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
HWM
3101
Horizon Wealth Management
Illinois
$569M -$23.8M -4% 12.1% 82.8% 118 19.49%
PA
3102
Probity Advisors
Texas
$569M +$48.6M +9% 8.05% 41.2% 237 7.17%
BMC
3103
Battery Management Corp
Massachusetts
$569M -$118M -17% 8.09% 39.3% 7 14.29%
RI
3104
RPTC Inc
Wyoming
$569M +$71M +14% 14.4% 69.5% 7 0%
TWP
3105
TFO Wealth Partners
Ohio
$568M +$64M +13% 9.84% 52.9% 49 34.69%
SIC
3106
SFE Investment Counsel
California
$568M +$67.4M +13% 10.8% 78.2% 152 15.13%
VI
3107
Versor Investments
New York
$567M -$46M -7% 10.2% 200% 981 60.96%
PIMC
3108
Praesidium Investment Management Company
New York
$567M +$32.2M +6% 19% 60.5% 15 26.67%
SFG
3109
SevenBridge Financial Group
Pennsylvania
$567M +$59M +12% 10.6% 70.4% 229 8.73%
SFS
3110
Security Financial Services
Indiana
$566M +$62.5M +12% 9.05% 60.7% 188 13.83%
VHMC
3111
Value Holdings Management Company
New York
$566M +$32.9M +6% 9.02% 112% 34 5.88%
AMCA
3112
Arthur M. Cohen & Associates
Illinois
$566M +$44.5M +9% 13.5% 97.1% 129 6.2%
CAM
3113
Creekmur Asset Management
Illinois
$566M +$88.9M +19% 11.2% 878 13.1%
AMM
3114
American Money Management
California
$566M +$38.5M +7% 6.77% 54.1% 152 13.82%
HG
3115
Harbor Group
New Hampshire
$564M +$63.6M +13% 6.63% 41.4% 102 7.84%
JSA
3116
Jacobson & Schmitt Advisors
Wisconsin
$564M +$75M +15% 15.3% 70.3% 71 43.66%
HS
3117
Hazelview Securities
Ontario, Canada
$564M +$14M +3% 0.43% 36 36.11%
MCM
3118
Morton Capital Management
California
$564M +$46.4M +9% 7.15% 65.8% 128 14.84%
BIP
3119
Blueprint Investment Partners
North Carolina
$564M +$16.3M +3% 9.47% 75.1% 118 66.95%
KNW
3120
Kesler Norman & Wride
Utah
$564M +$38.2M +7% 10.2% 76% 229 11.79%
HWM
3121
Hohimer Wealth Management
Washington
$564M +$50.1M +10% 12.6% 85.5% 304 27.3%
B
3122
Bellecapital
Switzerland
$563M +$57M +11% 14.2% 128% 147 14.97%
TCOTS
3123
Trust Company of the South
North Carolina
$563M +$84.7M +18% 7.52% 131 9.92%
OWM
3124
Opes Wealth Management
California
$563M +$67.7M +14% 7.27% 54.1% 151 9.27%
DMC
3125
Drexel Morgan & Co
Pennsylvania
$563M +$86.7M +18% 4.73% 42% 56 3.57%