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
SIC
4526
Shoker Investment Counsel
Ohio
$341M +$2.28M +0.7% 2.46% 58.5% 115 6.96%
PB
4527
Pinnacle Bancorp
Nebraska
$341M +$2.62M +0.8% 2.91% 68.3% 933 8.9%
TWD
4528
True Wealth Design
Ohio
$341M +$13.9M +4% 2.8% 53% 2,879 17.02%
MTIC
4529
Missouri Trust & Investment Company
Missouri
$341M +$2.39M +0.7% 0.32% 56.9% 420 6.19%
APWM
4530
Argonautica Private Wealth Management
Massachusetts
$341M -$1.97M -0.6% 4.93% 158% 199 16.08%
FAL
4531
Focused Alpha LLC
Colorado
$340M 4.36% 243
BCC
4532
Bridge City Capital
Oregon
$340M -$34.2M -9% 5.51% 76.9% 115 12.17%
IWMA
4533
Ironwood Wealth Management (Arizona)
Arizona
$340M +$41.7M +14% 1.17% 31.1% 48 16.67%
ECAM
4534
East Coast Asset Management
Massachusetts
$340M +$20.9M +7% 10.8% 142% 72 9.72%
CAGAS
4535
Capital Advisory Group Advisory Services
Minnesota
$340M +$18.8M +6% 2.66% 62.3% 186 11.29%
IP
4536
Indigo Partners
Arizona
$340M +$45.6M +15% 16.1% 43.8% 2 0%
PWP
4537
Parkwoods Wealth Partners
New York
$340M +$46.8M +16% 3.32% 109 12.84%
VC
4538
Veracity Capital
Georgia
$340M +$26.2M +8% 4.75% 140% 256 12.5%
SC
4539
Stolper & Co
Oklahoma
$339M +$9.46M +3% 2.99% 70.5% 89 0%
LP
4540
Lexington Partners
New York
$339M +$9.04M +3% 1.19% 53.9% 6 50%
KC
4541
Knuff & Co
California
$339M -$5.9M -2% 1.99% 73.7% 137 16.06%
ITIM
4542
Indiana Trust & Investment Management
Indiana
$339M +$10.4M +3% 4.22% 104% 491 8.76%
NOI
4543
Newton One Investments
Delaware
$339M +$1.33M +0.4% 1.2% 38.7% 121 1.65%
GWM
4544
Graybill Wealth Management
Illinois
$339M +$13.6M +4% 3.79% 84 5.95%
EC
4545
Elmind Capital
New York
$339M 51.2% 34
SM
4546
Sweeney & Michel
California
$339M +$41.3M +14% 4.01% 146 9.59%
OFW
4547
Omnia Family Wealth
Florida
$339M +$30.7M +10% 3.81% 80.6% 111 17.12%
LLWM
4548
Life Line Wealth Management
California
$339M +$10.6M +3% 3.9% 38 2.63%
JCIA
4549
Jackson Creek Investment Advisors
Colorado
$338M -$7.07M -2% 7.1% 185% 375 48.8%
MWM
4550
Manske Wealth Management
Texas
$338M +$12.4M +4% 3.09% 217 7.83%