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)
GreatBanc Trust
6951
GreatBanc Trust
Illinois
$146M – – 6.87% – 76 – 0
Aspetuck Financial Management
6952
Aspetuck Financial Management
Connecticut
$146M +$13.3M +10% 11.7% – 73 4.11% 0.7
William Marsh Rice University
6953
William Marsh Rice University
Texas
$146M +$5.52M +4% 4.06% 1.81% 2 0% 4.8
TABR Capital Management
6954
TABR Capital Management
California
$146M +$29.3M +25% 7.25% – 61 44.26% 0.4
CFP
6955
Comprehensive Financial Planning
Pennsylvania
$146M +$18.9M +15% 9.5% – 357 8.4% 0.7
AIP
6956
Alapocas Investment Partners
Massachusetts
$146M -$10M -6% 5.13% 50% 20 5% 3.4
Stoneridge Investment Partners
6957
Stoneridge Investment Partners
Pennsylvania
$146M +$13M +10% 7.16% 44.2% 157 42.68% 1.5
FWG Investments
6958
FWG Investments
Kentucky
$146M +$14.2M +11% 6.73% – 121 26.45% 0.7
Morgens Waterfall Vintiadis & Co
6959
Morgens Waterfall Vintiadis & Co
New York
$146M +$9.41M +7% 14.8% 594% 29 51.72% 2
FWM
6960
FMA Wealth Management
Massachusetts
$146M +$10.6M +8% 4.88% 40.8% 43 9.3% 1.3
Brightwater Advisory
6961
Brightwater Advisory
Florida
$146M +$6.57M +5% 6.85% – 61 3.28% 1.6
Persistent Asset Partners
6962
Persistent Asset Partners
Hong Kong
$145M +$10.7M +8% 23.4% – 316 67.09% 0.2
Accredited Investor Services
6963
Accredited Investor Services
Minnesota
$145M +$13.2M +10% 7.71% – 77 10.39% 0.5
Fairscale Capital
6964
Fairscale Capital
New Hampshire
$145M +$7.92M +6% 9.75% – 445 0.9% 1
FP
6965
Factorial Partners
New York
$145M +$7.28M +5% 8.53% 88.7% 70 15.71% 3.2
CPR Investments
6966
CPR Investments
Michigan
$145M +$16.5M +13% 8.1% 84% 57 31.58% 0.9
Warner Group
6967
Warner Group
Connecticut
$145M – – 8.42% – 60 – 0
Blodgett Wealth Advisors
6968
Blodgett Wealth Advisors
California
$145M +$17.6M +14% 12.7% 150% 66 10.61% 2.7
IFS
6969
Integrated Financial Solutions
Virginia
$145M +$27.6M +23% 21% – 27 14.81% 0.2
Mork Capital Management
6970
Mork Capital Management
California
$145M +$8.05M +6% 8.24% 61.9% 111 3.6% 3.5
Wildcat Capital Management
6971
Wildcat Capital Management
New York
$145M -$23.2M -14% 21% 77.7% 8 62.5% 2.4
Principia Wealth Advisory
6972
Principia Wealth Advisory
Texas
$145M +$26.9M +23% 17.2% – 1,022 13.01% 0.6
Grantvest Financial Group
6973
Grantvest Financial Group
New Jersey
$145M +$10.1M +8% 4.61% – 157 14.65% 0.6
MWS
6974
MFA Wealth Services
California
$145M +$11.8M +9% 6.28% – 126 12.7% 0.6
Longview Asset Management (New Mexico)
6975
Longview Asset Management (New Mexico)
New Mexico
$145M +$12.5M +9% 6.72% – 60 20% 0.6