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)
IDBONY
4026
Israel Discount Bank of New York
New York
$130M -$22.8M -15% 10.5% 40.8% 461 14.32% 1.6
PIC
4027
Portland Investment Counsel
Ontario, Canada
$130M +$32.3M +33% 19.7% 108% 39 25.64% 3.8
VIG
4028
Vienna Insurance Group
Poland
$130M -$20.1M -13% 8.77% 188% 70 21.43% 1
WFG
4029
Wills Financial Group
Virginia
$130M -$21.4M -14% 9.01% 57.5% 70 18.57% 3.1
CWM
4030
Concentric Wealth Management
California
$130M -$12.6M -9% 11.2% 33.4% 94 12.77% 1.9
HWA
4031
Heritage Way Advisors
Illinois
$130M -$14.6M -10% 11% 79.4% 64 17.19% 1.7
WCM
4032
Wunderlich Capital Managemnt
Tennessee
$130M -$10.9M -8% 11.1% 33.6% 103 32.04% 2.9
SWM
4033
Shakespeare Wealth Management
Wisconsin
$130M +$123K +0.1% 12.3% 49.6% 45 22.22% 0.7
Tidal Investments
4034
Tidal Investments
Wisconsin
$130M – – 13% 208% 92 – 0
PIA
4035
Peachtree Investment Advisors
Georgia
$130M -$16.9M -12% 12.2% 24.2% 81 17.28% 3.9
AB
4036
Atlas Brown
Kentucky
$130M -$33.2M -20% 12% 115% 149 10.07% 3.7
WPA
4037
West Paces Advisors
Georgia
$130M -$9.29M -7% 9.63% 57.7% 484 2.27% 1.8
SPL
4038
Smart Portfolios LLC
Washington
$130M -$32.1M -20% 8.03% 41.3% 226 49.12% 0.5
DC
4039
Diametric Capital
Massachusetts
$130M +$14.5M +13% 12.3% 175% 140 55% 0.3
AIA
4040
AIMZ Investment Advisors
California
$130M -$25.9M -17% 13.5% 81.3% 105 13.33% 3.6
FLA
4041
Financial Life Advisors
Texas
$129M -$7.2M -5% 7.96% 47% 49 8.16% 0.9
LA
4042
LexAurum Advisors
Kansas
$129M -$13.4M -9% 10.9% – 176 24.43% 0.8
ATC
4043
Adirondack Trust Company
New York
$129M -$19.1M -13% 10.8% 96.8% 376 12.77% 3.7
PCM
4044
Perkins Capital Management
Minnesota
$129M -$37.6M -23% 13.7% 303% 142 16.9% 2
NL
4045
NKCFO LLC
Illinois
$129M – – 7.24% 211% 86 – 0
MAG
4046
Mokosak Advisory Group
Iowa
$129M -$15.3M -11% 13% 57.1% 24 54.17% 0.5
SWMG
4047
Signature Wealth Management Group
Georgia
$129M -$5.88M -4% 8.2% – 337 78.93% 0.9
LBC
4048
Lawrence B. Cohen
$129M -$18.4M -13% 11.3% 41.8% 68 0% 4.1
CAGAS
4049
Capital Advisory Group Advisory Services
Minnesota
$129M -$21.1M -14% 11.6% 54.8% 438 17.35% 0.6
MA
4050
Menlo Advisors
California
$129M -$19.4M -13% 9.63% 108% 43 18.6% 3.6