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)
TRV GP IV
6401
TRV GP IV
Massachusetts
$163M +$70.5M +76% 150% 1,102% 3 0% 3
Crabel Capital Management
6402
Crabel Capital Management
California
$163M +$70.7M +76% 1.28% 13.9% 52 23.08% 1.3
Stegner Investment Associates
6403
Stegner Investment Associates
Kentucky
$163M +$20.2M +14% 13.2% 84.8% 27 7.41% 3.3
Fidelity D&D Bancorp
6404
Fidelity D&D Bancorp
Pennsylvania
$163M +$11.3M +7% 8.41% 59.6% 113 15.04% 1.7
Echo Wealth Management
6405
Echo Wealth Management
Minnesota
$163M +$15.2M +10% 5.64% 42.9% 50 8% 2.7
Financial Designs
6406
Financial Designs
California
$163M +$19.5M +14% 7.02% 49% 36 47.22% 0.6
Client First Investment Management
6407
Client First Investment Management
Wisconsin
$163M +$15.6M +11% 17.6% 243% 33 78.79% 0.4
Worth Financial Advisory Group
6408
Worth Financial Advisory Group
North Carolina
$163M +$5.52M +4% 12.8% 93.3% 169 20.71% 1.6
Panoramic Investment Advisors
6409
Panoramic Investment Advisors
Colorado
$163M +$14.8M +10% 9.66% – 127 14.17% 1.8
L.K. Benson & Company
6410
L.K. Benson & Company
Maryland
$163M +$18.4M +13% 6.2% – 102 6.86% 0.5
North Ridge Wealth Advisors
6411
North Ridge Wealth Advisors
Oregon
$163M +$13.1M +9% 7.35% 29.5% 182 14.29% 0.8
RiverPark Advisors
6412
RiverPark Advisors
New York
$163M +$34.2M +27% 11.9% 87.5% 139 15.11% 2.6
Gimbal Financial
6413
Gimbal Financial
Indiana
$163M +$51.9M +47% 12.8% – 54 38.89% 1
GraniteShares Advisors
6414
GraniteShares Advisors
New York
$163M +$5.8M +4% 4.87% 86.2% 99 17.17% 1.4
Successful Portfolios
6415
Successful Portfolios
Florida
$163M +$15.6M +11% 10.3% 110% 169 6.51% 4.9
Clark Financial Services Group
6416
Clark Financial Services Group
Missouri
$163M +$18.3M +13% 11.3% 116% 101 6.93% 1.9
Pandora Wealth
6417
Pandora Wealth
Illinois
$163M +$10.6M +7% 10.5% – 309 17.15% 0.2
AGC
6418
Alden Global Capital
Florida
$163M +$68.9M +74% 19.6% 99.8% 25 56% 0.9
Northland Capital Management
6419
Northland Capital Management
Minnesota
$162M +$14.6M +10% 5.18% 37.5% 31 0% 2.3
OxenFree Capital
6420
OxenFree Capital
Florida
$162M +$30.9M +24% 8.92% 56.4% 45 6.67% 1.3
Godshalk Welsh Capital Management
6421
Godshalk Welsh Capital Management
Pennsylvania
$162M +$9.44M +6% 6.96% 61.1% 133 11.28% 6.4
Sebold Capital Management
6422
Sebold Capital Management
Illinois
$162M +$10.2M +7% 7.44% – 81 13.58% 1.9
Nicholson Wealth Management Group
6423
Nicholson Wealth Management Group
South Carolina
$162M +$9.9M +7% 5.76% – 108 6.48% 0.7
Sard Wealth Management Group
6424
Sard Wealth Management Group
Georgia
$162M +$13M +9% 5.02% 51.3% 50 8% 1.3
Center For Asset Management
6425
Center For Asset Management
Florida
$162M -$1.33M -0.8% 8.3% 66.6% 136 12.5% 2.2