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
PFG
4726
Pinnacle Financial Group
Illinois
$255M +$141K +0.1% 2.58% 54.3% 84 4.76%
CWA
4727
Centennial Wealth Advisory
Michigan
$255M -$1.5M -0.6% 1.37% 57.6% 155 12.9%
BTWM
4728
Baker Tilly Wealth Management
Wisconsin
$255M +$29M +13% 4.14% 83.6% 251 12.35%
PWAC
4729
Private Wealth Advisors (California)
California
$255M -$6.07M -2% 4.07% 55% 93 19.35%
SA
4730
Situational Awareness
California
$255M 24.6% 6
WIM
4731
Wittenberg Investment Management
Massachusetts
$255M -$56.8M -18% 4.74% 86.2% 82 12.2%
MCC
4732
Malaga Cove Capital
California
$255M +$6.12M +2% 3.09% 88.1% 208 20.67%
LC
4733
Lavaca Capital
Texas
$255M +$19.7M +8% 3.22% 32% 309 65.05%
SCA
4734
Sandy Cove Advisors
Massachusetts
$255M +$9.39M +4% 2.1% 78% 130 8.46%
SAM
4735
Selway Asset Management
$255M -$1.4M -0.5% 2.01% 36.5% 82 13.41%
SRC
4736
Stone Run Capital
New York
$255M -$14.1M -5% 1.93% 77.8% 70 2.86%
WF
4737
Whelan Financial
California
$254M +$11.5M +5% 0.97% 57.9% 60 30%
WRTC
4738
Wind River Trust Company
Wyoming
$254M -$5.61M -2% 0.79% 51% 9 0%
CWM
4739
Castle Wealth Management
Florida
$254M +$3.7M +1% 0.46% 48.6% 124 7.26%
MIM
4740
Montgomery Investment Management
Maryland
$254M -$22.2M -8% 4.2% 98.4% 93 6.45%
DWAM
4741
Duncan Williams Asset Management
Tennessee
$254M +$72.5M +40% 2.45% 153 20.26%
RS
4742
Rakuten Securities
Japan
$254M +$23.9M +10% 34.1% 828 22.1%
ACM
4743
Argyle Capital Management
Pennsylvania
$254M +$2.65M +1% 2.8% 95.8% 129 5.43%
JIC
4744
Juniper Investment Company
New York
$254M +$14.3M +6% 7.48% 387% 14 28.57%
JGCM
4745
Joseph Group Capital Management
Ohio
$254M -$7.74M -3% 1.08% 49.3% 89 13.48%
OCM
4746
Orchard Capital Management
Illinois
$254M -$36.9M -13% 2.85% 102% 62 16.13%
SCM
4747
Susquehanna Capital Management
Pennsylvania
$254M +$205M +420% 33.3% 16.1% 1 0%
DK
4748
David Kennon
Florida
$254M -$430K -0.2% 1.07% 46.9% 36 5.56%
DS
4749
Dalal Street
Texas
$253M +$6.54M +3% 10.9% 155% 5 40%
S
4750
Sachetta
Massachusetts
$253M +$714K +0.3% 0.26% 1,299 14.93%