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
MAWCM
4851
Mine & Arao Wealth Creation & Management
California
$107M 9.13% 92% 239
HB
4852
Horizon Bancorp
Indiana
$107M 6.7% 22.7% 272
PIG
4853
Pantheon Investment Group
California
$106M 8.85% 75
AWM
4854
Aevitas Wealth Management
Massachusetts
$106M +$6.61M +7% 7.1% 36.4% 106 2.83%
NRCM
4855
Northern Right Capital Management
Connecticut
$106M +$30.9M +41% 17.9% 150% 27 51.85%
SC
4856
Spindletop Capital
New York
$106M -$1.17M -1% 10% 18.5% 8 0%
CCMW
4857
Cypress Capital Management (Wyoming)
Wyoming
$106M +$20.8M +24% 8.73% 138% 221 28.96%
SWG
4858
Summit Wealth Group
Vermont
$106M 3.76% 38.4% 28
LF
4859
LifeSteps Financial
California
$106M 6.68% 88% 93
SV
4860
Sapphire Ventures
Texas
$106M 42.8% 20.2% 3
OEP
4861
Ocean Endowment Partners
Illinois
$106M 8.17% 39
CWA
4862
Carolina Wealth Advisors
South Carolina
$106M 4.66% 57.5% 188
GAM
4863
Grandview Asset Management
Pennsylvania
$106M -$4.84M -4% 9.91% 172% 102 18.63%
LBS
4864
Lawrence B. Seidman
$106M -$4.58M -4% 10% 12.3% 23 21.74%
PCM
4865
Pennsylvania Capital Management
Pennsylvania
$106M 9.8% 70.6% 54
SIS
4866
SVB Investment Services
Utah
$105M 5.33% 56
GB
4867
Gunma Bank
Japan
$105M +$366K +0.3% 0.4% 24.5% 9 0%
PFA
4868
Professional Financial Advisors
Nebraska
$105M 5.78% 52.8% 76
DCM
4869
Dean Capital Management
Kansas
$105M +$8.51M +9% 5.43% 57.7% 150 26%
SWM
4870
Strategic Wealth Management
Washington
$105M -$304K -0.3% 3.08% 52.8% 19 0%
QCIG
4871
Quad-Cities Investment Group
Iowa
$105M -$13.2M -11% 6.08% 61% 866 80.6%
SCM
4872
Springhouse Capital Management
Connecticut
$105M -$44.1M -30% 10.1% 52% 18 38.89%
EA
4873
Emerald Advisors
Washington
$105M 4.43% 78.4% 97
SAM
4874
S.A. Mason
Michigan
$105M 7.74% 80.6% 453
SAM
4875
Steinberg Asset Management
New York
$105M +$7.12M +7% 10.5% 114% 37 8.11%