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
MCM
3801
Monarch Capital Management
Indiana
$330M +$18.9M +6% 9.68% 65% 113 4.42%
CRWM
3802
Castle Rock Wealth Management
California
$330M +$32M +11% 8.04% 105% 242 18.18%
RPA
3803
Rock Point Advisors
Vermont
$330M +$40.8M +14% 15.8% 82.8% 105 10.48%
TI
3804
tru Independence
Oregon
$329M +$40.4M +14% 12.6% 55.7% 123 17.07%
SIG
3805
Spinnaker Investment Group
California
$329M +$31.9M +11% 9.15% 48.6% 94 22.34%
RWM
3806
Raffa Wealth Management
District of Columbia
$329M +$35.2M +12% 8.1% 35.8% 1,078 2.97%
VAS
3807
Valicenti Advisory Services
New York
$329M +$36.1M +12% 12.6% 119% 89 21.35%
VFPI
3808
Vantage Financial Partners (Illinois)
Illinois
$329M +$155M +89% 10% 13.1% 109 24.77%
CSC
3809
Cook Street Consulting
Colorado
$329M +$29.8M +10% 8.43% 2 0%
DWA
3810
Dorsey Wright & Associates
California
$329M +$7.33M +2% 13.8% 311% 311 65.92%
AGC
3811
Aspen Grove Capital
Colorado
$328M +$59M +22% 13% 90% 201 19.9%
PCA
3812
Peddock Capital Advisors
Massachusetts
$328M +$28.3M +9% 8.43% 104% 152 7.89%
SFG
3813
Sovereign Financial Group
Connecticut
$328M +$47M +17% 9.24% 90.7% 256 16.02%
WIC
3814
Whitegate Investment Counselors
New Hampshire
$328M +$29.2M +10% 9.29% 48% 62 4.84%
APTFM
3815
AGUR Provident & Training Funds Management
Israel
$328M +$10.1M +3% 13% 27 14.81%
MC
3816
MSD Capital
New York
$328M -$12.5M -4% 13.6% 11.5% 5 40%
TPC
3817
Takeda Pharmaceutical Company
Japan
$327M 19.9% 14
FPF
3818
First Pacific Financial
Washington
$327M +$103M +46% 10.1% 48.5% 389 38.3%
DA
3819
Denali Advisors
California
$327M +$42.5M +15% 21.5% 106% 530 26.6%
OCM
3820
Ogborne Capital Management
California
$327M +$134M +70% 14.8% 251% 18 55.56%
CSC
3821
Cove Street Capital
California
$327M +$31.3M +11% 11.9% 84.2% 85 22.35%
MDCM
3822
Morgan Dempsey Capital Management
Wisconsin
$327M +$5.53M +2% 6.55% 52.1% 127 11.02%
NC
3823
Nokomis Capital
Texas
$327M +$42.1M +15% 19.2% 145% 61 37.7%
NWA
3824
New World Advisors
Massachusetts
$326M +$39.6M +14% 6.7% 84.1% 71 21.13%
IPW
3825
Inlet Private Wealth
Florida
$326M +$22.2M +7% 10.1% 100% 122 7.38%