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)
MFG Wealth Management
7401
MFG Wealth Management
Indiana
$105M -$4.49M -4% 1.18% – 68 38.24% 0.2
Sherman Asset Management
7402
Sherman Asset Management
California
$105M -$4.62M -4% 5.63% – 180 17.78% 0.2
Mountaineer Partners Management
7403
Mountaineer Partners Management
New York
$105M -$32.1M -23% 8.09% 129% 17 17.65% 1.9
Red Crane Wealth Management
7404
Red Crane Wealth Management
California
$104M -$1.09M -1% 1.24% – 67 8.96% 0.2
Barrier Capital Management
7405
Barrier Capital Management
California
$104M -$19.5M -16% 7.68% 216% 16 37.5% 0.8
Principia Wealth Advisory
7406
Principia Wealth Advisory
Texas
$104M -$2.13M -2% 2.11% – 923 23.4% 0.2
Ramiah Investment Group
7407
Ramiah Investment Group
Wisconsin
$104M -$5.44M -5% 1.1% 62.2% 61 19.67% 2.8
International Private Wealth Advisors
7408
International Private Wealth Advisors
California
$104M +$3.85M +4% 0.02% 63.4% 165 15.15% 0.8
Runnymede Capital Advisors
7409
Runnymede Capital Advisors
Ohio
$104M -$10.2M -9% 8.43% – 315 14.92% 0.2
Weaver C. Barksdale & Associates
7410
Weaver C. Barksdale & Associates
Tennessee
$104M -$256K -0.2% 2.68% 52.2% 64 6.25% 5.7
Avantra Family Wealth
7411
Avantra Family Wealth
Pennsylvania
$104M -$2.8M -3% 0.44% – 171 23.98% 0.2
HPM
7412
Hudson Portfolio Management
New York
$104M +$2.16M +2% 2.81% – 115 3.48% 2.9
MJT & Associates Financial Advisory
7413
MJT & Associates Financial Advisory
Minnesota
$104M – – 2.99% – 479 – 0
Benningfield Financial Advisors
7414
Benningfield Financial Advisors
California
$104M +$1.89M +2% 1.22% – 16 18.75% 0.2
WealthGarden F.S.
7415
WealthGarden F.S.
California
$104M -$2.95M -3% 1.51% – 134 16.42% 0.6
R.H. Investment Group
7416
R.H. Investment Group
Arizona
$104M -$2.13M -2% 3.44% – 32 9.38% 0.2
HEC
7417
Hudson Executive Capital
New York
$104M -$288M -73% 16.2% 127% 4 25% 4.5
Twin Lions Management
7418
Twin Lions Management
Connecticut
$104M +$921K +0.9% 1.08% – 7 0% 0.3
Caerus Investment Advisors
7419
Caerus Investment Advisors
Texas
$104M -$2.68M -3% 6.03% 85% 32 9.38% 2.3
Lakeshore Capital Group
7420
Lakeshore Capital Group
Illinois
$104M +$37.5M +57% 0.15% – 78 28.21% 0.2
AGH Wealth Advisors
7421
AGH Wealth Advisors
Kansas
$104M -$4.25M -4% 0.52% – 125 14.4% 0.2
SR
7422
Summer Road
Florida
$104M -$16.5M -14% 13.8% 214% 29 27.59% 0.9
Maxele Advisors
7423
Maxele Advisors
Missouri
$103M -$1.33M -1% 2.26% – 100 6% 2.4
MY Wealth Management
7424
MY Wealth Management
Maryland
$103M +$3.21M +3% 0.51% 41.2% 27 7.41% 2.2
Andrew Hill Investment Advisors
7425
Andrew Hill Investment Advisors
Florida
$103M -$31.2M -23% 5.74% 269% 61 44.26% 1.2