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
OPTFSNA
4251
Old Point Trust & Financial Services N A
Virginia
$199M -$17.1M -8% 6.03% 72.6% 82 10.98%
SIM
4252
SW Investment Management
Colorado
$199M +$21.8M +12% 10.7% 143% 9 33.33%
FLI
4253
Family Legacy Inc
South Carolina
$199M -$12M -6% 4.38% 87.8% 111 4.5%
PI
4254
Pelion Inc
Utah
$199M +$35.8M +22% 25.1% 16.9% 4 0%
FUBT
4255
First United Bank & Trust
Maryland
$199M -$18.7M -9% 4.58% 69.2% 148 4.73%
WWM
4256
WT Wealth Management
Arizona
$199M -$3.77M -2% 2.18% 66.6% 108 22.22%
D
4257
Diversified
Delaware
$199M -$42.5M -18% 5.01% 34.4% 129 25.58%
CRWM
4258
Castle Rock Wealth Management
California
$198M +$2.42M +1% 3.25% 105% 222 14.86%
TCOO
4259
Trust Company of Oklahoma
Oklahoma
$198M -$13.9M -7% 4.51% 88.7% 117 5.98%
FA
4260
Fountainhead AM
New Jersey
$198M +$13.9M +8% 5.87% 65.6% 83 27.71%
DC
4261
Diametric Capital
Massachusetts
$198M +$62.8M +46% 9.03% 175% 401 70.82%
CMP
4262
Courage Miller Partners
Virginia
$198M -$12.3M -6% 5.59% 40.3% 70 4.29%
FWC
4263
First Washington Corp
Washington
$198M -$17M -8% 6.16% 142% 67 17.91%
MLA
4264
My Legacy Advisors
Oregon
$198M -$1.8M -0.9% 5.72% 49.1% 209 11.96%
LCM
4265
LDR Capital Management
New York
$198M -$41M -17% 12.1% 38.9% 72 34.72%
MIRH
4266
Madison International Realty Holdings
New York
$198M +$12M +6% 9.61% 3 0%
BWM
4267
BigSur Wealth Management
Florida
$198M -$14.6M -7% 4.87% 83.1% 141 17.02%
AIA
4268
AIMZ Investment Advisors
California
$198M -$10.9M -5% 5.21% 81.3% 111 6.31%
IA
4269
IFG Advisors
Missouri
$198M -$152K -0.1% 5.9% 71.6% 110 10.91%
FA
4270
FC Advisory
Pennsylvania
$197M -$11.4M -5% 5.49% 42.9% 89 15.73%
GMH
4271
General Motors Holdings
Michigan
$197M +$18.3M +10% 15.6% 4.78% 3 0%
WWG
4272
West Wealth Group
California
$197M -$18.6M -9% 5.97% 71.2% 68 14.71%
GFI
4273
Global Frontier Investments
South Carolina
$197M -$17.5M -8% 5.36% 20 15%
CFP
4274
Curran Financial Partners
South Carolina
$197M -$14.7M -7% 5.97% 49.4% 63 11.11%
NHFG
4275
New Harbor Financial Group
Massachusetts
$197M -$5.71M -3% 6.99% 80.6% 29 17.24%