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)
Stegent Equity Advisors
6126
Stegent Equity Advisors
Texas
$123M – – 4.13% 96.4% 100 – 0
Paladin Advisory Group
6127
Paladin Advisory Group
Iowa
$123M – – – 71.9% 278 – 0
SCC
6128
Steel Canyon Capital
Arizona
$123M -$7.04M -5% 4.28% 62.8% 24 12.5% 1.3
CWMGP
6129
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$123M – – 9.57% 85.4% 80 – 0
McDonough Capital Management
6130
McDonough Capital Management
Florida
$123M – – 9.93% 98.1% 41 – 0
ASA
6131
Armstrong Shaw Associates
Connecticut
$123M +$8.57M +7% 11.8% 51.2% 44 6.82% 4.9
Operose Advisors
6132
Operose Advisors
Wisconsin
$123M – – 6.8% 68.8% 304 – 0
Alliance Wealth Advisors (Pennsylvania)
6133
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$123M +$9.9M +9% 8.59% 74.4% 121 7.44% 0.9
Henrickson Nauta Wealth Advisors
6134
Henrickson Nauta Wealth Advisors
Michigan
$123M – – 6.7% 61.6% 316 – 0
Surience Private Wealth
6135
Surience Private Wealth
Washington
$123M – – 12.7% 169% 23 – 0
Draper Asset Management
6136
Draper Asset Management
New York
$123M +$16.1M +15% 16.2% 187% 67 44.78% 0.6
Peterson Financial Group
6137
Peterson Financial Group
Iowa
$123M – – 11.9% 32.4% 79 – 0
Graham Capital Wealth Management
6138
Graham Capital Wealth Management
District of Columbia
$122M – – 4.61% 50.6% 118 – 0
Accurate Wealth Management
6139
Accurate Wealth Management
Florida
$122M +$7.52M +7% 9.58% 101% 144 6.94% 0.4
Caxton Corporation
6140
Caxton Corporation
New Jersey
$122M -$1.06M -0.9% 2.6% 512% 57 12.28% 1.2
Defined Wealth Management
6141
Defined Wealth Management
Oregon
$122M +$9.5M +8% 8.35% 78.1% 96 6.25% 0.9
Weinberger Asset Management
6142
Weinberger Asset Management
California
$122M – – 8.48% 89.6% 35 – 0
Financial Futures
6143
Financial Futures
New Jersey
$122M – – 5.24% 48.5% 52 – 0
Menard Financial Group
6144
Menard Financial Group
Texas
$122M +$7.9M +7% 11.4% 141% 175 28% 0.9
LJCM
6145
Lee Johnson Capital Management
Texas
$122M – – 11.3% 118% 69 – 0
Paragon Financial Partners
6146
Paragon Financial Partners
California
$122M – – 10.3% 90.6% 86 – 0
Axiom Advisory
6147
Axiom Advisory
California
$122M – – 5.25% 16.4% 32 – 0
Robinson Value Management
6148
Robinson Value Management
Texas
$122M +$9.7M +9% 8.56% 79.3% 116 45.69% 2.6
Orca Investment Management
6149
Orca Investment Management
Oregon
$122M +$7.43M +7% 8.41% 139% 66 12.12% 4.6
Nierenberg Investment Management Company
6150
Nierenberg Investment Management Company
Washington
$122M -$7.38M -6% 5.55% 135% 40 7.5% 0.9