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)
Stoic Point Capital Management
8076
Stoic Point Capital Management
California
$121M +$17.9M +17% 11.5% – 78 30.77% 0.3
Roan Capital Partners
8077
Roan Capital Partners
Tennessee
$121M +$12.3M +11% 8.34% – 89 25.84% 0.2
KDK Private Wealth Management
8078
KDK Private Wealth Management
Texas
$121M +$11.3M +10% 9.05% – 62 11.29% 1.4
Mission Financial Group
8079
Mission Financial Group
Nevada
$121M – – 13.5% – 158 – 3.3
Viaable
8080
Viaable
Pennsylvania
$121M – – 2.91% – 36 – 0
Morangie Management
8081
Morangie Management
Florida
$120M +$11.8M +11% 15.3% – 35 5.71% 1.3
Helium Advisors
8082
Helium Advisors
Washington
$120M +$15.3M +15% 15.1% – 110 18.18% 1
Mirabaud Asset Management
8083
Mirabaud Asset Management
United Kingdom
$120M -$1.16M -1% 25.5% – 53 47.17% 1.2
RHL Group
8084
RHL Group
Michigan
$120M +$3.1M +3% 15.9% – 297 28.96% 0.3
Blom & Howell Financial Planning
8085
Blom & Howell Financial Planning
California
$120M +$18.2M +18% 16.3% – 67 8.96% 0.4
PC
8086
Payne Capital
Oregon
$120M +$11.1M +10% 11.1% – 59 6.78% 0.6
Blue Line Capital
8087
Blue Line Capital
Illinois
$120M +$31.5M +36% 30.3% – 98 40.82% 0.3
Investment Management Corporation
8088
Investment Management Corporation
Virginia
$120M +$3.37M +3% 11.2% – 56 17.86% 1.1
January Capital Advisors
8089
January Capital Advisors
California
$120M +$45.5M +61% 13.1% – 58 15.52% 1.4
Cypress Capital Management (Wyoming)
8090
Cypress Capital Management (Wyoming)
Wyoming
$120M +$11.5M +11% 13.6% 161% 220 10% 3.8
Grand Central Investment Group
8091
Grand Central Investment Group
Florida
$120M -$15.6M -12% 8.09% – 45 13.33% 3.2
ETF Store
8092
ETF Store
Kansas
$120M +$16.9M +16% 11.6% 61% 119 20.17% 2.6
Heffernan Advisory
8093
Heffernan Advisory
Arizona
$120M +$11.7M +11% 9.52% – 43 44.19% 0.3
Mann Financial Group
8094
Mann Financial Group
Minnesota
$120M +$13.3M +13% 10.8% – 35 14.29% 0.7
Baer Investment Advisory
8095
Baer Investment Advisory
California
$119M +$19.4M +19% 15.5% – 43 11.63% 0.9
1015 Capital Partners
8096
1015 Capital Partners
Pennsylvania
$119M +$16.5M +16% 20.8% – 630 8.57% 0.5
Ankerstar Wealth
8097
Ankerstar Wealth
Texas
$119M +$24.5M +26% 9.27% – 1,068 17.88% 0.4
Red Mountain Financial
8098
Red Mountain Financial
Colorado
$119M +$13M +12% 7.21% – 88 17.05% 1.8
DBK Financial Counsel
8099
DBK Financial Counsel
Ohio
$119M -$12.9M -10% 12% 58.1% 61 11.48% 3.1
Bannerstone Capital Management
8100
Bannerstone Capital Management
Minnesota
$119M +$11.5M +11% 36.5% – 127 34.65% 0.3