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)
Echo45 Advisors
6476
Echo45 Advisors
California
$171M +$12M +8% 6.35% 53.6% 61 19.67% 2.3
Melfa Wealth Management
6477
Melfa Wealth Management
Massachusetts
$171M +$12.3M +8% 6.59% 42.9% 207 9.18% 2.1
McGinn Penninger Investment Management
6478
McGinn Penninger Investment Management
Virginia
$171M +$12.5M +8% 6.89% 51.9% 39 12.82% 3
SMP
6479
Santa Monica Partners
Florida
$170M -$1.06M -0.6% 0.22% 102% 13 0% 5.6
RF&L Wealth Management
6480
RF&L Wealth Management
Massachusetts
$170M +$15.2M +10% 7.39% 73.8% 61 4.92% 2.4
Insight Inv LLC
6481
Insight Inv LLC
California
$170M +$21.2M +14% 10.2% 139% 121 11.57% 2.8
HIA
6482
Harvest Investment Advisors
Florida
$170M +$14.8M +10% 7.94% 78.3% 59 1.69% 2.1
4J Wealth Management
6483
4J Wealth Management
Virginia
$170M +$22.2M +15% 7.7% 74.7% 98 8.16% 3
Holos Integrated Wealth
6484
Holos Integrated Wealth
Pennsylvania
$170M +$3.64M +2% 4.29% – 311 2.89% 0.7
Binnacle Investments
6485
Binnacle Investments
Iowa
$170M +$16.2M +11% 5.99% – 957 21.11% 0.4
Forest Hill Capital
6486
Forest Hill Capital
Arkansas
$170M +$29M +21% 21.2% 112% 37 2.7% 3.8
Beckerman Institutional
6487
Beckerman Institutional
New Jersey
$170M +$19.3M +13% 6.4% – 118 11.02% 0.8
Monument Group Wealth Advisors
6488
Monument Group Wealth Advisors
Massachusetts
$170M +$11M +7% 7.17% 68.6% 54 16.67% 1.4
Birch Financial Group
6489
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 7.96% – 136 19.12% 0.5
BankPlus Wealth Management
6490
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 6.29% – 109 8.26% 0.7
CNA Financial
6491
CNA Financial
Illinois
$170M -$25.1M -13% 1.71% 48.6% 15 26.67% 1.4
Hara Capital
6492
Hara Capital
Washington
$170M +$8.35M +5% 12.2% 65.4% 341 17.3% 1.2
Attessa Capital
6493
Attessa Capital
Arizona
$170M +$13.4M +9% 6.66% – 39 20.51% 0.6
Ategra Capital Management
6494
Ategra Capital Management
Virginia
$170M +$43.2M +34% 7.41% 114% 27 25.93% 2
Beacon Financial Strategies
6495
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 5.56% 54.2% 42 11.9% 3.2
Camelot Portfolios
6496
Camelot Portfolios
Ohio
$169M +$2.11M +1% 7.06% 41.3% 221 14.48% 3.1
Rockbridge Capital Management
6497
Rockbridge Capital Management
Virginia
$169M -$6.26M -4% 3.59% – 29 6.9% 0.6
Vienna Insurance Group
6498
Vienna Insurance Group
Poland
$169M +$10.3M +6% 14.1% 188% 93 77.42% 2.1
Central Asset Investments & Management Holdings
6499
Central Asset Investments & Management Holdings
Hong Kong
$169M +$26.3M +18% 35.6% 3,210% 67 47.76% 0.8
Tranquilli Financial Advisor
6500
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 5.81% 55.1% 124 12.1% 2.1