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
IF
3626
Ironwood Financial
Arizona
$267M +$68.2M +34% 10.8% 48.8% 515 13.59%
GLCM
3627
Greenlea Lane Capital Management
Connecticut
$267M +$7.14M +3% 24.2% 119% 11 27.27%
JSL
3628
JT Stratford LLC
Georgia
$267M +$34.8M +15% 11% 81.3% 193 24.35%
PA
3629
Parkside Advisors
California
$267M +$39.6M +17% 11.2% 36.7% 72 19.44%
LKIM
3630
Lawson Kroeker Investment Management
Nebraska
$267M +$42.5M +19% 23.6% 64.5% 62 8.06%
PW
3631
Peninsula Wealth
California
$266M +$33M +14% 13.1% 30% 54 66.67%
SHCM
3632
Silver Heights Capital Management
Ontario, Canada
$266M +$52.3M +24% 28.5% 6.93% 7 28.57%
CCG
3633
Cloverfields Capital Group
Minnesota
$266M 13.6% 91.5% 56
HGM
3634
Highside Global Management
Texas
$266M +$53.4M +25% 26% 11.1% 20 35%
AWM
3635
Arbor Wealth Management
Florida
$266M +$14.1M +6% 15.7% 101% 45 15.56%
PFM
3636
Peak Financial Management
Massachusetts
$266M +$33.9M +15% 11% 51.8% 68 16.18%
IIC
3637
Integrated Investment Consultants
Michigan
$266M +$51.9M +24% 16.5% 59.1% 247 21.05%
WCWM
3638
Willow Creek Wealth Management
California
$266M +$23.1M +10% 2.75% 36.5% 92 10.87%
VA
3639
Verdad Advisers
Massachusetts
$265M 33.4% 39
CCM
3640
Canal Capital Management
Virginia
$265M +$36.9M +16% 14.2% 67.8% 128 15.63%
CBOR
3641
Community Bank of Raymore
Missouri
$265M +$40.8M +18% 21.5% 89.6% 59 8.47%
PPW
3642
Pasadena Private Wealth
California
$265M +$6.92M +3% 9.56% 44.9% 94 30.85%
PA
3643
Prism Advisors
California
$265M +$27.3M +12% 11.5% 49.9% 53 11.32%
SAM
3644
SignalPoint Asset Management
Missouri
$265M +$24.5M +10% 9.89% 36% 208 8.17%
MWM
3645
Mattern Wealth Management
Kansas
$264M +$30.8M +13% 9.23% 54% 159 15.72%
IA
3646
Insight Advisors
Pennsylvania
$264M 13.6% 51.7% 271
AIIC
3647
AJU IB Investment Company
South Korea
$264M 50.7% 11
SWM
3648
Southern Wealth Management
Texas
$264M -$7.61M -3% 14.1% 50% 57 8.77%
SWRP
3649
Summit Wealth & Retirement Planning
California
$264M +$30.7M +13% 10.8% 67.6% 115 13.04%
BCC
3650
Bridge City Capital
Oregon
$263M +$54.1M +26% 29.1% 76.9% 93 3.23%