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)
Ampfield Management
6101
Ampfield Management
New York
$112M -$28.1M -20% 17.7% 56.9% 3 0% 2.5
NVP Associates
6102
NVP Associates
California
$112M -$2.95M -3% 7.53% 953% 10 20% 0.8
HIA
6103
Harvest Investment Advisors
Florida
$112M -$5.09M -4% 4% 78.3% 52 1.92% 0.7
TA
6104
TCM Advisors
West Virginia
$112M -$336M -75% 4.37% 56.1% 61 0% 1.2
Millington Financial Advisors
6105
Millington Financial Advisors
Illinois
$112M -$890K -0.8% 4.09% 77.5% 79 12.66% 0.6
Refined Wealth Management
6106
Refined Wealth Management
Utah
$111M -$9.9M -8% 5.28% 99.4% 26 0% 1.7
Greenhouse Wealth Management
6107
Greenhouse Wealth Management
Connecticut
$111M -$1.96M -2% 3.61% 87.2% 55 7.27% 2.4
Endowment Wealth Management
6108
Endowment Wealth Management
Wisconsin
$111M +$2.23M +2% 1.82% 66.3% 141 11.35% 1.3
ECM
6109
Endurant Capital Management
California
$111M -$3.2M -3% 5.4% 18.4% 59 69.49% 0.6
NED
6110
Nancy E. Dempze
$111M -$5.31M -5% 3.39% 83.1% 65 4.62% 5
Vawter Financial
6111
Vawter Financial
Ohio
$111M -$4.33M -4% 3.45% 48% 72 6.94% 0.6
Innova Wealth Partners
6112
Innova Wealth Partners
Pennsylvania
$111M -$6.11M -5% 1.06% 72.5% 65 23.08% 1.5
JCA
6113
Jade Capital Advisors
New Jersey
$111M -$17.2M -13% 5.03% 28.9% 97 56.7% 0.4
Bancreek Capital Management
6114
Bancreek Capital Management
California
$111M -$20M -15% 1.98% 33.6% 22 31.82% 1.4
Saltoro Capital
6115
Saltoro Capital
Texas
$111M +$13.7M +14% 10.9% 130% 83 71.08% 0.4
Axiom Advisory
6116
Axiom Advisory
California
$111M -$1.94M -2% 3.57% 16.4% 36 8.33% 1.4
Charter Research & Investment Group
6117
Charter Research & Investment Group
Connecticut
$111M -$9.47M -8% 4.92% 82.3% 78 6.41% 6.5
Concorde Asset Management
6118
Concorde Asset Management
Michigan
$111M +$2.61M +2% 3.63% – 152 23.03% 1.7
Kapstone Financial Advisors
6119
Kapstone Financial Advisors
Ohio
$111M -$9.7M -8% 3.43% 131% 101 10.89% 0.7
Ridgemont Partners Management
6120
Ridgemont Partners Management
North Carolina
$111M +$7.57M +7% 7.32% 45.6% 1 0% 1.8
RiverPark Advisors
6121
RiverPark Advisors
New York
$111M +$1.89M +2% 1.72% 87.5% 109 57.8% 1.9
Taylor & Morgan Wealth Management
6122
Taylor & Morgan Wealth Management
Michigan
$111M -$10.9M -9% 4.54% 85.9% 65 12.31% 1.6
Lakehouse Capital
6123
Lakehouse Capital
Australia
$111M -$5.36M -5% 3.02% 87.4% 15 20% 2.4
Worth Financial Advisory Group
6124
Worth Financial Advisory Group
North Carolina
$111M +$3.11M +3% 2.45% 93.3% 127 10.24% 0.6
Sippican Capital Advisors
6125
Sippican Capital Advisors
Massachusetts
$111M +$2.31M +2% 0.38% 81.1% 110 8.18% 5