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)
Summerhill Capital Management
8101
Summerhill Capital Management
Ontario, Canada
$108M +$12M +12% 8.02% – 17 11.76% 1.4
JMNC
8102
J. Mark Nickell & Co
Tennessee
$108M – – 2.06% – 30 – 0
Winter & Associates
8103
Winter & Associates
Minnesota
$108M – – 2.06% – 82 – 0
TWS
8104
Thomas W. Smith
$108M – – 0.89% – 6 – 9.2
Rubicon Advisors
8105
Rubicon Advisors
California
$108M – – 3.56% – 83 – 0
Clarion Wealth Managment Partners
8106
Clarion Wealth Managment Partners
Virginia
$108M +$6.73M +7% 2.99% – 86 10.47% 0.5
Aldebaran Financial
8107
Aldebaran Financial
$108M +$8.09M +8% 3.44% 89.7% 79 5.06% 5.9
Rosenthal Henry Capital Advisors
8108
Rosenthal Henry Capital Advisors
Indiana
$108M +$3.85M +4% 1.59% 80.2% 40 2.5% 4.1
Merited Wealth
8109
Merited Wealth
Florida
$108M – – 1.58% – 297 – 0
ACA
8110
Alpha Capital Advisors
Maine
$108M – – 1.55% – 33 – 0
DWR Wealth Management
8111
DWR Wealth Management
California
$108M – – 2.04% – 50 – 0
Aureum Wealth Management
8112
Aureum Wealth Management
Florida
$108M – – 1.99% – 49 – 0
Cypress Capital Management (Wyoming)
8113
Cypress Capital Management (Wyoming)
Wyoming
$108M -$726K -0.7% 1.09% 161% 214 19.63% 3.6
Maimon Wealth Management
8114
Maimon Wealth Management
Israel
$108M – – 1.6% – 71 – 0
PCMN
8115
Paradigm Capital Management (Nevada)
Nevada
$108M +$6.72M +7% 3% – 64 7.81% 2.6
Urban Wealth Management
8116
Urban Wealth Management
California
$108M – – 4.84% – 94 – 1.5
LuminArx Capital Management
8117
LuminArx Capital Management
New York
$108M – – 2.26% – 91 – 0
Prospect Financial Group
8118
Prospect Financial Group
Virginia
$108M +$5.14M +5% 2.44% – 63 4.76% 0.9
Ponta Wealth Partners
8119
Ponta Wealth Partners
Florida
$107M – – 4.67% – 115 – 0
Wheels Up Wealth
8120
Wheels Up Wealth
California
$107M – – 1.47% – 25 – 0
Verus Wealth Management
8121
Verus Wealth Management
Wisconsin
$107M +$184K +0.2% 1.87% – 58 17.24% 0.9
Western Reserve Capital Management
8122
Western Reserve Capital Management
Ohio
$107M – – 1.74% – 48 – 0
SJBenen ADVISORY
8123
SJBenen ADVISORY
North Carolina
$107M – – 7.13% – 30 – 0
Financially in Tune
8124
Financially in Tune
Massachusetts
$107M – – 2.9% – 71 – 0
SCC
8125
Seal Cove Capital
California
$107M – – 1.72% – 17 – 0