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)
IP
6176
Isomer Partners
New York
$144M -$77.2M -35% 11.9% 57.2% 14 42.86% 2.1
Mad River Investors
6177
Mad River Investors
Massachusetts
$144M +$36.3M +34% 17.5% 169% 29 17.24% 3.5
Diamant Asset Management
6178
Diamant Asset Management
Connecticut
$144M +$9.06M +7% 7.31% 66.9% 73 6.85% 4.7
Planning Directions
6179
Planning Directions
Pennsylvania
$144M +$3.75M +3% 5.58% 46.3% 80 18.75% 2.8
Lederer & Associates Investment Counsel
6180
Lederer & Associates Investment Counsel
California
$144M +$8.84M +7% 9.78% 92.7% 89 2.25% 5.4
EJF Capital
6181
EJF Capital
Virginia
$144M -$47.4M -25% 0.8% 127% 102 16.67% 1.9
Meadow Creek Wealth Advisors
6182
Meadow Creek Wealth Advisors
Georgia
$144M +$40.9M +40% 11.9% 101% 132 23.48% 2.2
Meritas Wealth Management
6183
Meritas Wealth Management
California
$144M +$10.3M +8% 4.44% 69.4% 53 13.21% 1
Family Capital Management
6184
Family Capital Management
Michigan
$143M +$2.42M +2% 9.87% 78.7% 77 14.29% 1
Destiny Capital
6185
Destiny Capital
Colorado
$143M +$203K +0.1% 5.79% 60.5% 50 10% 1.1
Northern Capital Management (Washington)
6186
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 9.26% 90.9% 38 21.05% 2.1
Beacon Financial Planning
6187
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 8.49% 74.3% 36 5.56% 0.9
Three Seasons Wealth
6188
Three Seasons Wealth
Utah
$143M +$29.2M +26% 15.1% 169% 94 26.6% 0.4
Northland Capital Management
6189
Northland Capital Management
Minnesota
$143M -$6.68M -4% 3.83% 37.5% 32 3.13% 1.3
Clarus Group
6190
Clarus Group
Texas
$143M +$10.7M +8% 9.79% 67.5% 109 8.26% 2.1
SWP Financial
6191
SWP Financial
California
$143M +$13.9M +11% 5.35% 58.4% 49 12.24% 0.2
MSCM
6192
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 8.11% 53.1% 2 0% 1.3
Greycroft
6193
Greycroft
New York
$143M -$3.04M -2% 2.5% 20% 8 37.5% 0.8
Client First Capital
6194
Client First Capital
California
$143M +$5.12M +4% 7.05% 54.6% 24 54.17% 1.4
EIM
6195
Ervin Investment Management
Washington
$143M +$11.9M +9% 10.3% 92.9% 37 8.11% 1.9
HAM
6196
Hedges Asset Management
Nevada
$143M +$14.7M +11% 7.42% – 117 12.82% 1.8
Avondale Wealth Management
6197
Avondale Wealth Management
Texas
$143M +$18.5M +15% 8.59% 83.8% 126 9.52% 2.9
Partnership Wealth Management
6198
Partnership Wealth Management
Maryland
$143M +$10M +8% 7.71% 67.6% 212 1.89% 0.2
Farrow Financial
6199
Farrow Financial
Vermont
$143M +$9.7M +7% 7.47% 79.9% 53 3.77% 0.2
RWIA
6200
Roger Wittlin Investment Advisory
California
$143M +$7.24M +5% 6.67% 61.3% 50 26% 1.1