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
TAM
3376
TCP Asset Management
Ohio
$504M +$56.9M +13% 9.24% 58.4% 98 14.29%
SA
3377
Scarborough Advisors
Maryland
$504M -$198M -28% 8.08% 58.4% 509 84.48%
TCM
3378
Twele Capital Management
Minnesota
$504M +$32.4M +7% 5.69% 34.9% 39 0%
PSP
3379
Pacific Sage Partners
Washington
$503M +$59.2M +13% 11.4% 47.8% 117 10.26%
AC
3380
Aristides Capital
Kentucky
$503M +$164M +48% 13.7% 126% 292 50%
CFSG
3381
Community Financial Services Group
Vermont
$503M +$41.5M +9% 12.4% 102 11.76%
ISB
3382
Iowa State Bank
Iowa
$502M +$31.1M +7% 9.84% 76% 124 5.65%
APM
3383
Avidity Partners Management
Texas
$502M -$22.7M -4% 7.61% 492% 84 53.57%
SL
3384
Sentry LLC
Tennessee
$502M -$11.8M -2% 1.03% 61.3% 135 5.93%
CNBTD
3385
Citizens National Bank Trust Department
Mississippi
$501M +$33.3M +7% 10.2% 114% 403 7.44%
AFIA
3386
America First Investment Advisors
Nebraska
$501M +$27.3M +6% 2.19% 78.2% 43 2.33%
LBIM
3387
Land & Buildings Investment Management
Connecticut
$501M +$28.5M +6% 0.62% 53.9% 25 36%
LRIA
3388
Leonard Rickey Investment Advisors
Washington
$501M +$36.9M +8% 7.02% 55.9% 116 10.34%
WCA
3389
Westover Capital Advisors
Delaware
$500M +$50.1M +11% 16.7% 133% 244 13.11%
CRAM
3390
Compass Rose Asset Management
New York
$500M +$180M +56% 3.58% 41% 31 64.52%
TC
3391
Truvestments Capital
Florida
$500M +$39.5M +9% 13.4% 131% 1,111 16.83%
RWM
3392
Raffa Wealth Management
District of Columbia
$500M +$60.5M +14% 6.23% 35.8% 1,146 9.42%
FNBTCON
3393
First National Bank & Trust Co of Newtown
Pennsylvania
$499M +$23.8M +5% 5.88% 55.7% 137 4.38%
BWP
3394
Balboa Wealth Partners
Arizona
$499M +$84.5M +20% 19.9% 197% 413 29.54%
MAM
3395
Marotta Asset Management
Virginia
$499M -$10.7M -2% 7.12% 45.7% 119 18.49%
V
3396
VeraBank
Texas
$499M +$140M +39% 7.7% 60.6% 190 25.79%
SIM
3397
Studio Investment Management
Illinois
$498M +$14.3M +3% 4.9% 47.2% 326 48.77%
KBG
3398
Kahn Brothers Group
New York
$498M +$3.5M +0.7% 1.94% 53.4% 61 27.87%
TWP
3399
Tyche Wealth Partners
Texas
$498M +$35.9M +8% 6.81% 324 14.81%
SW
3400
SkyOak Wealth
Michigan
$498M +$41.1M +9% 8.9% 73.4% 268 16.79%