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
RA
3526
RFG Advisory
Alabama
$115M -$13M -10% 2.55% 52.3% 96 20.83%
CW
3527
Cabot-Wellington
Massachusetts
$115M -$20.7M -15% 3.73% 65% 23 26.09%
BSWM
3528
Boston Standard Wealth Management
Massachusetts
$115M +$5.82M +5% 2.07% 42.9% 24 0%
WA
3529
Wilshire Advisors
California
$114M -$82.3M -42% 2.29% 100% 25 44%
NVIM
3530
New Vernon Investment Management
Illinois
$114M -$2.55M -2% 0.59% 75.5% 51 3.92%
HW
3531
Hedeker Wealth
Illinois
$114M +$7.78M +7% 1.95% 120% 131 68.7%
OAM
3532
Occidental Asset Management
California
$114M +$31.4M +38% 2.85% 65.6% 102 31.37%
LSC
3533
Lesa Sroufe & Co
Washington
$114M +$11.6M +11% 6.69% 44 9.09%
CV
3534
Clarus Ventures
Massachusetts
$114M -$18.9M -14% 6.21% 70.3% 6 0%
PFS
3535
Physicians Financial Services
North Carolina
$114M +$3.75M +3% 3.2% 100% 312 6.41%
PVMCV
3536
Polaris Venture Management Co VI
Massachusetts
$114M -$52.5M -31% 29.2% 2 0%
EPP
3537
ETF Portfolio Partners
Kansas
$114M -$2.69M -2% 1.57% 44.3% 27 18.52%
HAM
3538
Hillswick Asset Management
Connecticut
$114M +$2.46M +2% 2.57% 40.2% 14 7.14%
JGIA
3539
Jackson Grant Investment Advisers
Connecticut
$113M +$4M +4% 3.38% 45% 171 12.28%
MCM
3540
Mengis Capital Management
Oregon
$113M +$5.18M +5% 1.85% 72.9% 109 10.09%
DSAM
3541
Dock Street Asset Management
Florida
$113M +$6.04M +6% 0.44% 167% 35 11.43%
TA
3542
TMD & Associates
Arizona
$113M +$12M +12% 0.83% 20.5% 32 21.88%
DSN
3543
D. Scott Neal
Kentucky
$113M +$6.22M +6% 2.61% 105% 187 9.09%
BC
3544
Boxer Capital
California
$113M +$10.6M +10% 10.8% 262% 28 39.29%
PCA
3545
Prospect Capital Advisors
California
$113M +$28.3M +34% 10% 136% 26 26.92%
PL
3546
Plancorp LLC
Missouri
$113M +$29.3M +35% 9.77% 67.3% 62 61.29%
ACM
3547
Axel Capital Management
New York
$113M -$75.8M -40% 3.28% 194% 19 10.53%
SIC
3548
Shoker Investment Counsel
Ohio
$113M +$6.28M +6% 4.27% 58.5% 106 3.77%
EFIC
3549
Eliot Finkel Investment Counsel
California
$112M +$2.16M +2% 3.07% 55.2% 31 0%
FA
3550
Financial Advantage
Maryland
$112M +$1.99M +2% 3.19% 24.3% 32 9.38%