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)
4D Advisors
6926
4D Advisors
California
$158M -$24.7M -14% 25.3% – 54 68.52% 0.4
Dougherty Wealth Advisers
6927
Dougherty Wealth Advisers
Minnesota
$158M -$19.3M -11% 1.69% 76.1% 126 21.43% 4.8
Sarissa Capital Management
6928
Sarissa Capital Management
Connecticut
$158M -$65.3M -29% 6.75% 80% 9 0% 3.8
FWG Investments
6929
FWG Investments
Kentucky
$157M +$397K +0.3% 2.89% 67.5% 125 17.6% 1
Providence Wealth Advisors
6930
Providence Wealth Advisors
Illinois
$157M -$2.74M -2% 1.59% 121% 89 12.36% 5.5
Livet Wealth
6931
Livet Wealth
Utah
$157M -$5.04M -3% 0.41% – 129 19.38% 0.2
CF
6932
CDC Financial
Illinois
$157M -$56.4M -26% 5.78% – 56 41.07% 0.2
Henson-Edgewater Management
6933
Henson-Edgewater Management
Ohio
$157M -$12M -7% 5.17% – 67 4.48% 0.2
Syntax Research
6934
Syntax Research
Florida
$157M -$4.99M -3% 3.4% 50.7% 180 7.22% 2.1
BRWM
6935
Blue Rock Wealth Management
North Carolina
$157M -$3.84M -2% 3.21% – 113 15.93% 1
Seros Financial
6936
Seros Financial
Arizona
$157M -$13.4M -8% 2.04% – 67 22.39% 1
AlpenGlobal Capital
6937
AlpenGlobal Capital
California
$157M – – 8.3% – 36 – 1
EP
6938
Elkhorn Partners
Nebraska
$157M -$1.25M -0.8% 1.44% 32.2% 59 33.9% 4.4
Turning Point Benefit Group
6939
Turning Point Benefit Group
Maryland
$157M -$34.4M -18% 2.32% – 849 89.05% 1
Certior Financial Group
6940
Certior Financial Group
Pennsylvania
$157M +$8.96M +6% 1.25% – 145 19.31% 1
IMG Wealth Management
6941
IMG Wealth Management
Florida
$157M -$595K -0.4% 0.8% – 629 26.39% 0.8
BIO
6942
Blue Investment Opportunities
Florida
$157M -$11M -7% 0.67% – 1 0% 1
Affinity Wealth
6943
Affinity Wealth
Ohio
$157M +$10.6M +7% 2.01% – 82 75.61% 0.8
AmeriServ Wealth Advisors
6944
AmeriServ Wealth Advisors
Pennsylvania
$157M -$15.4M -9% 2.41% – 62 9.68% 3.5
Columbia Advisory Partners
6945
Columbia Advisory Partners
Washington
$157M +$9.9M +7% 1.1% 69.7% 107 29.91% 1.6
A.D. Beadell Investment Counsel
6946
A.D. Beadell Investment Counsel
Wisconsin
$157M +$2.64M +2% 6.47% 83.3% 108 15.74% 4.7
First National Bank of Hutchinson
6947
First National Bank of Hutchinson
Kansas
$157M -$14.1M -8% 1.07% 121% 99 25.25% 4.6
DIS
6948
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 9.11% 93.8% 56 12.5% 5.2
Cultivar Capital
6949
Cultivar Capital
Texas
$156M +$266K +0.2% 4.45% 38.3% 50 22% 1.4
Lakewood Asset Management
6950
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 3.19% 69.3% 112 10.71% 2.6