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)
IMT
8151
Investment Management Trust
Massachusetts
$103M – – 1.18% – 81 – 0
Platt Wealth Management
8152
Platt Wealth Management
California
$103M +$1.69M +2% 2.52% – 50 12% 0.2
Vision Financial Markets
8153
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 1.52% – 440 10.45% 1
Courant Investment Management
8154
Courant Investment Management
Tennessee
$102M -$8.19M -7% 10.5% 35.2% 7 14.29% 4.1
Figure 8 Investment Strategies
8155
Figure 8 Investment Strategies
Idaho
$102M -$9.9M -9% 0.17% – 64 15.63% 1
Redwood Family Wealth
8156
Redwood Family Wealth
Texas
$102M +$633K +0.6% 6.36% – 116 19.83% 0.2
HighRoad Wealth Advisors
8157
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 2.26% – 38 10.53% 0.2
ML
8158
MILFAM LLC
Florida
$102M – – 2.15% – 8 – 0
Valued Retirements
8159
Valued Retirements
Texas
$102M +$41.8K +0% 2.45% – 99 16.16% 1.6
Parsonex Advisory Services
8160
Parsonex Advisory Services
Colorado
$102M -$54.6M -35% 9.53% – 100 45% 0.7
Rosenthal Henry Capital Advisors
8161
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 0.41% 80.2% 42 4.76% 4.2
Framtiden Holdings Management
8162
Framtiden Holdings Management
Illinois
$102M +$9.9M +11% 4.36% – 6 0% 0.3
Stembrook Asset Management
8163
Stembrook Asset Management
New Jersey
$102M -$3.73M -4% 3.05% – 50 8% 0.2
LIC
8164
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 9.64% 14.1% 46 6.52% 3.3
Piper Sandler & Co
8165
Piper Sandler & Co
Minnesota
$102M -$39.2M -28% 0.05% 0.05% 20 0% 0.4
Independent Order of Foresters
8166
Independent Order of Foresters
Ontario, Canada
$102M -$69.9M -41% 4.28% 66.3% 2 0% 6
Brown University
8167
Brown University
Rhode Island
$102M -$40.7M -29% 20.6% 37.9% 12 25% 2.3
Marble Bar Asset Management LLP
8168
Marble Bar Asset Management LLP
$102M +$97.5M +2,261% 0.16% – 34 76.47% 0.1
Fundamenta Capital
8169
Fundamenta Capital
$102M +$14.6M +17% 14% – 10 70% 0.1
Blom & Howell Financial Planning
8170
Blom & Howell Financial Planning
California
$102M +$1.21M +1% 1.27% – 64 7.81% 0.2
IWA
8171
Independent Wealth Advisors
North Carolina
$102M +$6.01M +6% 0.46% – 71 12.68% 0.2
OFC Financial Planning
8172
OFC Financial Planning
New Jersey
$102M -$3.57M -3% 2.27% – 57 1.75% 1.2
JMN Financial
8173
JMN Financial
Ohio
$102M +$1.45M +1% 3.24% – 242 42.15% 0.2
GIA
8174
Gem Investment Advisors
New Jersey
$102M -$3.82M -4% 5.08% – 37 18.92% 0.2
Wisconsin Wealth Advisors
8175
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 1.92% – 87 5.75% 1