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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
SIM
2126
Sandia Investment Management
Massachusetts
$664M -$61.9M -9% 0.72% 20.5% 363 44.63%
LG
2127
Leuthold Group
Minnesota
$664M -$40.7M -6% 2.97% 126% 201 18.91%
ZF
2128
Zhang Financial
Michigan
$663M +$40.2M +6% 5.38% 67.9% 230 12.17%
TWM
2129
Tanglewood Wealth Management
Texas
$662M -$78.9M -11% 5.91% 59.7% 32 15.63%
LOM
2130
LTS One Management
New York
$662M -$127M -16% 11.5% 67.9% 5 40%
MG
2131
Magnolia Group
Nebraska
$662M -$16.1M -2% 3.74% 9.52% 11 9.09%
LRPA
2132
L. Roy Papp & Associates
Arizona
$661M -$28.4M -4% 3.73% 64.3% 171 6.43%
PP
2133
PDT Partners
New York
$661M -$473M -42% 3.39% 211% 1,175 51.57%
TPWA
2134
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 3.73% 84% 242 14.46%
IVAV
2135
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 22.5% 312% 2 0%
VFP
2136
Verus Financial Partners
Virginia
$661M -$37.1M -5% 5.49% 41.6% 108 17.59%
HS
2137
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 11.7% 30 20%
AWA
2138
Arkadios Wealth Advisors
Georgia
$660M -$12.4M -2% 4.9% 91.1% 583 16.81%
ORI
2139
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 1.51% 208% 161 11.18%
PL
2140
Parkwood LLC
Ohio
$660M +$98.7M +18% 3.01% 120% 179 23.46%
MW
2141
Marcum Wealth
Ohio
$659M -$8.8M -1% 5.99% 20% 398 10.55%
SMC
2142
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 5.33% 67% 418 15.55%
SWM
2143
SeaCrest Wealth Management
New York
$659M -$136M -17% 4.67% 142% 1,642 63.22%
RCA
2144
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 4.47% 50.6% 248 14.11%
AIC
2145
AWM Investment Company
New York
$658M +$22.9M +4% 13.4% 778% 128 11.72%
AA
2146
Armor Advisors
New York
$658M +$475M +260% 3.48% 78.5% 15 60%
SH
2147
SeaTown Holdings
Singapore
$657M +$196M +43% 5.33% 220% 72 47.22%
MC
2148
Middleton & Co
Massachusetts
$657M -$123M -16% 3.98% 69.7% 163 17.79%
MGWM
2149
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 4.15% 62.8% 296 11.82%
PE
2150
Point72 Europe
United Kingdom
$656M +$184M +39% 2.47% 95.4% 73 61.64%