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
TRIA
4926
Trail Ridge Investment Advisors
Colorado
$148M -$15.3M -9% 14% 68.2% 146 13.01%
CIA
4927
Citadel Investment Advisory
Ohio
$148M -$24.6M -14% 13.8% 67.4% 82 6.1%
EMCIP
4928
Ewing Morris & Co Investment Partners
Ontario, Canada
$148M -$12.4M -8% 13.8% 51.6% 21 33.33%
SA
4929
Stonebridge Advisors
Connecticut
$147M -$23.3M -14% 8.49% 2.4% 4 25%
VIG
4930
Vienna Insurance Group
Poland
$147M -$30.9M -17% 20% 88.1% 41 24.39%
MFP
4931
Meridian Financial Partners
Virginia
$147M +$80.4M +120% 11.7% 73.1% 89 51.69%
CMF
4932
Counterpoint Mutual Funds
California
$147M +$17.8M +14% 7.36% 66.2% 347 65.99%
SFPG
4933
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 16% 54.7% 127 25.98%
WA
4934
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 13.3% 272% 17 58.82%
IAG
4935
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 12.4% 50.3% 138 15.22%
BMWM
4936
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 13.1% 102% 128 17.19%
AWM
4937
AllSquare Wealth Management
New York
$147M -$19.6M -12% 10.7% 62.4% 540 4.26%
STC
4938
Sarah T. Connolly
$147M -$24M -14% 13.5% 35% 97 8.25%
FNBOSM
4939
First National Bank of South Miami
Florida
$147M -$18.5M -11% 11.4% 35.2% 357 19.89%
DWMG
4940
DB Wealth Management Group
California
$147M -$19.2M -12% 13.3% 19% 329 16.72%
RPCONE
4941
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 14.2% 90.1% 234 10.68%
IGYL
4942
I.G.Y. Ltd
United Kingdom
$147M -$55.1M -27% 25% 100% 3 0%
CCM
4943
Cox Capital Management
Massachusetts
$147M -$12.4M -8% 8.64% 95.3% 72 8.33%
WMA
4944
Wealth Management Associates
New Jersey
$147M -$29.7M -17% 11.7% 111% 196 15.31%
CC
4945
Coann Capital
Connecticut
$146M +$3.12M +2% 4.37% 24 75%
APWM
4946
Atlas Private Wealth Management
New York
$146M -$25.7M -15% 10.5% 19.8% 127 12.6%
RHP
4947
Royal Harbor Partners
Texas
$146M -$9.7M -6% 10.3% 44% 91 41.76%
WAM
4948
Worth Asset Management
Texas
$146M -$7.07M -5% 2.24% 115% 603 16.09%
AC
4949
Applied Capital
Arkansas
$146M -$10.3M -7% 12.9% 52.6% 67 29.85%
AC
4950
Aristides Capital
Kentucky
$146M -$17.5M -11% 9.87% 110% 218 40.83%