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
CC
5051
Constitution Capital
Connecticut
$151M +$10.7M +8% 3.37% 70.2% 64 14.06%
HZ
5052
Hixon Zuercher
Ohio
$151M +$7.67M +5% 1.96% 87.5% 60 10%
BCM
5053
Banyan Capital Management
Georgia
$151M +$12.2M +9% 10.7% 42.5% 21 9.52%
NFG
5054
Northeast Financial Group
Pennsylvania
$151M +$19.5M +15% 6.69% 31.6% 50 16%
SICM
5055
Sustainable Insight Capital Management
New York
$150M +$3.75M +3% 9.14% 150% 134 33.58%
SAMT
5056
Select Asset Management & Trust
Pennsylvania
$150M +$25.1M +20% 6.58% 68.4% 76 31.58%
LAM
5057
Lountzis Asset Management
Pennsylvania
$150M +$13.9M +10% 13.9% 144% 82 8.54%
MRI
5058
Mad River Investors
Massachusetts
$150M +$48.2M +47% 70% 225% 23 0%
MAWCM
5059
Mine & Arao Wealth Creation & Management
California
$150M +$10.7M +8% 4.54% 92% 281 7.12%
RCC
5060
Red Cedar Capital
Nebraska
$150M +$12.9M +9% 8.93% 43% 156 11.54%
CAG
5061
Compass Advisory Group
New York
$150M +$19.1M +15% 2.98% 49.2% 45 20%
ATWA
5062
Arbor Trust Wealth Advisors
Michigan
$150M +$12M +9% 6.17% 63.8% 99 8.08%
CWA
5063
Capital Wealth Alliance
Arizona
$150M +$13M +9% 5.71% 108% 143 23.78%
AC
5064
AlphaCore Capital
California
$150M +$15.4M +11% 6.4% 85.9% 67 34.33%
NS
5065
Newman & Schimel
Illinois
$150M +$29.2M +24% 5.31% 49 10.2%
FWM
5066
FSA Wealth Management
Massachusetts
$149M -$50.5M -25% 5.06% 273 83.88%
ANHIM
5067
Alan N. Hoffman Investment Management
Massachusetts
$149M -$7.52M -5% 3.7% 76.8% 13 23.08%
BFA
5068
Brendel Financial Advisors
New Hampshire
$149M +$2.26M +2% 10.3% 126% 98 31.63%
RP
5069
RBS Partners
Florida
$149M -$105M -41% 27.3% 210% 3 33.33%
BCM
5070
Brooktree Capital Management
Michigan
$149M +$13.4M +10% 14.6% 82.9% 46 17.39%
CRC
5071
Catawba River Capital
South Carolina
$149M +$4.15M +3% 4.93% 89.5% 34 26.47%
SIM
5072
Spark Investment Management
New York
$149M +$28M +23% 5.88% 459% 63 46.03%
SIC
5073
Samalin Investment Counsel
New York
$149M +$15.9M +12% 7.01% 62.8% 249 18.07%
AFC
5074
Adaptive Financial Consulting
Ohio
$149M +$17M +13% 0.98% 33.4% 19 21.05%
SV
5075
Stilwell Value
New York
$149M +$16.3M +12% 15.2% 87.9% 41 17.07%