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
BSWMG
3101
Barrington Strategic Wealth Management Group
Illinois
$163M +$7.01M +4% 1.69% 17.9% 102 6.86%
WA
3102
WealthTrust-Arizona
Arizona
$163M +$44.2M +37% 3.19% 20.2% 705 15.74%
FWM
3103
Focused Wealth Management
New York
$163M +$21.6M +15% 0.8% 57.9% 762 11.15%
HFM
3104
Hartford Financial Management
Connecticut
$163M +$431K +0.3% 1.29% 79.6% 259 59.46%
WCM
3105
Weatherstone Capital Management
Colorado
$163M -$8.79M -5% 1.98% 32% 90 34.44%
AWM
3106
Altavista Wealth Management
North Carolina
$162M +$30K +0% 0.06% 80.6% 114 9.65%
TBAM
3107
True Bearing Asset Management
California
$162M -$39.5M -20% 3.98% 66.3% 97 30.93%
SAM
3108
Solaris Asset Management
New York
$162M +$7.17M +5% 2.89% 74% 238 19.75%
NIC
3109
Northwest Investment Counselors
Oregon
$162M +$5.14M +3% 2.49% 32.4% 115 7.83%
RWA
3110
River Wealth Advisors
Pennsylvania
$162M 1.01% 67.7% 141
PCM
3111
Price Capital Management
Louisiana
$161M +$48M +42% 14.4% 124% 322 86.02%
GVT
3112
Genesee Valley Trust
New York
$161M +$5.03M +3% 1.98% 30.2% 316 22.15%
ACI
3113
Advance Capital I
Michigan
$161M -$28M -15% 1.42% 34.1% 236 61.44%
SC
3114
Schulhoff & Co
Ohio
$161M -$4.54M -3% 1.91% 42.7% 111 4.5%
PC
3115
Permit Capital
Pennsylvania
$161M -$1.73M -1% 2.85% 76% 76 14.47%
SAMH
3116
Shanda Asset Management Holdings
British Virgin Islands
$161M +$32.7M +25% 0.69% 115% 18 61.11%
GF
3117
Goodman Financial
Texas
$161M +$13.5M +9% 6.3% 52.5% 47 29.79%
TA
3118
TBP Advisors
New York
$161M +$8.07M +5% 3.84% 50 8%
SFS
3119
Shaker Financial Services
Virginia
$161M +$4.55M +3% 0.02% 13.1% 167 44.31%
RCM
3120
Riverpark Capital Management
New York
$161M +$3.26M +2% 1.69% 152% 52 13.46%
VST
3121
Van Strum & Towne
California
$161M -$1.01M -0.6% 0.43% 50.9% 74 4.05%
MIM
3122
Monashee Investment Management
Massachusetts
$161M 12.8% 447% 67
GCM
3123
Grandmaster Capital Management
California
$161M -$59.9M -27% 7.82% 22 59.09%
NFG
3124
NewFocus Financial Group
Washington
$160M +$15.3M +11% 4.47% 55.4% 65 21.54%
BCM
3125
Breithorn Capital Management
New York
$160M +$3.98M +3% 4.11% 43.9% 51 23.53%