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)
Systrade
7276
Systrade
Liechtenstein
$160M +$10.7M +7% 10.2% 152% 14 21.43% 1
Willner & Heller
7277
Willner & Heller
California
$160M +$25.5M +19% 30.8% 131% 172 10.47% 2.9
AMG Asset Management Group
7278
AMG Asset Management Group
Georgia
$160M +$30.8M +24% 21.5% – 94 17.02% 0.3
LDIC Inc
7279
LDIC Inc
$160M – – 10.8% – 25 – 0
Aubrey Capital Management
7280
Aubrey Capital Management
United Kingdom
$160M -$26.5M -14% 30.6% 319% 64 60.94% 0.7
Avant Capital
7281
Avant Capital
Louisiana
$160M +$17.4M +12% 14.1% – 87 13.79% 3
Kagan Cocozza Asset Management
7282
Kagan Cocozza Asset Management
New Jersey
$160M +$17.5M +12% 10.1% – 70 5.71% 1.3
Papamarkou Wellner Asset Management
7283
Papamarkou Wellner Asset Management
New York
$159M -$4.27M -3% 9.08% – 91 23.08% 1.2
Sagace Wealth Management
7284
Sagace Wealth Management
Florida
$159M +$10.2M +7% 7.94% – 72 4.17% 1.4
Clark & Stuart Inc
7285
Clark & Stuart Inc
Maine
$159M +$11M +7% 9.09% – 57 14.04% 1.2
Center for Wealth Management Advisory
7286
Center for Wealth Management Advisory
Ohio
$159M +$20.4M +15% 18.4% – 68 17.65% 0.4
Round Hill Asset Management
7287
Round Hill Asset Management
California
$159M +$6.58M +4% 5.63% 43.2% 63 3.17% 5.7
ABS Investment Management
7288
ABS Investment Management
Connecticut
$159M – – 29% – 111 – 0
ABS Direct Equity Fund
7289
ABS Direct Equity Fund
Connecticut
$159M +$28.3M +22% 29% – 151 54.3% 0.4
Constant Guidance Financial
7290
Constant Guidance Financial
Massachusetts
$159M +$14.6M +10% 9.26% 79.6% 75 54.67% 0.6
Argosy-Lionbridge Management
7291
Argosy-Lionbridge Management
New York
$159M +$16.6M +12% 9.04% – 21 38.1% 0.5
46 Peaks LLC
7292
46 Peaks LLC
Pennsylvania
$159M +$21.7M +16% 9.97% – 30 30% 0.4
Opulen Financial Group
7293
Opulen Financial Group
Virginia
$159M +$16.9M +12% 12.2% – 120 8.33% 1.2
SWM
7294
SpringVest Wealth Management
Texas
$159M +$12.6M +9% 7.52% – 76 14.47% 1.2
JAIC
7295
Josh Arnold Investment Consultant
Minnesota
$159M +$42M +36% 108% 272% 25 64% 0.7
Marvin & Palmer Associates
7296
Marvin & Palmer Associates
Delaware
$159M +$75.4M +90% 46.2% 392% 37 67.57% 0.4
Morrissey Wealth Management
7297
Morrissey Wealth Management
Connecticut
$159M – – 9.73% – 30 – 0
Jacobs Asset Management
7298
Jacobs Asset Management
New York
$159M -$8.14M -5% 13.6% 114% 31 35.48% 2.5
JWM
7299
JP Wealth Management
South Carolina
$159M +$11.4M +8% 13% – 15 6.67% 1.3
Comprehensive Money Management Services
7300
Comprehensive Money Management Services
Florida
$159M +$6.41M +4% 3.91% – 207 10.14% 1.3