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
SC
3976
Scholtz & Company
Connecticut
$150M -$4.69M -3% 3.26% 89.2% 64 26.56%
SFC
3977
SYM Financial Corp
Indiana
$150M -$6.15M -4% 1.71% 56% 76 21.05%
1NWS
3978
1 North Wealth Services
Maryland
$150M 2.3% 349
UTC
3979
Unified Trust Company
Kentucky
$150M +$5.88M +4% 2.21% 69.7% 60 20%
BT
3980
Brandywine Trust
Delaware
$149M +$7.93M +6% 3.04% 32.7% 42 11.9%
CA
3981
Continuum Advisory
Idaho
$149M +$3.79M +3% 0.99% 77% 137 8.76%
MS
3982
Mizuho Securities
Japan
$149M +$72.5M +94% 1.72% 109% 181 44.75%
CAM
3983
Crown Advisors Management
California
$149M +$4.93M +3% 3.24% 284% 55 34.55%
AFA
3984
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 2.6% 340% 21 28.57%
CWM
3985
Cedar Wealth Management
California
$149M -$5.27M -3% 2.64% 68.1% 177 17.51%
CGI
3986
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 0.36% 17.4% 19 0%
PCM
3987
Peak Capital Management
Colorado
$149M +$2.52M +2% 2.91% 9.52% 24 0%
PSC
3988
Prentiss Smith & Co
Vermont
$149M -$4.09M -3% 0.53% 63.9% 64 9.38%
NCM
3989
Next Capital Management
New York
$149M -$40K -0% 0.15% 61.3% 915 75.52%
DCM
3990
Delta Capital Management
New Jersey
$149M -$9.62M -6% 0.87% 125% 65 1.54%
SCM
3991
Springhouse Capital Management
Connecticut
$149M -$28.6M -16% 3.12% 52% 21 28.57%
HBWM
3992
Hollow Brook Wealth Management
New York
$149M +$38.5M +35% 1.53% 92.8% 57 15.79%
MCP
3993
Martin Capital Partners
Oregon
$149M +$7.23M +5% 2.07% 35.2% 56 16.07%
AAM
3994
Augustine Asset Management
Florida
$149M +$3.31M +2% 3.36% 344% 76 22.37%
QCM
3995
Quantinno Capital Management
New York
$148M -$21.9M -13% 2.83% 119% 571 61.82%
BWM
3996
BigSur Wealth Management
Florida
$148M +$5.07M +4% 0.68% 83.1% 105 7.62%
AIC
3997
Ayalon Insurance Company
Israel
$148M +$403K +0.3% 1.49% 89.3% 121 14.05%
MSFP
3998
Mark Sheptoff Financial Planning
Connecticut
$148M +$1.83M +1% 2.55% 92.4% 408 22.3%
AIA
3999
Arcadia Investment Advisors
Idaho
$148M +$995K +0.7% 0.46% 51.4% 76 14.47%
PMAM
4000
Penn Mutual Asset Management
Pennsylvania
$148M +$46.9M +46% 1.53% 28.7% 27 33.33%