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
SSC
4301
Syverson Strege & Co
Iowa
$223M -$10.1M -4% 3.33% 50.6% 62 3.23%
NIM
4302
Nicollet Investment Management
Minnesota
$223M -$1.15M -0.5% 1.95% 82% 62 3.23%
RAG
4303
RIA Advisory Group
Iowa
$223M -$9.05M -4% 0.58% 141 28.37%
WA
4304
Wealth Advisors
California
$223M -$11.2M -5% 3.77% 40% 71 14.08%
GC
4305
Guidance Capital
Kentucky
$223M -$6.69M -3% 1.9% 62.6% 159 9.43%
HKIM
4306
Hayek Kallen Investment Management
Alabama
$223M -$11.8M -5% 3.14% 68.5% 90 6.67%
NCM
4307
Next Capital Management
New York
$223M +$7.16M +3% 1.07% 56.1% 126 15.87%
GCM
4308
G2 Capital Management
Ohio
$223M -$6.71M -3% 3.45% 41.1% 44 2.27%
CCP
4309
Carmel Capital Partners
California
$223M +$28.8M +15% 2.89% 62.1% 782 48.72%
LWM
4310
Ledge Wealth Management
Minnesota
$223M +$13.5M +6% 2.74% 63 6.35%
APWM
4311
Argonautica Private Wealth Management
Massachusetts
$223M +$196K +0.1% 2.22% 158% 197 15.74%
ZR
4312
Zeno Research
New York
$223M +$42.4M +24% 1.75% 25.2% 37 59.46%
AIM
4313
AMI Investment Management
Indiana
$223M -$2.78M -1% 2.09% 47.9% 63 14.29%
LL
4314
LPWM LLC
Minnesota
$222M -$4.26M -2% 3.64% 54.3% 69 5.8%
MPPLM
4315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222M -$5.94M -3% 2.98% 90.2% 130 8.46%
MTIC
4316
Missouri Trust & Investment Company
Missouri
$222M +$44.6M +25% 5.34% 56.9% 474 13.71%
CCG
4317
Cloverfields Capital Group
Minnesota
$222M -$87.8M -28% 1.83% 91.5% 81 11.11%
DFA
4318
Delta Financial Advisors
Louisiana
$222M -$4.44M -2% 2.75% 80.5% 121 2.48%
FACM
4319
Forest Avenue Capital Management
Florida
$222M +$3.57M +2% 7.86% 330% 36 47.22%
CCM
4320
Cutler Capital Management
Massachusetts
$222M +$8.76M +4% 0.31% 34% 113 9.73%
OPTFSNA
4321
Old Point Trust & Financial Services N A
Virginia
$221M -$18.7M -8% 2.6% 67.6% 269 69.52%
PWM
4322
Prentice Wealth Management
New York
$221M +$873K +0.4% 3.11% 44.2% 101 8.91%
WCG
4323
Weaver Consulting Group
California
$221M -$5.21M -2% 3% 50.5% 193 7.77%
WAM
4324
Wakefield Asset Management
Colorado
$221M -$29.9M -12% 2.62% 111% 179 36.31%
DA
4325
DCM Advisors
New York
$221M -$12.1M -5% 1.73% 90.4% 82 10.98%