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
CSC
4976
Caldwell Sutter Capital
California
$197M +$16.1M +9% 10.9% 65.8% 991 13.52%
MPM
4977
Mountaineer Partners Management
New York
$197M +$40.7M +26% 16.9% 151% 15 13.33%
PWP
4978
Precedent Wealth Partners
Texas
$197M 9.77% 131
RH
4979
RFG Holdings
Texas
$197M +$19.6M +11% 8.26% 72.3% 28 14.29%
KSWA
4980
Kathleen S. Wright Associates
Pennsylvania
$197M +$17.9M +10% 9.64% 66% 221 23.98%
W
4981
WorthPointe
California
$197M +$26.9M +16% 10.6% 51% 83 30.12%
FFC
4982
First Financial Corp
Indiana
$197M +$26M +15% 13.9% 88.3% 402 10.95%
CPW
4983
Crestmont Private Wealth
Texas
$197M +$33M +20% 9.93% 45.8% 50 6%
RIM
4984
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 12.2% 122% 65 13.85%
SWA
4985
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 8.48% 56.3% 23 4.35%
TFA
4986
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 8.77% 63 22.22%
CWM
4987
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 8.43% 46.7% 41 0%
GC
4988
Greencape Capital
Australia
$196M +$11.6M +6% 16.6% 98.1% 3 0%
SIC
4989
Sterling Investment Counsel
New York
$196M +$21.4M +12% 11.1% 82.8% 171 19.88%
SL
4990
SIB LLC
New York
$196M +$27.1M +16% 18.9% 29.2% 18 0%
IRAG
4991
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 12.6% 88.6% 236 13.98%
FMTCOCP
4992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 9.87% 60.9% 456 22.37%
CCP
4993
Carmel Capital Partners
California
$196M -$27M -12% 11.6% 62.1% 762 80.84%
RBC
4994
Rye Brook Capital
Connecticut
$196M +$55.2M +39% 10.4% 67.3% 32 18.75%
PWM
4995
Palumbo Wealth Management
New York
$196M +$13.9M +8% 9.68% 80.7% 135 22.96%
ODA
4996
One Degree Advisors
California
$196M 8.83% 54
SJIM
4997
St. Johns Investment Management
Florida
$196M +$20.3M +12% 11.5% 67.1% 201 6.47%
GAAM
4998
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 12.7% 132% 105 0.95%
BIMC
4999
Benson Investment Management Company
Virginia
$195M +$17.4M +10% 12.3% 91.6% 55 38.18%
CWA
5000
Centennial Wealth Advisory
Michigan
$195M +$9.42M +5% 8.71% 57.6% 155 25.81%