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
BWP
3551
Bernardo Wealth Planning
Pennsylvania
$222M +$36M +19% 11.1% 50.7% 161 16.77%
SCP
3552
Syntal Capital Partners
Texas
$222M +$10.3M +5% 10.8% 102% 132 37.12%
OC
3553
Oarsman Capital
Wisconsin
$222M +$19.6M +10% 6.68% 61.4% 183 8.74%
CCM
3554
Crestwood Capital Management
New York
$221M +$36.2M +20% 15.8% 129% 28 25%
TSWM
3555
Triangle Securities Wealth Management
North Carolina
$221M +$12.2M +6% 8.03% 80% 164 4.27%
JCIA
3556
Jackson Creek Investment Advisors
Colorado
$221M 9.83% 185% 307
AWAM
3557
Appian Way Asset Management
New York
$221M +$14.4M +7% 16.6% 49.4% 72 73.61%
RFN
3558
RDA Financial Network
Iowa
$221M +$20.3M +10% 6.45% 82.1% 234 9.83%
AMM
3559
American Money Management
California
$221M +$6.29M +3% 7.93% 54.1% 81 7.41%
GCMG
3560
Gyroscope Capital Management Group
Florida
$221M +$77K +0% 4.25% 24.8% 130 29.23%
FHC
3561
Forest Hill Capital
Arkansas
$220M -$11.9M -5% 1.79% 138% 47 12.77%
KLI
3562
Kelman-Lazarov Inc
Tennessee
$220M +$4.26M +2% 8.95% 39.9% 76 5.26%
BCM
3563
Birmingham Capital Management
Alabama
$220M +$14.7M +7% 9.61% 77.6% 98 4.08%
AG
3564
AlphaSimPlex Group
Massachusetts
$220M +$86.5M +65% 11.7% 35.5% 332 41.87%
WIM
3565
Westside Investment Management
California
$220M +$50.1M +30% 24.1% 114% 706 9.07%
CCM
3566
CWH Capital Management
Washington
$220M +$14.4M +7% 6.34% 29.9% 91 31.87%
SFG
3567
SevenBridge Financial Group
Pennsylvania
$220M +$18.4M +9% 10.3% 70.4% 144 13.89%
SCA
3568
Stuart Chaussee & Associates
California
$220M +$27.8M +14% 12.1% 58.6% 89 22.47%
BAM
3569
Bullseye Asset Management
Colorado
$219M +$32.2M +17% 17.9% 55% 112 27.68%
PIC
3570
PCJ Investment Counsel
Ontario, Canada
$219M +$13.2M +6% 11.8% 165% 92 41.3%
DI
3571
Diligent Investors
California
$219M +$15.1M +7% 7.14% 71.9% 215 10.23%
W
3572
WealthStone
Ohio
$219M +$9.38M +4% 7.96% 263 57.41%
TLCM
3573
Tiger Legatus Capital Management
New York
$219M +$3.27M +2% 3.7% 19.1% 16 25%
SRC
3574
Stone Run Capital
New York
$219M +$16.6M +8% 10.7% 77.8% 62 9.68%
EA
3575
Evergreen Advisors
Tennessee
$219M +$12.5M +6% 5.33% 12 0%