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)
MPS Loria Financial Planners
4201
MPS Loria Financial Planners
Illinois
$225M -$32.6M -13% 5.73% 80% 72 6.94% 4.1
Jackson Creek Investment Advisors
4202
Jackson Creek Investment Advisors
Colorado
$225M +$11.4M +5% 13.6% 239% 397 52.64% 0.7
Capital Planning
4203
Capital Planning
Washington
$225M +$48.5M +27% 8.06% 81.2% 79 24.05% 1.3
Hendley & Co
4204
Hendley & Co
Ohio
$225M +$8.07M +4% 11.3% 64.9% 57 7.02% 5.5
Princeton Capital Management
4205
Princeton Capital Management
New Jersey
$225M -$3.45M -2% 6.03% 206% 99 14.14% 4.5
Financial Management Network
4206
Financial Management Network
California
$225M +$22.3M +11% 8.92% 62.5% 144 17.36% 1.4
H2CM
4207
H/2 Credit Manager
Connecticut
$225M +$35M +18% 13.9% 97.4% 13 7.69% 1.4
Baldrige Asset Management
4208
Baldrige Asset Management
Pennsylvania
$225M +$14.6M +7% 7.27% 43.5% 331 9.67% 1.8
TMD Wealth Management
4209
TMD Wealth Management
Arizona
$225M +$2.34M +1% 6.05% 2.41% 54 44.44% 1.1
TFA
4210
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 7.12% – 116 18.1% 0.8
Cornell Pochily Investment Advisors
4211
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 9.54% 97% 173 6.94% 3.5
Castle Rock Wealth Management
4212
Castle Rock Wealth Management
California
$224M +$25.3M +13% 7.69% 115% 235 22.55% 1.7
WA
4213
WP Advisors
California
$224M +$2.83M +1% 7.24% 113% 111 14.41% 2.9
PH
4214
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 10.5% 79.6% 231 14.72% 4.4
Mokosak Advisory Group
4215
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 7.69% 59.2% 26 15.38% 3.1
Elizabeth Park Capital Advisors
4216
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 7.23% 119% 62 22.58% 1.6
272 Capital
4217
272 Capital
Texas
$223M +$37.3M +20% 7.44% 222% 88 52.27% 0.4
Clear Sky Carbon Solutions Investment Management
4218
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 4.72% – 72 37.5% 0.5
Shoker Investment Counsel
4219
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 13.2% 83.8% 91 9.89% 5.1
Bessemer Securities
4220
Bessemer Securities
New York
$223M -$54.9M -20% 10.6% 45% 138 15.22% 2.3
RFG
4221
RFP Financial Group
Georgia
$223M – – 7.52% 53.2% 915 – 0
Bay Harbor Wealth Management
4222
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 5.72% 47.9% 213 16.9% 2
MP
4223
Mediatel Partners
Texas
$223M +$35.3M +19% 18.9% 11.6% 3 0% 6.5
Perseverance Asset Management International
4224
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 13.9% 120% 18 22.22% 1
IBOK
4225
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 9.83% 94.3% 459 13.73% 3.3