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)
Ally Bridge Group
8201
Ally Bridge Group
New York
$113M -$10.7M -9% 16% 844% 39 66.67% 0.4
Invested Advisors
8202
Invested Advisors
Pennsylvania
$113M +$14M +14% 11.9% – 162 20.99% 0.5
Lotus Asset Management
8203
Lotus Asset Management
Tennessee
$113M – – 15.9% – 43 – 0
Clear Point Advisors
8204
Clear Point Advisors
New York
$113M -$16.2M -13% 10.2% 56.7% 132 72.73% 0.8
Objective Capital Management
8205
Objective Capital Management
Ohio
$113M +$13.5M +14% 14% – 109 18.35% 2.5
Ark Wealth Advisors
8206
Ark Wealth Advisors
California
$113M +$11.7M +12% 13% – 89 12.36% 0.4
TWS
8207
Thomas W. Smith
$113M +$11.4M +11% 41.9% – 5 0% 9.9
OFC Financial Planning
8208
OFC Financial Planning
New Jersey
$113M +$10.8M +11% 12.8% – 60 13.33% 1.4
Arbor Wealth Management (Arizona)
8209
Arbor Wealth Management (Arizona)
Arizona
$113M +$11.1M +11% 10.6% – 26 15.38% 0.4
Broyhill Asset Management
8210
Broyhill Asset Management
North Carolina
$112M +$4.24M +4% 8.5% – 80 11.25% 1.1
Measured Risk Portfolios
8211
Measured Risk Portfolios
California
$112M +$21M +23% 7.5% – 69 13.04% 1.3
ASCM
8212
Adkins Seale Capital Management
Louisiana
$112M +$11.1M +11% 13.9% – 238 5.46% 0.5
Vericrest Private Wealth
8213
Vericrest Private Wealth
Pennsylvania
$112M +$905K +0.8% 11.9% – 46 19.57% 2.3
Teucrium Investment Advisors
8214
Teucrium Investment Advisors
Vermont
$112M -$16.6M -13% 18.3% – 68 69.12% 0.2
Chicago Capital Management
8215
Chicago Capital Management
Illinois
$112M -$8.41M -7% 18.9% 270% 37 56.76% 0.4
Emergence GP Partners
8216
Emergence GP Partners
California
$112M +$800K +0.7% 0.9% – 4 0% 3.4
DWM Financial Group
8217
DWM Financial Group
Illinois
$112M – – 4.32% – 40 – 1.1
HIIL
8218
HS Investments IV Ltd
$112M +$31.5M +39% 39.6% – 2 0% 0.4
LCS
8219
Luma Capital SA
$112M +$8.22M +8% 9.26% – 12 0% 0.5
Traub Capital Management
8220
Traub Capital Management
Massachusetts
$112M +$11.3M +11% 15.9% – 145 19.31% 0.8
Town Lane Management
8221
Town Lane Management
New York
$112M +$6.02M +6% 14.6% – 4 25% 0.5
Whitford Management
8222
Whitford Management
New York
$112M +$14.1M +14% 16.9% 76.2% 29 37.93% 0.9
B
8223
BennBridge
United Kingdom
$112M -$8.14M -7% 1.22% – 7 0% 1.1
Banta Asset Management
8224
Banta Asset Management
California
$112M +$12.5M +13% 13.6% – 20 0% 4.2
Crescent Sterling
8225
Crescent Sterling
Louisiana
$112M +$8.45M +8% 10.4% 68.6% 89 14.61% 2.4