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
TCM
2526
Tradition Capital Management
New Jersey
$309M +$6.67M +2% 5.89% 43.5% 167 11.38%
ZCM
2527
Zebra Capital Management
Connecticut
$309M -$13.8M -4% 4.18% 142% 309 28.8%
FHA
2528
Flagship Harbor Advisors
Massachusetts
$308M +$20.2M +7% 4.18% 68.3% 370 13.51%
PWM
2529
Perigon Wealth Management
California
$308M -$151M -33% 4.84% 81.3% 765 37.12%
BA
2530
Bristlecone Advisors
Washington
$308M +$13.1M +4% 4.22% 103% 295 51.86%
AWS
2531
AJ Wealth Strategies
New York
$308M +$44.2M +17% 3.74% 32.2% 81 8.64%
SMG
2532
Spectrum Management Group
Indiana
$308M +$42.5M +16% 4.56% 44% 482 81.12%
IFWM
2533
Institute for Wealth Management
Colorado
$308M -$56M -15% 5.19% 107% 430 46.51%
CIM
2534
CenturyLink Investment Management
Colorado
$307M +$11.2M +4% 3.84% 190 15.26%
MC
2535
Martin & Co
Tennessee
$307M -$17.3M -5% 3.39% 57.2% 109 3.67%
AIM
2536
Advantage Investment Management
Iowa
$307M +$20.4M +7% 3.56% 28.6% 1,175 18.21%
VI
2537
Versor Investments
New York
$306M -$63M -17% 13.3% 200% 262 57.63%
IB
2538
Intrust Bank
Kansas
$306M +$12.6M +4% 5.66% 79.5% 395 12.91%
HCP
2539
Holt Capital Partners
Texas
$306M +$15.4M +5% 3.25% 55.2% 142 4.23%
SRFM
2540
Shannon River Fund Management
New York
$306M -$34.6M -10% 8.2% 337% 37 35.14%
BCM
2541
BHZ Capital Management
California
$305M +$5.35M +2% 6.21% 3.24% 123 9.76%
CBA
2542
Coastal Bridge Advisors
Connecticut
$305M +$7.99M +3% 9.13% 67.4% 127 16.54%
Koshinski Asset Management
2543
Koshinski Asset Management
Illinois
$305M +$30.6M +11% 4.38% 59.6% 376 13.3%
AIIMS
2544
Analyst IMS Investment Management Services
Israel
$304M +$23.6M +8% 7.67% 70% 107 2.8%
AWM
2545
Avior Wealth Management
Nebraska
$304M +$59.1M +24% 3.69% 66% 536 21.64%
MBT
2546
Monroe Bank & Trust
Michigan
$304M +$1.74M +0.6% 2.21% 24.7% 272 59.93%
LHC
2547
Levy Harkins & Co
New York
$304M +$17.1M +6% 7.69% 62.9% 20 0%
OMC
2548
Oak Management Corp
Connecticut
$304M -$14.8M -5% 1.74% 96.4% 7 28.57%
EWA
2549
Exencial Wealth Advisors
Oklahoma
$304M +$59.3M +24% 4.09% 58% 179 16.2%
NFG
2550
Nadler Financial Group
Illinois
$304M +$9.75M +3% 3.9% 64.4% 82 12.2%