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
CT
4576
Columbia Trust
Oregon
$179M +$2.28M +1% 9.66% 36% 144 14.58%
SC
4577
SkyKnight Capital
California
$179M +$5.21M +3% 3.1% 1.58% 3 0%
DRS
4578
Deane Retirement Strategies
Louisiana
$179M +$16.4M +10% 7.72% 64.7% 79 35.44%
EWM
4579
Essex Woodlands Management
Texas
$179M -$62.6M -26% 10.6% 203% 7 0%
EC
4580
EdgeRock Capital
Colorado
$179M +$3.63M +2% 5.81% 71.3% 432 87.04%
CFG
4581
Cambridge Financial Group
Ohio
$179M +$13M +8% 13.2% 32 3.13%
NWM
4582
Northcape Wealth Management
New York
$179M -$102M -36% 10.3% 59.5% 136 46.32%
FW
4583
FirstPurpose Wealth
Utah
$179M +$27.3M +18% 6.15% 195 26.67%
IAM
4584
Impala Asset Management
Florida
$179M +$31.6M +21% 13.3% 102% 37 59.46%
CWA
4585
Centennial Wealth Advisory
Michigan
$179M +$8.86M +5% 5.49% 57.6% 129 19.38%
CNBT
4586
Cornerstone National Bank & Trust
Illinois
$179M -$3.38M -2% 6.47% 33.9% 62 6.45%
ZCM
4587
Zenyatta Capital Management
Delaware
$179M +$6.7M +4% 12.4% 58 74.14%
LWP
4588
Lumature Wealth Partners
Georgia
$179M -$7.74M -4% 8.66% 407 6.88%
HB
4589
Horizon Bancorp
Indiana
$179M 2.31% 22.7% 213
GFPC
4590
Global Financial Private Client
Florida
$179M +$5.04M +3% 9.61% 90.4% 694 7.93%
SCM
4591
SG Capital Management
Illinois
$179M -$35.7M -17% 23.2% 187% 80 72.5%
IAMH
4592
IvyRock Asset Management (HK)
Hong Kong
$179M +$49.9M +39% 6.94% 103% 17 35.29%
NRCM
4593
Northern Right Capital Management
Connecticut
$179M -$9.98M -5% 4.29% 150% 26 30.77%
TDWM
4594
Topel & Distasi Wealth Management
California
$179M -$2.56M -1% 6.54% 33.2% 74 12.16%
AJ
4595
Ashburton (Jersey)
Jersey
$178M +$9.59M +6% 16.2% 47 14.89%
AI
4596
Aflac Inc
Georgia
$178M -$57.8M -24% 20.1% 31.1% 5 40%
EBA
4597
Eagle Bay Advisors
New York
$178M +$16.3M +10% 8.01% 62.7% 1,045 15.12%
VCM
4598
Verger Capital Management
North Carolina
$178M +$26.7M +18% 9.09% 53.1% 38 39.47%
FCAM
4599
First Citizens Asset Management
North Carolina
$178M +$19.9M +13% 7.56% 44.2% 45 42.22%
WCP
4600
Wick Capital Partners
Pennsylvania
$178M +$23.4M +15% 5.94% 48.1% 67 40.3%