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)
Total Wealth Planning
3826
Total Wealth Planning
Ohio
$162M +$17.4M +12% 9.53% 37.2% 34 11.76% 0.2
Torch Wealth Management
3827
Torch Wealth Management
Ohio
$162M +$22.2M +16% 11.7% 48.8% 106 11.32% 3.3
Raine Capital
3828
Raine Capital
New York
$162M +$13.6M +9% 21.3% 119% 13 15.38% 2.2
HCM
3829
Highlander Capital Management
New Jersey
$162M +$9.48M +6% 10.6% 34.4% 761 12.22% 3.4
ACM
3830
Ailanthus Capital Management
New York
$162M +$4.06M +3% 6.64% – 19 52.63% 0.5
Broadmark Asset Management
3831
Broadmark Asset Management
California
$161M +$59.4M +58% 14.4% 39.6% 2 50% 2.9
Bandera Partners
3832
Bandera Partners
New York
$161M +$24M +17% 27% 55.4% 16 18.75% 2.8
PCR
3833
Potrero Capital Research
California
$161M +$18.9M +13% 24.3% 226% 59 47.46% 0.7
Cynosure Group
3834
Cynosure Group
Utah
$161M -$8.19M -5% 17.8% 56.8% 14 7.14% 0.2
Physicians Financial Services
3835
Physicians Financial Services
North Carolina
$161M +$23.3M +17% 13.6% 100% 116 10.34% 2.5
HNP Capital
3836
HNP Capital
New York
$161M +$11.4M +8% 12.1% 52.4% 112 13.39% 0.2
Jacobson & Schmitt Advisors
3837
Jacobson & Schmitt Advisors
Wisconsin
$161M +$22M +16% 19.1% 70.3% 37 10.81% 2.9
Adirondack Research & Management
3838
Adirondack Research & Management
New York
$161M +$584K +0.4% 18.3% 47.8% 106 13.21% 2.7
Cartica Management
3839
Cartica Management
District of Columbia
$160M +$19.1M +14% 52.6% 92.9% 4 75% 1
Searle & Co
3840
Searle & Co
Connecticut
$160M +$18.2M +13% 14% 93.8% 136 17.65% 2.2
Shepherd Kaplan Krochuk
3841
Shepherd Kaplan Krochuk
Massachusetts
$160M +$14.5M +10% 13.3% 38.5% 215 29.77% 2.1
Abacus Planning Group
3842
Abacus Planning Group
South Carolina
$160M +$28.1M +21% 13.9% 59.1% 162 17.28% 0.7
First Commonwealth Financial Corp
3843
First Commonwealth Financial Corp
Pennsylvania
$160M +$17.4M +12% 11.9% 72.9% 155 22.58% 2.4
West Oak Capital
3844
West Oak Capital
California
$160M +$19M +13% 12.5% 110% 344 9.3% 3.6
RI
3845
Rudd International
Florida
$160M +$23.2M +17% 12.9% – 68 5.88% 0.2
CCM
3846
Consolidated Capital Management
California
$160M +$36.4M +30% 13.2% 166% 45 20% 1.8
CWM
3847
Cedar Wealth Management
California
$160M +$20.6M +15% 17% 68.1% 179 16.76% 1.7
Roberts, Glore & Co
3848
Roberts, Glore & Co
Illinois
$160M +$18M +13% 11.4% 72.3% 139 12.95% 4
SC XII Management
3849
SC XII Management
California
$160M +$24.2M +18% 47.7% 73.4% 2 50% 3.5
Carlton Hofferkamp & Jenks Wealth Management
3850
Carlton Hofferkamp & Jenks Wealth Management
Texas
$160M +$19.7M +14% 10.3% 63.9% 94 12.77% 3.1