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
LPIC
3926
LeJeune Puetz Investment Counsel
Michigan
$271M +$16M +6% 6.19% 64.1% 188 3.19%
UIA
3927
UBP Investment Advisors
Switzerland
$271M +$25.8M +11% 4.51% 11.2% 136 42.65%
HCM
3928
Horrell Capital Management
Arkansas
$271M +$16.9M +7% 7.92% 55.1% 210 12.38%
SWRP
3929
Summit Wealth & Retirement Planning
California
$270M +$1.23M +0.5% 5.47% 67.6% 103 28.16%
OWM
3930
Opes Wealth Management
California
$270M +$13.9M +5% 7.24% 54.1% 90 12.22%
NME
3931
Notis-McConarty Edward
$270M +$13.2M +5% 6.54% 65.2% 98 3.06%
VCM
3932
Versant Capital Management
Arizona
$270M -$4.2M -2% 5.8% 82.4% 1,685 10.33%
BCCM
3933
Bridge Creek Capital Management
Massachusetts
$270M +$6.39M +2% 4.49% 76.5% 105 6.67%
CAWM
3934
Capital Advisors Wealth Management
Washington
$270M +$38.2M +17% 5.62% 63.8% 99 14.14%
SFS
3935
Shaker Financial Services
Virginia
$270M +$18.6M +7% 5.83% 13.1% 190 31.58%
MIM
3936
Montgomery Investment Management
Maryland
$270M +$8.46M +3% 5.26% 98.4% 84 3.57%
CIM
3937
Corbyn Investment Management
Maryland
$269M +$22.8M +9% 7.69% 56.1% 84 34.52%
FA
3938
FMA Advisory
Pennsylvania
$269M -$54.6M -17% 5.69% 46.7% 172 29.65%
KC
3939
Knuff & Co
California
$269M +$35.4M +15% 10.9% 73.7% 173 15.61%
JCIA
3940
Jackson Creek Investment Advisors
Colorado
$269M -$19.3M -7% 8.97% 185% 378 37.57%
BCM
3941
BHZ Capital Management
California
$269M -$46.2M -15% 6.2% 3.24% 141 14.89%
II
3942
Ibex Investors
Colorado
$269M -$22.5M -8% 11.5% 4.48% 107 72.9%
MPEM
3943
Marathon Partners Equity Management
New York
$269M +$29.2M +12% 3.87% 17 41.18%
WVP
3944
Worth Venture Partners
New Jersey
$269M +$62.5M +30% 10.2% 102% 139 34.53%
PCA
3945
Prospect Capital Advisors
California
$269M +$41.4M +18% 13.2% 136% 36 22.22%
EGP
3946
Entrust Global Partners
New York
$269M -$29.6M -10% 3.93% 75.6% 4 25%
FFG
3947
Ford Financial Group
California
$268M +$35.8M +15% 5.84% 47.7% 620 83.87%
FWC
3948
First Washington Corp
Washington
$268M +$15.3M +6% 8.19% 104% 88 18.18%
TSS
3949
Thomas Story & Son
Indiana
$268M +$3.18M +1% 5.58% 91.8% 68 5.88%
RWI
3950
Red Wave Investments
Pennsylvania
$268M +$25.1M +10% 5.18% 47% 96 10.42%