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
IDA
3051
Intelligence Driven Advisers
California
$532M -$168M -24% 0.27% 43.8% 122 22.13%
SDWMA
3052
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 0.55% 43.5% 146 7.53%
ACA
3053
Affinity Capital Advisors
California
$532M +$15.3M +3% 0.25% 62% 157 8.28%
HWM
3054
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 3% 85.5% 264 22.73%
AG
3055
Advocate Group
Minnesota
$531M -$20.5M -4% 3.63% 47.3% 120 5.83%
LKIM
3056
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 0.25% 64.5% 91 3.3%
MCM
3057
Morton Capital Management
California
$531M +$22.6M +4% 1.11% 65.8% 117 8.55%
HCM
3058
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 0.71% 46.5% 94 6.38%
EWA
3059
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 2.58% 29.7% 90 8.89%
HL
3060
HeadInvest LLC
Maine
$530M -$10.5M -2% 0.86% 45.6% 250 11.6%
AC
3061
Asio Capital
Kentucky
$529M +$2.6M +0.5% 1.93% 88% 111 10.81%
MVM
3062
Medicxi Ventures Management
Jersey
$529M +$157K +0% 2.54% 788% 5 20%
TCM
3063
Topline Capital Management
California
$529M 7.33% 36
TCM
3064
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 0.64% 86.5% 123 4.07%
SWM
3065
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 0.93% 10.2% 721 11.51%
SFG
3066
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 1.16% 70.4% 230 6.52%
AWCI
3067
Alpine Woods Capital Investors
New York
$528M -$41.8M -7% 3.94% 91.1% 185 14.59%
SLWA
3068
San Luis Wealth Advisors
California
$528M +$44M +9% 0.47% 58.8% 154 14.29%
HIM
3069
HughesLittle Investment Management
$528M +$36.5M +7% 8.62% 91.2% 17 0%
AOWM
3070
Alpha Omega Wealth Management
Virginia
$528M -$17.2M -3% 0.66% 60.7% 211 7.58%
CFGSD
3071
Compass Financial Group (South Dakota)
South Dakota
$527M +$18.1M +4% 0.76% 48.6% 95 3.16%
NGM
3072
North Growth Management
British Columbia, Canada
$527M -$9.96M -2% 7.82% 231% 48 4.17%
CGIM
3073
Capital Group Investment Management
Singapore
$526M +$29.4M +6% 7.55% 120% 145 10.34%
RP
3074
Rice Partnership
Hawaii
$525M +$28.3M +6% 2.14% 123% 184 15.22%
BBPWM
3075
Blue Bell Private Wealth Management
Pennsylvania
$525M +$1.5M +0.3% 0.21% 53.3% 712 8.71%