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
CRI
5001
Commonwealth Retirement Investments
Virginia
$169M +$3.61M +2% 2.24% 84.4% 71 22.54%
SST
5002
S Squared Technology
New York
$168M +$20.6M +14% 17.7% 223% 35 17.14%
SLM
5003
Snow Lake Management
California
$168M 7.4% 7
SC
5004
Saiph Capital
New Jersey
$168M +$23M +16% 6.99% 52.4% 38 7.89%
ICM
5005
IMS Capital Management
Oregon
$168M +$11.4M +7% 12.2% 119% 151 19.21%
S
5006
Systrade
Liechtenstein
$168M +$52.2M +45% 0.53% 230% 10 10%
SIC
5007
Sterling Investment Counsel
New York
$168M +$6.47M +4% 9.3% 82.8% 165 13.33%
AWM
5008
Act Wealth Management
Texas
$168M +$9.87M +6% 5.39% 66.7% 47 17.02%
BAM
5009
Bayshore Asset Management
Florida
$168M +$12.7M +8% 4.08% 62.3% 34 8.82%
AAG
5010
Avalon Advisory Group
Pennsylvania
$168M +$13.1M +8% 5.57% 41.4% 7 0%
CH
5011
CVS Health
Rhode Island
$168M +$52M +45% 2.6% 48.7% 10 50%
HG
5012
Harbor Group
New Hampshire
$168M +$12.5M +8% 6.63% 41.4% 66 15.15%
IWMWV
5013
Ironwood Wealth Management (West Virginia)
West Virginia
$168M -$3.07M -2% 2.33% 35.2% 24 0%
MBFW
5014
Morton Brown Family Wealth
Pennsylvania
$168M +$21M +14% 4.92% 50% 299 49.16%
PCR
5015
Potrero Capital Research
California
$168M +$16.4M +11% 22.8% 226% 33 36.36%
FMB
5016
Field & Main Bank
Kentucky
$168M +$12.5M +8% 9.51% 107% 274 5.47%
VAM
5017
Verity Asset Management
North Carolina
$168M +$50.6M +43% 5.88% 79.7% 192 19.27%
FI
5018
FIDELIS iM
Oregon
$168M +$14.2M +9% 3.26% 40.1% 22 18.18%
AA
5019
Alta Advisers
United Kingdom
$168M +$528K +0.3% 7.99% 114% 386 2.07%
PFG
5020
Pinnacle Financial Group
Illinois
$167M +$26M +18% 3.48% 54.3% 68 8.82%
BTIM
5021
BancFirst Trust & Investment Management
Oklahoma
$167M -$7.2M -4% 2.76% 44.9% 45 8.89%
WA
5022
Wealthstream Advisors
New York
$167M +$14M +9% 6.75% 88.2% 82 10.98%
PFU
5023
Parus Finance (UK)
United Kingdom
$167M +$20M +14% 21.3% 199% 30 23.33%
BC
5024
Bullfrog Capital
California
$167M +$26.3M +19% 18.7% 3 0%
LC
5025
Littlejohn & Co
Connecticut
$167M +$11.8K +0% 13% 56.2% 76 31.58%