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 Avg Holding
Period (Yrs)
PI
3626
Pettee Investors
Connecticut
$165M +$10M +6% 6.41% 96.1% 121 9.09% 1.9
SIMM
3627
Stillwater Investment Management (Minnesota)
Minnesota
$165M -$55M -25% 7.88% 72.3% 83 37.35% 3.2
OLA
3628
Oliver Luxxe Assets
New Jersey
$165M +$5.82M +4% 6.29% 137% 88 14.77% 1.2
CAM
3629
CenterStar Asset Management
Illinois
$165M – – 6.72% 104% 926 – 0
AC
3630
Aperimus Capital
California
$165M +$31.8M +24% 5.24% 44% 4 25% 3.4
GWS
3631
Glassman Wealth Services
Virginia
$164M +$10.7M +7% 5.51% 62.6% 891 33% 1.3
WRM
3632
Weybosset Research & Management
Rhode Island
$164M +$14M +9% 7.61% 73.4% 60 10% 3
BCM
3633
Billings Capital Management
Virginia
$164M +$9.44M +6% 3.6% – 10 10% 1.2
GL
3634
Globe Life
Texas
$164M +$7.49M +5% 6.3% 60.1% 1 0% 1
CW
3635
Cabot-Wellington
Massachusetts
$164M -$7.79M -5% 5.51% 65% 14 7.14% 3.8
WP
3636
WealthShield Partners
North Carolina
$164M – – 3.95% 71% 221 – 0
W
3637
WealthShield
North Carolina
$164M – – 3.95% – 221 – 0
LWA
3638
Lowe Wealth Advisors
Maryland
$164M +$4.08M +3% 4.38% 63.3% 285 15.79% 2.1
HGWM
3639
Harvest Group Wealth Management
Massachusetts
$164M – – 3.72% 28.1% 45 – 0
NFG
3640
NewFocus Financial Group
Washington
$164M +$10.1M +7% 7.65% 55.4% 74 12.16% 2.1
AFA
3641
Alta Fundamental Advisers
New York
$164M +$7.81M +5% 7.78% 340% 25 24% 0.8
VCA
3642
VIEX Capital Advisors
Florida
$164M -$70.8M -30% 5.53% 30.6% 27 48.15% 0.5
NRC
3643
North Run Capital
Massachusetts
$164M -$49M -23% 5.02% 19.4% 17 23.53% 1.4
TWM
3644
Torch Wealth Management
Ohio
$164M +$11.3M +7% 5.61% 48.8% 106 12.26% 2.5
BGC
3645
Birch Grove Capital
New York
$164M +$2.27M +1% 0.05% 2.66% 30 26.67% 0.7
RGC
3646
Roberts, Glore & Co
Illinois
$164M +$8.87M +6% 6.24% 72.3% 150 5.33% 3.2
BCM
3647
Boltwood Capital Management
California
$163M +$9.48M +6% 5.76% 63% 125 8.8% 2.9
GAAM
3648
Guinness Atkinson Asset Management
California
$163M +$4.13M +3% 8.91% 132% 60 1.67% 3.4
LPIC
3649
LeJeune Puetz Investment Counsel
Michigan
$163M +$7.87M +5% 5.29% 64.1% 152 2.63% 0.9
PCFFS
3650
Pacific Center for Financial Services
California
$163M +$7.29M +5% 4.03% 60.1% 335 6.57% 0.9