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)
Hengehold Capital Management
2201
Hengehold Capital Management
Ohio
$672M +$52.6M +8% 10.3% 54.5% 144 10.42% 3.4
Endeavour Capital Advisors
2202
Endeavour Capital Advisors
Connecticut
$672M +$298M +80% 37.5% 76.7% 63 25.4% 1.8
Fragasso Financial Advisors
2203
Fragasso Financial Advisors
Pennsylvania
$670M +$70.3M +12% 11.8% 73.7% 139 17.99% 2.8
TruWealth Advisors
2204
TruWealth Advisors
Louisiana
$670M – – 9.18% 56.3% 109 – 0
Elm Partners Management
2205
Elm Partners Management
Pennsylvania
$669M +$74.6M +13% 13% 51.4% 43 6.98% 1.7
Red Cedar Investment Management
2206
Red Cedar Investment Management
Michigan
$669M +$122M +22% 15.5% 88.8% 94 30.85% 0.6
United Bank (Virginia)
2207
United Bank (Virginia)
Virginia
$669M +$95.8M +17% 14.2% 76.1% 170 21.76% 2.4
Permian Investment Partners
2208
Permian Investment Partners
Texas
$669M +$160M +31% 32.6% 78.6% 9 22.22% 1
Advocacy Wealth Management Services
2209
Advocacy Wealth Management Services
Georgia
$668M +$47.4M +8% 5.74% 48.3% 153 18.3% 2.4
PAM
2210
Private Asset Management
California
$667M +$66.2M +11% 17.1% 38.2% 148 8.78% 4.3
Omega Fund Management
2211
Omega Fund Management
Massachusetts
$667M +$297M +80% 30.9% 106% 20 25% 2.3
Bowie Capital Management
2212
Bowie Capital Management
Texas
$666M +$39.4M +6% 11.7% 32.5% 44 18.18% 1.9
NTCM
2213
Nine Ten Capital Management
Illinois
$665M +$184M +38% 75.9% 150% 9 0% 2.4
Estate Counselors
2214
Estate Counselors
Wisconsin
$665M +$20.4M +3% 8.62% 61.3% 140 23.57% 1.8
Cypress Capital Group
2215
Cypress Capital Group
Florida
$664M +$63.6M +11% 9.03% 111% 280 14.64% 3.6
North Point Portfolio Managers
2216
North Point Portfolio Managers
Ohio
$663M +$75.5M +13% 14.2% 72.8% 77 11.69% 4.1
PIMG
2217
Patriot Investment Management Group
Tennessee
$662M -$176M -21% 12% 52.9% 218 22.94% 1.5
Sheets Smith Wealth Management
2218
Sheets Smith Wealth Management
North Carolina
$661M +$86.5M +15% 12.9% 83.4% 345 18.26% 3.1
Caldwell Trust
2219
Caldwell Trust
Florida
$661M +$52.7M +9% 10.6% 97.5% 742 6.47% 0.9
WBI Investments
2220
WBI Investments
New Jersey
$661M +$10.7M +2% 10.4% 105% 211 66.82% 0.6
Stonebridge Capital Advisors
2221
Stonebridge Capital Advisors
Minnesota
$660M +$103M +18% 15.2% 96.6% 194 9.28% 4.3
Van Hulzen Asset Management
2222
Van Hulzen Asset Management
California
$660M -$4.11M -0.6% 12.4% 93% 314 23.57% 2
Stairway Partners
2223
Stairway Partners
Illinois
$660M +$158M +32% 15.7% 48.1% 10 0% 6.7
Intrust Bank
2224
Intrust Bank
Kansas
$660M +$96.9M +17% 14.8% 113% 372 10.75% 3.7
Charter Oak Capital Management
2225
Charter Oak Capital Management
New Hampshire
$659M – – 9.9% 39.2% 773 – 0