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)
Main Line Retirement Advisors
6326
Main Line Retirement Advisors
Montana
$146M +$15.2M +12% 6.08% 47.6% 37 5.41% 1.1
Everstar Asset Management
6327
Everstar Asset Management
North Carolina
$146M – – 7.64% – 194 – 0
Spectrum Investment Advisors
6328
Spectrum Investment Advisors
Wisconsin
$146M +$9.2M +7% 5.78% – 27 7.41% 0.6
PVAMC
6329
PPS&V Asset Management Consultants
Michigan
$146M +$6.19M +4% 5.76% 80.7% 39 5.13% 1.6
Affinity Investment Advisors
6330
Affinity Investment Advisors
California
$146M +$12.6M +9% 9.22% 189% 139 17.99% 3.2
Summerhill Capital Management
6331
Summerhill Capital Management
Ontario, Canada
$146M +$4.5M +3% 9.51% – 20 0% 0.5
Omni 360 Wealth
6332
Omni 360 Wealth
New Jersey
$146M +$13.9M +11% 6.21% 59.9% 111 5.41% 0.7
Cedar Point Capital Partners
6333
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 5.4% – 65 18.46% 0.6
Equinox Partners Investment Management
6334
Equinox Partners Investment Management
Connecticut
$146M -$9.7M -6% 10.5% 241% 9 0% 2.4
Gunn & Company Investment Management
6335
Gunn & Company Investment Management
Florida
$145M -$1.54B -91% 7.51% – 146 59.59% 0.9
Conscious Wealth Investments
6336
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 6.58% – 50 6% 0.7
Clay Northam Wealth Management
6337
Clay Northam Wealth Management
California
$145M +$13.4M +10% 4.74% 125% 94 9.57% 1.9
McDonough Capital Management
6338
McDonough Capital Management
Florida
$145M +$7.88M +6% 4.87% 98.1% 47 8.51% 2.3
MPM Asset Management
6339
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 0.48% 5.89% 6 0% 3.3
Mills Wealth Advisors
6340
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 4.55% 37.9% 59 16.95% 1.3
Wilson & Boucher Capital Management
6341
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 6.59% 69.8% 120 10.83% 2.2
AIM
6342
AHL Investment Management
Florida
$145M +$8.63M +6% 7.4% 57.7% 69 7.25% 2.2
Shearwater Capital
6343
Shearwater Capital
Colorado
$145M +$8.85M +7% 6.35% 74.4% 48 12.5% 2.1
Hofer & Associates
6344
Hofer & Associates
California
$145M +$16M +12% 4.91% 61.7% 60 6.67% 2
Legend Financial Advisors
6345
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 6.44% 117% 295 47.46% 1.8
King Street Capital Management
6346
King Street Capital Management
New York
$145M +$65.3M +82% 41.8% 140% 10 40% 0.5
ROI Financial Advisors
6347
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 5.27% 165% 69 14.49% 0.7
Panoramic Investment Advisors
6348
Panoramic Investment Advisors
Colorado
$145M – – 5.28% – 118 – 1.3
Taylor Financial Group
6349
Taylor Financial Group
Virginia
$145M +$14.6M +11% 9.33% – 100 10% 0.7
Lantern Wealth Advisors
6350
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 7.05% – 135 9.63% 0.7