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)
Rain Capital Management
3801
Rain Capital Management
Oregon
$101M – – 3.09% 18.2% 21 – 0
Elm Advisors
3802
Elm Advisors
California
$101M +$4.9M +5% 5.18% 50.5% 76 13.16% 1.7
RWC Asset Advisors
3803
RWC Asset Advisors
Florida
$101M +$27.9M +38% 17.5% 267% 18 22.22% 0.6
RWG
3804
Regal Wealth Group
California
$101M – – 4.42% 17% 197 – 0
Butensky & Cohen Financial Security
3805
Butensky & Cohen Financial Security
Florida
$101M +$7.65M +8% 6.03% 81% 212 12.26% 0.6
Boston Standard Wealth Management
3806
Boston Standard Wealth Management
Massachusetts
$101M +$902K +0.9% 1.76% 47.1% 23 21.74% 1
Western Asset Management Company
3807
Western Asset Management Company
California
$101M -$12.7M -11% 151% 2.29% 33 63.64% 1.6
New Century Advisors
3808
New Century Advisors
Maryland
$101M -$844K -0.8% 0.19% – 43 6.98% 1.6
Shine Investment Advisory Services
3809
Shine Investment Advisory Services
Colorado
$101M +$14.1M +16% 2.15% 29% 32 15.63% 0.8
Security National Bank of Sioux City Iowa
3810
Security National Bank of Sioux City Iowa
Iowa
$101M +$15.9M +19% 5.93% 61% 77 7.79% 2
Holderness Investments Company
3811
Holderness Investments Company
North Carolina
$101M +$5.79M +6% 7.01% 144% 123 8.13% 0.9
Tillar-Wenstrup Advisors
3812
Tillar-Wenstrup Advisors
Ohio
$101M +$1.44M +1% 2.05% 27.4% 46 23.91% 1.1
Donald L. Hagan LLC
3813
Donald L. Hagan LLC
Florida
$101M -$10.3M -9% 3.35% 47.9% 401 82.79% 0.8
LSCM
3814
LaSalle Street Capital Management
Illinois
$101M +$6.72M +7% 8.84% 30.5% 91 26.37% 0.7
Nicolet Bankshares
3815
Nicolet Bankshares
Wisconsin
$101M – – 4.66% 75.5% 133 – 0
Mitchell McLeod Pugh & Williams
3816
Mitchell McLeod Pugh & Williams
Alabama
$101M +$3.71M +4% 5.29% 90.7% 157 7.01% 0.9
Aspen Investment Management
3817
Aspen Investment Management
Michigan
$101M -$1.89M -2% 3.94% 84.9% 120 5% 2.1
MI
3818
M3F Inc
Utah
$100M – – 10.6% 139% 37 – 0.7
Crestone Asset Management
3819
Crestone Asset Management
Colorado
$100M – – 0.3% 6.65% 22 – 0
Girard Securities
3820
Girard Securities
California
$100M – – 3.85% – 154 – 0
Eachwin Capital
3821
Eachwin Capital
New York
$100M – – 7.09% – 99 – 0
Shoker Investment Counsel
3822
Shoker Investment Counsel
Ohio
$100M +$5.29M +6% 4.21% 83.8% 105 14.29% 1.6
Seven Bridges Advisors
3823
Seven Bridges Advisors
New York
$100M – – 4.25% – 143 – 0
Madrona Financial Services
3824
Madrona Financial Services
Washington
$100M +$7.02M +8% 2.44% 75.4% 34 17.65% 0.8
Robertson Opportunity Capital
3825
Robertson Opportunity Capital
Texas
$100M +$4.36M +5% 0.67% 93.4% 28 10.71% 1.7