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
FCM
4276
Fairbanks Capital Management
California
$99.1M -$9.73M -9% 3.31% 69.4% 32 9.38%
SWMG
4277
Sanchez Wealth Management Group
Florida
$99M +$2.16M +2% 0.68% 43.3% 26 15.38%
PP
4278
PDS Planning
Ohio
$99M +$228K +0.2% 2.02% 48.6% 79 20.25%
GC
4279
Gruss & Co
Florida
$98.9M -$3.37M -3% 2.66% 183% 39 28.21%
PFM
4280
Probabilities Fund Management
New York
$98.8M +$29.2M +42% 4.47% 43 9.3%
RPC
4281
Rossmore Private Capital
Connecticut
$98.8M -$461K -0.5% 0.27% 66.3% 462 79%
EIP
4282
Edgbaston Investment Partners
$98.8M -$8M -7% 10.9% 4.67% 2 0%
SCM
4283
Signia Capital Management
Washington
$98.5M +$4.35M +5% 3.63% 27% 32 37.5%
KIA
4284
Kopp Investment Advisors
Minnesota
$98.4M -$1.48M -1% 11.3% 109% 69 11.59%
SMG
4285
Smart Money Group
Texas
$98.3M +$34M +53% 1.61% 45.6% 58 43.1%
TBNY
4286
Trustco Bank (New York)
New York
$98.3M +$1.32M +1% 4.36% 84.3% 69 8.7%
II
4287
Inspire Investing
Idaho
$98.2M -$19.5M -17% 1.07% 77.1% 932 78.76%
OPWM
4288
Oak Point Wealth Management
Michigan
$98M -$3.46M -3% 0.95% 263 42.21%
MP
4289
Manifold Partners
California
$98M -$43.4M -31% 0.52% 24.9% 18 44.44%
CV
4290
Clarus Ventures
Massachusetts
$97.8M -$2.67M -3% 1.99% 70.3% 6 0%
DRS
4291
Deane Retirement Strategies
Louisiana
$97.7M -$9.96M -9% 0.53% 64.7% 70 24.29%
FGC
4292
Financial Gravity Companies
Texas
$97.7M +$10.6M +12% 0.27% 1,799 25.57%
KCM
4293
Knoll Capital Management
Florida
$97.4M -$16M -14% 11.5% 269% 13 7.69%
CPC
4294
Congress Park Capital
New York
$97.3M -$1.92M -2% 0.9% 95.6% 104 20.19%
PWPS
4295
Pinnacle Wealth Planning Services
Ohio
$97.2M +$48.1M +98% 0.56% 64.8% 187 26.2%
BWI
4296
Beacon Wealthcare Inc
North Carolina
$96.9M +$1.46M +2% 1.54% 31.6% 7 0%
CFA
4297
Camarda Financial Advisors
Florida
$96.7M +$13.1M +16% 1.59% 132% 205 25.37%
SVI
4298
Strategic Vision Investment
Hong Kong
$96.5M -$2.1M -2% 7.69% 95.6% 14 50%
SCPM
4299
Sagard Capital Partners Management
New York
$96.4M -$16.4M -15% 1.43% 37.4% 3 33.33%
SCA
4300
Sippican Capital Advisors
Massachusetts
$96.4M -$6.1M -6% 2.87% 90.1% 108 9.26%