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)
PCR
3951
Potrero Capital Research
California
$181M +$7.38M +4% 9.45% 226% 54 29.63% 1
Spectrum Asset Management (California)
3952
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 7.05% 68.3% 100 27% 1.9
Affiance Financial
3953
Affiance Financial
Minnesota
$181M +$16.6M +10% 5.9% 57.8% 147 40.14% 2.3
Blankinship & Foster
3954
Blankinship & Foster
California
$181M +$13M +8% 6.81% 67.1% 49 8.16% 2
Ballast Inc
3955
Ballast Inc
Kentucky
$181M +$18.3M +11% 7.17% 71.3% 108 12.04% 1.5
Pacific Wealth Strategies Group
3956
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 8.01% 75.5% 84 3.57% 2.5
Torch Wealth Management
3957
Torch Wealth Management
Ohio
$181M +$12.1M +7% 8.09% 48.8% 113 6.19% 3.7
OneAscent Financial Services
3958
OneAscent Financial Services
Alabama
$181M +$158M +707% 5.97% 63.8% 189 95.77% 0
Cota Capital Management
3959
Cota Capital Management
California
$181M – – 10.7% 46% 13 – 0
Lowe Wealth Advisors
3960
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 6.03% 63.3% 340 16.18% 2.9
Arlington Financial Advisors
3961
Arlington Financial Advisors
California
$180M +$4.61M +3% 8.02% 67.6% 61 24.59% 1.6
Impactive Capital
3962
Impactive Capital
New York
$180M – – 21% 25% 6 – 0
Taiyo Life Insurance Company
3963
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 7.68% 90.5% 5 0% 1.8
Oak Asset Management
3964
Oak Asset Management
California
$180M +$13.8M +8% 11.2% 91.8% 97 4.12% 1.7
MinichMacGregor Wealth Management
3965
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 4.05% 130% 56 12.5% 1.1
REDW Wealth
3966
REDW Wealth
New Mexico
$180M +$9.42M +6% 4.53% 54.1% 88 11.36% 2.3
TAP Consulting
3967
TAP Consulting
Missouri
$179M +$10M +6% 5.42% 3.08% 113 8.85% 0.6
ITIM
3968
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 4.65% 114% 119 5.04% 4.9
Lexington Partners
3969
Lexington Partners
New York
$179M – – 13.3% 1.27% 4 – 1
ETI
3970
Enterprise Trust & Investment
California
$179M +$16.1M +10% 11.5% 58.6% 206 11.17% 0.5
CoreCommodity Management
3971
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 12.1% 65.8% 185 16.76% 3
Bernicke Wealth Management
3972
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 3.29% – 47 4.26% 3
Tillar-Wenstrup Advisors
3973
Tillar-Wenstrup Advisors
Ohio
$179M +$6.48M +4% 5.17% 27.4% 53 22.64% 1.9
Provenire Capital
3974
Provenire Capital
Minnesota
$179M – – 9.06% – 31 – 0
Steel Grove Capital Advisors
3975
Steel Grove Capital Advisors
Tennessee
$179M +$10M +6% 7.03% 106% 126 10.32% 3