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)
FinArc Investments
8126
FinArc Investments
Massachusetts
$104M -$8.07M -7% 1.67% – 59 30.51% 0.2
Birchwood Financial Partners
8127
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 1.55% – 372 11.83% 0.2
Scalar Gauge Management
8128
Scalar Gauge Management
Texas
$104M -$47.9M -32% 25.3% – 48 79.17% 0.3
Reality Financial Planning Services
8129
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 1.26% – 20 0% 0.3
High Point Wealth Management
8130
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 1.13% – 276 19.93% 0.2
Fulcrum Equity Management
8131
Fulcrum Equity Management
Texas
$103M -$995K -1% 1.59% 116% 154 41.56% 1.3
MS
8132
Monetary Solutions
Ohio
$103M +$1.96M +2% 0.91% – 322 3.42% 0.2
Ruggiero Investments
8133
Ruggiero Investments
Florida
$103M -$7.34M -7% 3.13% – 88 22.73% 0.2
Crescent Sterling
8134
Crescent Sterling
Louisiana
$103M +$5.79M +6% 5.59% 68.6% 83 9.64% 2.4
Three Bearings Fiduciary Advisors
8135
Three Bearings Fiduciary Advisors
New Hampshire
$103M -$3.54M -3% 0.07% – 413 20.82% 0.2
Townsend Financial Planning
8136
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 0.82% – 29 10.34% 0.2
MY Wealth Management
8137
MY Wealth Management
Maryland
$103M -$11.4M -10% 1.22% 41.2% 38 34.21% 3
Dalton Investments
8138
Dalton Investments
Nevada
$103M -$31.4M -23% 19.2% 95.1% 21 28.57% 2.9
SVRN Asset Management
8139
SVRN Asset Management
Texas
$103M -$18.1M -15% 0.22% – 43 13.95% 0.3
Alan B. Lancz & Associates
8140
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 1.76% – 141 14.89% 3.1
Generations Wealth LLC
8141
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 0.41% – 30 10% 0.2
Rangeley Capital
8142
Rangeley Capital
Connecticut
$103M -$17.5M -15% 3.19% – 169 46.15% 0.4
EFT
8143
Envision Financial Transparency
North Carolina
$103M – – 0.72% – 56 – 0
Vavra Capital Management
8144
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 1.24% – 24 4.17% 0.2
1015 Capital Partners
8145
1015 Capital Partners
Pennsylvania
$103M +$1.03M +1% 1.08% – 641 8.58% 0.2
Caspian Capital
8146
Caspian Capital
New York
$103M -$48.4M -32% 1.37% – 12 33.33% 1.5
Stoic Point Capital Management
8147
Stoic Point Capital Management
California
$103M -$15.8M -13% 13.9% – 78 37.18% 0.2
PCM
8148
Park Capital Management
Wisconsin
$103M -$37M -27% 2.2% – 99 43.43% 0.9
Olympus Peak Asset Management
8149
Olympus Peak Asset Management
Connecticut
$103M -$195M -65% 8.46% – 1 0% 1.5
ETF Store
8150
ETF Store
Kansas
$103M +$4.65M +5% 0.64% 61% 104 9.62% 2.7