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
DW
4051
Dodds Wealth
Colorado
$408M +$4.03M +1% 1.05% 61 9.84%
FC
4052
Farringdon Capital
United Kingdom
$407M +$14.2M +4% 1.53% 676 75%
NL
4053
Navalign LLC
California
$407M +$28.4M +7% 2.25% 50.7% 512 75.78%
OPA
4054
Old Port Advisors
Maine
$407M +$9.26M +2% 3.4% 106% 251 13.15%
T
4055
TOBAM
France
$407M +$131M +48% 1.98% 56% 278 19.42%
LWAM
4056
Legacy Wealth Asset Management
Minnesota
$407M -$4.45M -1% 1.87% 102% 388 13.4%
BFA
4057
Bill Few Associates
Pennsylvania
$407M +$18.6M +5% 2.19% 81.8% 212 12.26%
MCM
4058
Monarch Capital Management
Indiana
$407M -$1.05M -0.3% 2.85% 65% 127 6.3%
DI
4059
Diligent Investors
California
$407M +$11M +3% 2.24% 71.9% 356 11.52%
GAG
4060
Goodman Advisory Group
Massachusetts
$406M +$4.55M +1% 2.3% 62.7% 210 23.81%
BLC
4061
Brown, Lisle/Cummings
Rhode Island
$406M +$16.3M +4% 3.45% 61.8% 770 4.94%
BFP
4062
Briaud Financial Planning
Texas
$406M +$99.8M +33% 9.03% 93.1% 38 7.89%
BTWM
4063
Baker Tilly Wealth Management
Wisconsin
$406M -$37M -8% 3.4% 83.6% 299 13.04%
LSC
4064
Logan Stone Capital
Illinois
$406M +$185M +84% 8.88% 34.1% 174 75.86%
WSC
4065
Wellington Shields & Co
New York
$405M +$22M +6% 5.2% 75.6% 347 14.12%
PWM
4066
Palumbo Wealth Management
New York
$405M +$92.2M +29% 6.28% 80.7% 239 33.89%
AWM
4067
Atticus Wealth Management
Florida
$405M +$8.71M +2% 2.27% 63.8% 210 9.05%
CA
4068
COFG Advisors
Illinois
$405M 3.16% 228
TECP
4069
Trails Edge Capital Partners
Georgia
$405M 55.4% 23
CAP
4070
Cordoba Advisory Partners
New York
$405M 1.24% 145
PIC
4071
PCJ Investment Counsel
Ontario, Canada
$404M +$44.7M +12% 11.7% 165% 73 28.77%
MM
4072
Meridian Management
Arkansas
$404M +$30.3M +8% 2.93% 47.4% 83 6.02%
ACM
4073
Aspen Capital Management
Idaho
$404M +$11.5M +3% 2.53% 83 6.02%
CNC
4074
Citizens & Northern Corp
Pennsylvania
$404M +$19.7K +0% 1.75% 73.3% 130 11.54%
KLCM
4075
KG&L Capital Management
Louisiana
$403M +$29.8M +8% 3.21% 69.6% 241 19.5%