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)
GWMI
6501
Guardian Wealth Management (Illinois)
Illinois
$169M +$19M +13% 9.89% 98.1% 65 12.31% 2.9
STAR Financial Bank
6502
STAR Financial Bank
Indiana
$169M +$11.4M +7% 5.85% 53.4% 126 19.84% 1.6
Brown University
6503
Brown University
Rhode Island
$169M +$27.1M +19% 1.22% 37.9% 10 30% 2.7
Jones Road Capital Management
6504
Jones Road Capital Management
New York
$169M -$67.4M -28% 9.3% 88.5% 28 39.29% 1.1
Ledgewood Wealth Advisors
6505
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 6.22% 42.8% 76 10.53% 1.4
BVC
6506
Bright Valley Capital
Hong Kong
$169M +$27.3M +19% 7.96% – 17 58.82% 0.4
Anderson Financial Strategies
6507
Anderson Financial Strategies
Ohio
$169M +$12.5M +8% 5.8% – 46 28.26% 0.5
Bush Investment Group
6508
Bush Investment Group
Georgia
$169M +$19.8M +13% 7.92% – 38 7.89% 1.2
Spahn Wealth & Retirement
6509
Spahn Wealth & Retirement
Arizona
$169M +$13.2M +8% 11.3% – 38 13.16% 0.6
PKO BP Bankowy Universal Pension Society
6510
PKO BP Bankowy Universal Pension Society
Poland
$169M +$22.9M +16% 13.1% – 15 26.67% 0.6
Conscious Wealth Investments
6511
Conscious Wealth Investments
Florida
$169M +$12.1M +8% 6.62% – 58 6.9% 1.3
Shearwater Capital
6512
Shearwater Capital
Colorado
$169M +$9.5M +6% 6.62% 74.4% 50 0% 2.9
Ehrlich Financial Group
6513
Ehrlich Financial Group
California
$168M +$14.1M +9% 6.2% 56.2% 118 14.41% 1.1
Foresight Global Investors
6514
Foresight Global Investors
New York
$168M +$27.6M +20% 3.6% 69.9% 35 74.29% 0.5
Ames National Corp
6515
Ames National Corp
Iowa
$168M +$13.8M +9% 6.48% – 69 5.8% 0.7
Blackston Financial Advisory Group
6516
Blackston Financial Advisory Group
Florida
$168M +$8.49M +5% 7.15% 69.1% 122 25.41% 1.3
Note Advisors
6517
Note Advisors
New York
$168M +$23.6M +16% 5.38% – 83 10.84% 0.6
MPWM Advisory Solutions
6518
MPWM Advisory Solutions
Georgia
$168M +$10.1M +6% 6.91% – 547 9.51% 0.7
Independent Order of Foresters
6519
Independent Order of Foresters
Ontario, Canada
$168M +$12.3M +8% 7.91% 66.3% 2 0% 5.5
Optivise Advisory Services
6520
Optivise Advisory Services
Tennessee
$168M -$27.6M -14% 8.12% – 245 36.33% 0.8
Archon Capital Management
6521
Archon Capital Management
Washington
$168M +$45.9M +38% 31.3% 222% 58 37.93% 1.2
Vienna Asset Management
6522
Vienna Asset Management
California
$168M +$22.7M +16% 14.8% – 64 34.38% 1.4
Objectivity Squared
6523
Objectivity Squared
South Carolina
$168M +$22.2M +15% 7.41% – 56 16.07% 1.3
Michael S. Ryan Inc
6524
Michael S. Ryan Inc
New York
$168M +$10.2M +6% 7% 63.3% 59 28.81% 1.3
PTM Wealth Management
6525
PTM Wealth Management
United States
$168M +$16.4M +11% 6.98% – 54 9.26% 0.4