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)
Disciplined Equity Management
6251
Disciplined Equity Management
Florida
$184M +$13.4M +8% 6.86% 72.3% 69 26.09% 2.6
Clarity Capital Advisors
6252
Clarity Capital Advisors
Florida
$184M +$12.2M +7% 6.34% 57.9% 87 0% 1.6
Destiny Capital
6253
Destiny Capital
Colorado
$183M +$17.6M +11% 6.57% 60.5% 53 13.21% 2.2
LFWA
6254
LBJ Family Wealth Advisors
Texas
$183M +$11.5M +7% 7.24% 64.9% 29 6.9% 7
Brueske Advisory Services
6255
Brueske Advisory Services
Washington
$183M +$36.3M +25% 5.6% – 69 17.39% 0.6
BlackDiamond Wealth Management
6256
BlackDiamond Wealth Management
New York
$183M +$10M +6% 7.61% 70.8% 179 10.61% 1.8
Crystal Rock Capital Management
6257
Crystal Rock Capital Management
Illinois
$183M +$9.8M +6% 7.34% 164% 33 21.21% 4.9
Cassia Capital Partners
6258
Cassia Capital Partners
North Carolina
$183M +$16.9M +10% 5.6% 55% 60 6.67% 2.6
ViaWealth
6259
ViaWealth
Kansas
$183M +$13.9M +8% 8.03% 77.2% 159 6.92% 2.2
Viewpoint Investment Partners
6260
Viewpoint Investment Partners
Alberta, Canada
$183M +$270K +0.1% 4.03% 38.4% 36 2.78% 1.1
Signature Resources Capital Management
6261
Signature Resources Capital Management
California
$183M +$18.2M +11% 6.9% 67.8% 562 12.63% 1.2
Quantedge Capital
6262
Quantedge Capital
Singapore
$183M +$73.5M +67% 20% 110% 92 58.7% 1.2
Jacobs Asset Management
6263
Jacobs Asset Management
New York
$183M +$7.24M +4% 6.49% 114% 39 43.59% 2.1
Kaufman Rossin Wealth
6264
Kaufman Rossin Wealth
Florida
$183M +$24.7M +16% 9.72% – 181 37.57% 0.4
Absoluto Partners Gestao de Recursos
6265
Absoluto Partners Gestao de Recursos
Brazil
$183M +$18.6M +11% 10.3% 78.7% 37 29.73% 1.6
Foresite Capital Management IV
6266
Foresite Capital Management IV
California
$183M +$58.8M +48% 53.1% 151% 7 28.57% 1.8
Heronetta Management
6267
Heronetta Management
New York
$183M +$3.07M +2% 1.05% 59.7% 25 0% 7.3
Baron Financial Group
6268
Baron Financial Group
New Jersey
$183M +$12.1M +7% 6.85% 55.5% 51 5.88% 4
Barnes Pettey Financial Advisors
6269
Barnes Pettey Financial Advisors
Mississippi
$182M +$32.8M +22% 7.82% 79.7% 128 15.63% 2.2
Victrix Investment Advisors
6270
Victrix Investment Advisors
Florida
$182M -$43.5M -19% 11.2% – 105 35.24% 0.7
Masterton Capital Management
6271
Masterton Capital Management
New York
$182M +$17M +10% 2.15% 1.94% 30 63.33% 0.8
Stegner Investment Associates
6272
Stegner Investment Associates
Kentucky
$182M +$19.2M +12% 7.83% 84.8% 34 23.53% 2.7
NED
6273
Nancy E. Dempze
$182M +$8.69M +5% 6.15% 83.1% 93 8.6% 4.1
Tower Wealth Partners
6274
Tower Wealth Partners
Pennsylvania
$182M +$12.9M +8% 7.03% 53.7% 96 16.67% 2.1
PWP
6275
Pursue Wealth Partners
California
$182M +$6.07M +3% 11.9% 108% 120 16.67% 2.1