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
NAMP
3376
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$364M +$23.5M +7% 8.19% 73.1% 147 3.4%
BFA
3377
Benedict Financial Advisors
Georgia
$364M +$8.53M +2% 2.89% 62% 121 4.13%
JWM
3378
Janiczek Wealth Management
Colorado
$363M +$10.8M +3% 3.42% 16.4% 1,030 6.8%
AGM
3379
Alpine Global Management
New York
$363M +$106M +41% 8.28% 149% 285 81.05%
FBC
3380
Fairfield, Bush & Co
Connecticut
$363M +$79.3M +28% 12.7% 112% 564 74.47%
RC
3381
Reik & Co
New York
$363M +$23.3M +7% 7.42% 38.6% 55 5.45%
LT
3382
Legacy Trust
Michigan
$363M +$27.1M +8% 8.48% 95% 169 10.65%
WFPG
3383
Waller Financial Planning Group
Ohio
$363M +$9.81M +3% 2.6% 40.9% 58 6.9%
KMC
3384
Kirr Marbach & Co
Indiana
$362M +$39.8M +12% 7.43% 135% 49 8.16%
GF
3385
Gries Financial
Ohio
$362M +$23.9M +7% 5.42% 71.3% 173 13.87%
HWM
3386
Hohimer Wealth Management
Washington
$362M +$16.8M +5% 7.15% 99.7% 197 12.18%
BRA
3387
Bender Robert & Associates
California
$362M +$39.2M +12% 17.3% 116% 56 12.5%
BB
3388
Berkshire Bank
Massachusetts
$362M +$25.6M +8% 6.61% 69.7% 138 7.97%
NQWM
3389
Northwest Quadrant Wealth Management
Oregon
$362M +$14.7M +4% 3.94% 45.6% 56 5.36%
CRG
3390
Cornerstone Retirement Group
Nevada
$362M +$20.9M +6% 3.46% 25 20%
GF
3391
Goodman Financial
Texas
$361M +$16.5M +5% 4.7% 52.5% 54 20.37%
HBCM
3392
Heron Bay Capital Management
Michigan
$361M +$103M +40% 8.63% 58.9% 99 24.24%
ACM
3393
Analog Century Management
New York
$360M +$30.4M +9% 21.8% 785% 22 18.18%
KFBMI
3394
Kentucky Farm Bureau Mutual Insurance
Kentucky
$360M +$25.2M +8% 8.9% 83.3% 77 6.49%
HIG
3395
Heritage Investment Group
Florida
$360M +$30.3M +9% 4.85% 51.2% 93 17.2%
HWM
3396
HFR Wealth Management
New York
$360M +$7.33M +2% 5.09% 47.5% 62 12.9%
SRC
3397
Sage Rhino Capital
California
$359M +$16.2M +5% 4.45% 86.8% 234 9.83%
WCMN
3398
Westchester Capital Management (Nebraska)
Nebraska
$359M +$11.4M +3% 5.37% 107% 46 4.35%
EL
3399
Essex LLC
Illinois
$359M +$28.2M +9% 4.4% 89.1% 163 17.18%
CWM
3400
Cranbrook Wealth Management
Michigan
$359M +$7.36M +2% 3.26% 48.8% 293 4.1%