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)
NSG
6601
Nalls Sherbakoff Group
Tennessee
$112M +$9.55M +9% 10.7% – 491 11.81% 3
DSN
6602
D. Scott Neal
Kentucky
$112M -$4.74M -4% 13.6% 105% 67 19.4% 3.2
NU
6603
Northwestern University
Illinois
$112M -$17.1M -13% 0.63% 31.6% 7 14.29% 2.3
CAM
6604
Chesapeake Asset Management
New York
$112M +$9M +9% 11.7% 153% 468 25% 1.4
SPWG
6605
Sage Private Wealth Group
Illinois
$112M +$39.5M +54% 9.39% 67.4% 62 24.19% 1.8
NA
6606
NVP Associates
California
$112M +$395K +0.4% 44.4% 953% 8 25% 1
CE
6607
Cornerstone Enterprises
Wisconsin
$112M – – 8.79% 84.1% 25 – 0
CPIM
6608
Coalescence Partners Investment Management
New York
$112M – – 18% – 19 – 0.1
APW
6609
Atlantic Private Wealth
North Carolina
$112M +$12.9M +13% 8.72% 55.7% 121 19.01% 0.9
MI
6610
Motiv8 Investments
Florida
$112M – – 8.6% – 96 – 0
FWMM
6611
Foundation Wealth Management (Missouri)
Missouri
$112M +$11.8M +12% 10% 64% 41 21.95% 0.9
RG
6612
Richelieu Gestion
France
$112M +$4.15M +4% 12.5% – 86 30.23% 1
LFA
6613
Livelsberger Financial Advisory
Ohio
$112M – – 1.44% – 462 – 0
NCMW
6614
Northern Capital Management (Washington)
Washington
$112M +$4.66M +4% 12.2% 80% 39 28.21% 2.4
NCPI
6615
NewView Capital Partners I
California
$112M +$29.8M +36% 41% 20.8% 3 0% 1.8
BOM
6616
Bank of Marin
California
$112M +$8.97M +9% 12.3% 80.3% 121 6.61% 2.9
SA
6617
SRN Advisors
Pennsylvania
$111M +$10.6M +10% 27.5% 146% 117 49.57% 1.6
OFA
6618
Oaktree Fund Advisors
California
$111M +$11.7M +12% 13% 132% 46 15.22% 1
UL
6619
Unionview LLC
Washington
$111M +$5.56M +5% 12.1% 21.2% 86 8.14% 1.6
PCC
6620
Park Circle Company
Maryland
$111M +$4.65M +4% 10.3% 70.5% 124 20.97% 3.2
AE
6621
AMH Equity
New York
$111M +$20.4M +22% 5.87% 267% 46 56.52% 0.5
NJIM
6622
Nabity-Jensen Investment Management
Nebraska
$111M – – 11% – 79 – 0
SWA
6623
Safir Wealth Advisors
New Hampshire
$111M +$7.75M +7% 9% 52.1% 16 12.5% 2.4
PWM
6624
Peterson Wealth Management
Nevada
$111M -$10.4M -9% 12.3% 78% 63 22.22% 1.9
S
6625
Systrade
Liechtenstein
$111M -$4.42M -4% 27.6% 152% 9 66.67% 0.5