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
PI
3926
Pettee Investors
Connecticut
$157M -$1.02M -0.6% 2.7% 96.1% 119 7.56%
SP
3927
SWS Partners
Ohio
$157M 2.65% 112% 120
VAM
3928
Velanne Asset Management
United Kingdom
$157M +$12.7M +9% 3.84% 29.6% 24 8.33%
AIC
3929
Archer Investment Corporation
Indiana
$157M +$8.97M +6% 2.93% 68.2% 558 15.77%
BCM
3930
Boltwood Capital Management
California
$157M +$3.52M +2% 3.25% 56.3% 129 3.1%
DP
3931
Denver PWM
Colorado
$157M +$3.78M +2% 2.23% 44.8% 79 24.05%
XSC
3932
X-Square Capital
Puerto Rico
$157M +$11M +8% 3.12% 158% 77 22.08%
GCA
3933
GSI Capital Advisors
California
$157M -$23.8M -13% 0.24% 39.7% 28 10.71%
RCIM
3934
Russell Clark Investment Management
United Kingdom
$157M -$134M -46% 1.55% 172% 55 41.82%
HWA
3935
Heritage Way Advisors
Illinois
$157M +$7.4M +5% 4.03% 79.4% 63 11.11%
MLFP
3936
MPS Loria Financial Planners
Illinois
$156M +$5.66M +4% 2.57% 66.9% 75 10.67%
BP
3937
Broadleaf Partners
Ohio
$156M +$13M +9% 6.31% 180% 59 18.64%
SAM
3938
Security Asset Management
New York
$156M +$4.53M +3% 7.52% 67.4% 86 6.98%
RWM
3939
Rench Wealth Management
Texas
$156M +$3.26M +2% 2.96% 106% 54 3.7%
EFIC
3940
Eliot Finkel Investment Counsel
California
$156M +$5.06M +3% 2.86% 88.9% 39 2.56%
SRC
3941
Sage Rhino Capital
California
$156M +$4.5M +3% 1.91% 86.8% 139 11.51%
FA
3942
Financial Advisors
Massachusetts
$156M +$9.39M +6% 2.88% 71.5% 61 4.92%
AW
3943
Alpha Windward
Massachusetts
$156M +$5.87M +4% 4.34% 33.6% 482 34.65%
JAM
3944
Jolley Asset Management
North Carolina
$156M +$17.6M +13% 5.73% 3.47% 63 20.63%
CPA
3945
Clear Perspective Advisors
Illinois
$156M +$14.8M +11% 3.53% 88.5% 192 31.25%
HIM
3946
Hotaling Investment Management
Pennsylvania
$156M +$7.81M +5% 6.68% 52.6% 124 8.87%
SFC
3947
SYM Financial Corp
Indiana
$156M -$2.41M -2% 5.05% 56% 74 14.86%
BCA
3948
Bay Colony Advisors
Massachusetts
$156M +$4.06M +3% 4.05% 91.8% 246 27.24%
SG
3949
StoneX Group
New York
$156M +$24.3M +18% 2.81% 85.2% 254 16.93%
SBLIC
3950
Security Benefit Life Insurance Company
Kansas
$156M -$9.93M -6% 1.33% 60.6% 8 25%