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)
Sheridan Capital Management
6776
Sheridan Capital Management
California
$145M +$7.76M +6% 8.13% – 31 22.58% 1.1
Atala Financial
6777
Atala Financial
California
$145M +$7.65M +6% 14.6% – 476 73.95% 0.5
Pillar Financial Advisors
6778
Pillar Financial Advisors
Kentucky
$145M +$10.6M +8% 6.14% – 111 1.8% 0.5
Vannoy Advisory Group
6779
Vannoy Advisory Group
Texas
$145M +$9.8M +7% 6.95% 52.5% 27 3.7% 1.4
Argosy-Lionbridge Management
6780
Argosy-Lionbridge Management
New York
$145M -$5.23M -3% 4.59% – 13 15.38% 0.4
PWAM
6781
Pinnacle West Asset Management
Wyoming
$145M +$6.2M +4% 7.94% 100% 113 0.88% 2
VFS
6782
Valpey Financial Services
New Hampshire
$145M – – 7.07% – 67 – 0
EntreWealth
6783
EntreWealth
Texas
$145M +$14.5M +11% 6.51% – 68 16.18% 0.4
Christian Investment Advisors
6784
Christian Investment Advisors
Texas
$145M +$744K +0.5% 5.59% – 14 28.57% 0.4
Note Advisors
6785
Note Advisors
New York
$145M +$23.5M +19% 5.72% – 78 10.26% 0.5
Banco de Sabadell
6786
Banco de Sabadell
Florida
$145M +$13M +10% 9.07% 75.1% 65 13.85% 5.2
M3 Advisory Group
6787
M3 Advisory Group
Massachusetts
$145M +$18M +14% 11.6% – 151 11.26% 1.2
SFI Advisors
6788
SFI Advisors
New Jersey
$145M +$9.21M +7% 12.2% 82.9% 79 36.71% 2
Coordinated Financial Services
6789
Coordinated Financial Services
Colorado
$144M +$13.9M +11% 8.15% – 152 11.84% 1
Bluegrass Capital Partners
6790
Bluegrass Capital Partners
Florida
$144M +$27.6M +24% 15.9% 60.1% 12 16.67% 2.5
Challenger Wealth Management
6791
Challenger Wealth Management
California
$144M +$18M +14% 11.4% – 120 18.33% 0.4
ALS
6792
Andrew L. Share
$144M +$7.1M +5% 7.27% 14.8% 13 0% 2
Panoramic Capital Partners
6793
Panoramic Capital Partners
Oregon
$144M +$47.2M +49% 9.99% – 62 20.97% 0.4
Dentgroup
6794
Dentgroup
Louisiana
$144M +$10.8M +8% 7.81% 53.6% 95 18.95% 2.2
Novak & Powell Financial Services
6795
Novak & Powell Financial Services
Florida
$144M -$16.6M -10% 9.4% – 156 8.97% 1.3
Dominguez Wealth Management Solutions
6796
Dominguez Wealth Management Solutions
Virginia
$144M +$7.59M +6% 4.17% 59.7% 62 3.23% 2.2
Axon Enterprise
6797
Axon Enterprise
Arizona
$144M -$30.9M -18% 17.7% – 1 0% 0.5
Wernau Asset Management
6798
Wernau Asset Management
Massachusetts
$144M +$15.9M +12% 5.19% – 49 6.12% 0.5
Brucke Financial
6799
Brucke Financial
Indiana
$144M +$28.7M +25% 10.6% – 148 6.76% 0.5
Del-Sette Capital Management
6800
Del-Sette Capital Management
New York
$144M +$16.5M +13% 12.6% 112% 51 35.29% 1.4