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)
ICMP
4426
Integrated Capital Management (Pennsylvania)
Pennsylvania
$116M +$9.13M +9% 8.47% 39.7% 23 8.7% 0.2
Congress Park Capital
4427
Congress Park Capital
New York
$116M +$24.9M +27% 15.9% 99.9% 91 10.99% 1.1
Beaton Management Company
4428
Beaton Management Company
Massachusetts
$116M +$13.8M +14% 12.7% 95.9% 116 6.03% 1.6
Exeter Financial
4429
Exeter Financial
Arizona
$116M +$9.5M +9% 13.3% 59.1% 69 7.25% 1.1
Guardian Investment Management
4430
Guardian Investment Management
California
$115M +$7.28M +7% 11.4% 103% 58 6.9% 3.6
AFC
4431
AFT Forsyth & Company
Florida
$115M +$15M +15% 15% 135% 144 9.72% 3.9
Armor Investment Advisors
4432
Armor Investment Advisors
North Carolina
$115M +$16.9M +17% 11.8% 56.6% 157 16.56% 1.7
Julex Capital Management
4433
Julex Capital Management
Massachusetts
$115M -$38.5M -25% 14.3% – 194 57.22% 0.1
Harborview Advisors
4434
Harborview Advisors
Maine
$115M +$30M +35% 10.3% 27.1% 84 39.29% 0.7
MC
4435
Miles Capital
Iowa
$115M +$14M +14% 13% 15.4% 185 28.11% 1.7
Donald L. Hagan LLC
4436
Donald L. Hagan LLC
Florida
$115M +$7.17M +7% 10.5% 47.9% 101 33.66% 1.8
Tiller Private Wealth
4437
Tiller Private Wealth
Pennsylvania
$115M +$1.46M +1% 13.5% 60.2% 39 23.08% 2.1
Foresight Wealth Management
4438
Foresight Wealth Management
Utah
$115M +$21M +22% 11.8% 19.1% 116 29.31% 0.2
Gunderson Capital Management
4439
Gunderson Capital Management
South Carolina
$115M +$92.2M +401% 24.7% 961% 67 91.04% 0
Seneca House Advisors
4440
Seneca House Advisors
Virginia
$115M +$8.91M +8% 12.1% 58.2% 97 12.37% 1.1
Cerebellum
4441
Cerebellum
California
$115M -$29.3M -20% 14.2% – 576 48.26% 0.5
RCA
4442
Restructuring Capital Associates
Connecticut
$115M -$25.2M -18% 8.31% 71.2% 18 44.44% 1.5
Clare Market Investments
4443
Clare Market Investments
Texas
$115M +$38M +49% 19.6% – 89 29.21% 0.2
HCM
4444
Hall Capital Management
Rhode Island
$115M +$14.3M +14% 12.2% – 85 10.59% 3.3
KCS Wealth Advisory
4445
KCS Wealth Advisory
California
$115M +$19.9M +21% 12.5% 45.3% 158 12.66% 1
Deane Retirement Strategies
4446
Deane Retirement Strategies
Louisiana
$115M +$4.68M +4% 5.25% 73.4% 57 14.04% 2
BI
4447
Bredin Investment
Delaware
$115M +$8.44M +8% 9.86% – 77 6.49% 1.2
Valtinson Bruner Financial Planning
4448
Valtinson Bruner Financial Planning
Minnesota
$115M +$18.9M +20% 4.92% 36.2% 45 15.56% 0.2
Northern Right Capital Management
4449
Northern Right Capital Management
Connecticut
$115M +$25.8M +29% 26.8% 187% 23 56.52% 1.2
Smart Money Group
4450
Smart Money Group
Texas
$114M +$17.9M +19% 11.6% 58.9% 81 46.91% 0.7