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
BWP
4151
Bernardo Wealth Planning
Pennsylvania
$165M +$26.7M +19% 8.47% 50.7% 172 12.79%
PWS
4152
Peloton Wealth Strategists
Indiana
$165M +$8.41M +5% 7.06% 51.3% 81 20.99%
WR
4153
Watson Rebecca
$165M 4.16% 84
IAMOG
4154
Investors Asset Management of Georgia
Georgia
$165M +$7.82M +5% 6.51% 113% 156 6.41%
BC
4155
Barnett & Company
Tennessee
$164M -$6.48M -4% 6.07% 65.9% 524 23.09%
CCC
4156
Chelsea Counsel Company
California
$164M -$1.76M -1% 7.97% 106% 71 9.86%
PL
4157
Polianta Ltd
Jersey
$164M +$6.9M +4% 7.46% 31.6% 107 82.24%
PEA
4158
Pacific Edge Advisors
California
$164M +$11M +7% 5.81% 31.3% 49 14.29%
CI
4159
Chartist Inc
California
$164M +$8.69M +6% 7.64% 32 18.75%
LC
4160
LCNB Corp
Ohio
$164M +$7.77M +5% 7.13% 75.2% 151 5.96%
AWM
4161
Aries Wealth Management
Maine
$164M +$13.5M +9% 7.58% 75% 166 7.83%
ISG
4162
Investment Security Group
Colorado
$164M +$4.79M +3% 17 29.41%
PA
4163
Procyon Advisors
Connecticut
$164M 8.12% 84.2% 1,111
KSCM
4164
Kamunting Street Capital Management
Florida
$164M +$49.9M +44% 3.92% 7.47% 76 75%
CAN
4165
Claraphi Advisory Network
United States
$163M -$1.61M -1% 9.23% 88.3% 427 56.67%
MC
4166
Miramar Capital
Illinois
$163M +$15.4M +10% 6.07% 47.3% 64 26.56%
HPC
4167
Hobart Private Capital
North Carolina
$163M +$16.6M +11% 5.68% 52.5% 163 18.4%
MVM
4168
Medicxi Ventures Management
Jersey
$163M 147% 505% 4
OWM
4169
Opes Wealth Management
California
$163M +$11.6M +8% 7.61% 54.1% 53 7.55%
X
4170
Xponance
Pennsylvania
$163M -$18.2M -10% 8.55% 144% 87 34.48%
PCA
4171
Prospect Capital Advisors
California
$163M -$34.6M -17% 12.5% 202% 32 46.88%
AP
4172
Arlington Partners
Alabama
$163M +$5.52M +4% 2.91% 43.7% 266 35.34%
CCM
4173
Campbell Capital Management
Florida
$163M +$28.7M +21% 12.9% 59 25.42%
CAAM
4174
Cape Ann Asset Management
United Kingdom
$163M 15.4% 199% 8
FAAM
4175
First Ascent Asset Management
Colorado
$163M 4.7% 4.15% 32