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)
Sage Investment Advisers
7576
Sage Investment Advisers
New York
$133M – – 3.54% – 86 – 2.3
Orcam Financial Group
7577
Orcam Financial Group
California
$133M +$9.5M +8% 1.66% 40% 59 8.47% 2.3
Intrinsic Value Partners
7578
Intrinsic Value Partners
Arizona
$133M +$9.8M +8% 6.75% 126% 70 5.71% 2.7
Raffles Associates
7579
Raffles Associates
New York
$133M +$25.9M +24% 1.67% 50% 62 33.87% 2.8
Dorato Capital Management
7580
Dorato Capital Management
Colorado
$133M – – 1.56% – 256 – 0
Collier Financial
7581
Collier Financial
Colorado
$133M +$168K +0.1% 1.36% – 135 6.67% 0.9
AGH Wealth Advisors
7582
AGH Wealth Advisors
Kansas
$133M -$3.32M -2% 3.53% – 128 13.28% 0.9
Gilbert Capital Group
7583
Gilbert Capital Group
Maine
$133M +$3.76M +3% 2.55% – 58 20.69% 0.4
Lionshead Wealth Management
7584
Lionshead Wealth Management
New York
$133M +$6.96M +6% 2.26% – 109 8.26% 0.8
Westwood Wealth Management
7585
Westwood Wealth Management
California
$133M -$140M -51% 2.26% 495% 134 86.57% 0.5
Joel Adams & Associates
7586
Joel Adams & Associates
North Carolina
$133M +$9.05M +7% 1.78% – 66 9.09% 0.9
Legacy Advisory Services
7587
Legacy Advisory Services
Pennsylvania
$133M +$180K +0.1% 1.22% 59.4% 52 5.77% 1.5
Demming Financial Services
7588
Demming Financial Services
Ohio
$133M – – 3.2% – 35 – 0
Lexington Hill Partners
7589
Lexington Hill Partners
Texas
$133M – – 2.32% – 67 – 0
SIM
7590
Summitas Investment Management
Texas
$133M – – 3.72% – 10 – 0
Farnam Financial
7591
Farnam Financial
Arizona
$133M +$4.18M +3% 1.87% – 55 10.91% 1
Williams & Novak
7592
Williams & Novak
California
$133M +$2.84M +2% 4.34% 61.6% 159 23.27% 1.2
Topor & Co Korea
7593
Topor & Co Korea
$133M – – 2.76% – 15 – 0
Rainier Family Wealth
7594
Rainier Family Wealth
Washington
$133M +$20.5M +18% 2.36% – 93 25.81% 0.7
Somerset Group
7595
Somerset Group
Minnesota
$133M +$6.46M +5% 5.19% 84.6% 64 14.06% 7.3
Sunrise Financial Services
7596
Sunrise Financial Services
Washington
$133M – – 1.78% – 532 – 0
Stanich Group
7597
Stanich Group
New York
$133M -$30.7M -19% 2.32% – 59 25.42% 0.8
Boreal Capital Management
7598
Boreal Capital Management
Florida
$133M +$8.39M +7% 1.33% – 535 12.34% 0.4
Fairway Financial
7599
Fairway Financial
Florida
$132M +$5.63M +4% 1.28% – 22 0% 1
Atlantic Family Wealth
7600
Atlantic Family Wealth
Florida
$132M +$3.02M +2% 0.83% – 57 7.02% 0.8