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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
ITIM
4601
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 3.54% 104% 489 5.11%
ICP
4602
Impact Capital Partners
Colorado
$276M -$5.03M -2% 0.67% 274 15.33%
AI
4603
Auour Investments
Massachusetts
$276M -$10M -4% 0.21% 35.5% 86 11.63%
SFP
4604
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 0.42% 55.5% 114 9.65%
BDFN
4605
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 0.21% 41.2% 171 14.04%
TA
4606
TFG Advisers
Michigan
$276M -$2.31M -0.8% 0.68% 61.8% 212 4.25%
WMR
4607
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 0.19% 36.5% 33 6.06%
SFMG
4608
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 0.75% 47.3% 56 3.57%
PMA
4609
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 1% 82.8% 180 11.11%
GVCM
4610
Global View Capital Management
Wisconsin
$275M -$9.99M -4% 2.42% 141 39.01%
PFG
4611
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 1.07% 54.3% 99 19.19%
CWA
4612
Centennial Wealth Advisory
Michigan
$275M +$20.2M +8% 1.2% 57.6% 153 12.42%
EW
4613
Evexia Wealth
Wisconsin
$275M -$19.9M -7% 1.39% 92.5% 76 2.63%
LCM
4614
Lunt Capital Management
Utah
$275M +$17.9M +7% 0.11% 42% 94 21.28%
WIC
4615
WealthBridge Investment Counsel
Alberta, Canada
$275M +$2.27M +0.8% 0.05% 92.5% 47 2.13%
PWM
4616
Proathlete Wealth Management
Florida
$274M +$8.85M +3% 3.99% 212 71.7%
SM
4617
Skaana Management
New York
$274M -$115M -30% 2.29% 269% 205 39.51%
JWM
4618
Jeppson Wealth Management
California
$273M -$2.52M -0.9% 0.58% 91.6% 214 10.75%
AW
4619
Alaethes Wealth
Nevada
$273M -$6.86M -2% 1.56% 96.4% 117 17.95%
CIC
4620
Chase Investment Counsel
Virginia
$273M -$38.4M -12% 2.13% 350% 154 33.77%
OAM
4621
Oak Asset Management
California
$273M +$2.49M +0.9% 1.76% 78% 105 6.67%
CFG
4622
Clayton Financial Group
Missouri
$273M -$4.8M -2% 2.63% 128 12.5%
KA
4623
Kooman & Associates
Pennsylvania
$273M -$3.7M -1% 1.12% 59.9% 53 22.64%
SC
4624
Schiavi & Co
Delaware
$273M +$16.4M +6% 3.94% 41.4% 42 14.29%
T
4625
Tidemark
California
$273M +$11.5M +4% 0.39% 713 14.03%