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
JIC
4201
JRM Investment Counsel
Nebraska
$249M +$10.5M +4% 4.3% 61.2% 19 10.53%
RCS
4202
Retirement Capital Strategies
California
$249M -$22.9M -8% 5.41% 50.2% 83 36.14%
SP
4203
StackLine Partners
New York
$249M -$29.8M -11% 11.3% 12.7% 11 9.09%
LWP
4204
Lumature Wealth Partners
Georgia
$249M -$8.22M -3% 6.57% 439 13.9%
HAC
4205
Harbor Advisory Corp
New Hampshire
$249M +$2.64M +1% 3.03% 49.2% 84 8.33%
TCM
4206
TCG Crossover Management
California
$249M +$35.5M +17% 4.16% 3,169% 20 25%
KSCM
4207
Key Square Capital Management
Connecticut
$249M +$3.48M +1% 6.5% 50.2% 54 83.33%
HCA
4208
Horan Capital Advisors
Ohio
$249M -$3.8M -2% 3.86% 26.6% 97 9.28%
CNBTD
4209
Citizens National Bank Trust Department
Mississippi
$248M -$15M -6% 0.59% 114% 322 10.56%
SFWC
4210
Strategic Family Wealth Counselors
New Jersey
$248M -$63.8M -20% 12.7% 60.6% 109 11.93%
HGERS
4211
Householder Group Estate & Retirement Specialist
Arizona
$248M -$20.4M -8% 0.57% 208 14.9%
MPAM
4212
Murphy Pohlad Asset Management
Minnesota
$248M -$6.22M -2% 4.47% 75.1% 120 14.17%
FRA
4213
Front Row Advisors
California
$248M -$20M -7% 5.47% 122% 979 4.49%
FWC
4214
First Washington Corp
Washington
$248M -$10.6M -4% 6.81% 104% 83 31.33%
ATFA
4215
All Terrain Financial Advisors
Minnesota
$248M +$2.72M +1% 6.81% 52.8% 101 19.8%
BHWM
4216
Bay Harbor Wealth Management
Maryland
$247M -$1.12M -0.4% 4.96% 47.9% 208 29.33%
DC
4217
DeDora Capital
California
$247M +$71.6M +41% 5.6% 81.7% 418 88.28%
OCA
4218
Otter Creek Advisors
Florida
$247M +$92.8M +60% 13.1% 173% 69 53.62%
CWM
4219
Cedar Wealth Management
California
$247M -$318K -0.1% 3.47% 53.2% 390 9.23%
TWMP
4220
Taylor Wealth Management Partners
Massachusetts
$247M -$36.7M -13% 5.37% 62% 69 13.04%
BF
4221
Blankinship & Foster
California
$247M -$16.8M -6% 4.98% 49.6% 56 10.71%
PGWM
4222
Parisi Gray Wealth Management
New Jersey
$247M -$20.6M -8% 5.36% 120% 136 16.91%
MAG
4223
Mokosak Advisory Group
Iowa
$247M -$14M -5% 5.34% 42.7% 27 11.11%
PMA
4224
Prudent Man Advisors
Illinois
$247M -$16.1M -6% 3.71% 56.9% 201 15.42%
ACM
4225
Aljian Capital Management
Nevada
$247M -$17.3M -7% 4.91% 144% 63 14.29%