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
CWM
3676
CMH Wealth Management
New Hampshire
$277M -$48.7M -15% 17.6% 76.6% 55 21.82%
IIC
3677
Integrated Investment Consultants
Michigan
$277M -$91.6M -25% 14% 70.2% 313 29.07%
ACG
3678
Arch Capital Group
Bermuda
$276M -$262M -49% 2.33% 3.08% 4 50%
CF
3679
Corrigan Financial
Rhode Island
$276M -$40.1M -13% 13.1% 9.54% 88 13.64%
WC
3680
Winmill & Co
New Hampshire
$276M -$52.9M -16% 12.3% 146% 82 15.85%
AFS
3681
Annapolis Financial Services
Maryland
$275M -$32M -10% 12.6% 15% 509 9.04%
CFG
3682
Cooper Financial Group
California
$275M +$12.1M +5% 15.2% 78.6% 292 31.16%
HCM
3683
Hillman Capital Management
Maryland
$275M -$39.7M -13% 13.2% 20.2% 50 8%
KMWM
3684
Keudell/Morrison Wealth Management
Oregon
$275M +$36.1M +15% 10.5% 189 16.93%
MIM
3685
Monashee Investment Management
Massachusetts
$275M -$70.6M -20% 15.4% 520% 53 79.25%
PCTC
3686
Perkins Coie Trust Company
Washington
$275M -$47.4M -15% 14.6% 70.8% 244 5.74%
WM
3687
Wishbone Management
Illinois
$275M -$236M -46% 34.6% 58.7% 9 22.22%
HEIP
3688
Hudson Edge Investment Partners
New Jersey
$274M -$43.2M -14% 10.4% 68.8% 142 9.86%
XWM
3689
Xcel Wealth Management
Florida
$274M -$90.3M -25% 16.7% 93.7% 141 17.02%
ES
3690
Eagle Strategies
New York
$274M +$18.3M +7% 14.2% 70.1% 168 39.88%
KAH
3691
Kathryn A. Hall
$274M -$57.6M -17% 15.2% 95.2% 53 5.66%
DAL
3692
Delta Air Lines
Georgia
$274M -$128M -32% 30.8% 5.3% 4 0%
MWA
3693
MFA Wealth Advisors
Pennsylvania
$274M -$39.5M -13% 9.53% 64.7% 75 36%
FSA
3694
Financial Sense Advisors
California
$274M +$6.38M +2% 12% 152% 159 86.79%
JWM
3695
JFG Wealth Management
Colorado
$273M -$59.5M -18% 12.6% 65.2% 48 31.25%
WIC
3696
Whitegate Investment Counselors
New Hampshire
$273M -$50.3M -16% 13.7% 48% 71 23.94%
SAM
3697
SignalPoint Asset Management
Missouri
$273M -$42.3M -13% 12.7% 36% 234 10.68%
FIBT
3698
First International Bank & Trust
North Dakota
$273M -$20.9M -7% 9.55% 38.6% 97 17.53%
VCM
3699
Versant Capital Management
Arizona
$273M -$40.6M -13% 12.9% 82.4% 1,733 11.14%
RW
3700
REDW Wealth
New Mexico
$273M -$64.2M -19% 12.4% 54.1% 131 19.08%