M -$12.4M -10% 9.07% – 3 33.33% 1.1
HP
6018
Hyperion Partners
Pennsylvania
$116M -$2.71M -2% 4.23% – 68 10.29% 0.7
Tactive Advisors
6019
Tactive Advisors
Florida
$116M -$15.1M -12% 0.21% – 92 53.26% 0.3
Elevation Wealth Partners
6020
Elevation Wealth Partners
California
$116M -$2.93M -2% 3.37% 69.9% 369 8.67% 0.5
Force Hill Capital Management
6021
Force Hill Capital Management
New York
$116M -$347M -75% 7.43% 46.3% 59 66.1% 0.6
Beacon Financial Strategies
6022
Beacon Financial Strategies
North Carolina
$116M -$6.29M -5% 3.15% 54.2% 37 8.11% 2.1
Stegner Investment Associates
6023
Stegner Investment Associates
Kentucky
$116M -$5.92M -5% 3.66% 84.8% 21 0% 2.5
Beacon Financial Planning
6024
Beacon Financial Planning
Massachusetts
$116M -$2.08M -2% 2.76% 71.1% 33 9.09% 0.6
Cohanzick Management
6025
Cohanzick Management
New York
$116M +$25.6M +28% 0.17% 1.18% 82 58.54% 0.7