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
CFO
5051
Colony Family Offices
North Carolina
$160M -$3.57M -2% 0.88% 49.6% 24 16.67%
LI
5052
Latash Investments
Alaska
$160M +$2.37M +2% 0.63% 110% 22 13.64%
ATWA
5053
Arbor Trust Wealth Advisors
Michigan
$160M +$812K +0.5% 0.02% 63.8% 100 3%
RCA
5054
Ranch Capital Advisors
Florida
$160M -$6.13M -4% 0.34% 92.6% 836 41.63%
MAG
5055
Millrace Asset Group
Pennsylvania
$160M -$31.6M -16% 3.63% 113% 90 26.67%
NFSG
5056
Newbridge Financial Services Group
Florida
$160M -$3.21M -2% 1.5% 164% 1,688 30.04%
NS
5057
Newman & Schimel
Illinois
$160M +$857K +0.5% 1.29% 48 6.25%
BSAM
5058
Blue Square Asset Management
New York
$160M -$2.88M -2% 1.01% 104% 85 9.41%
MMM
5059
Mendel Money Management
Illinois
$160M +$761K +0.5% 1.33% 75.4% 72 6.94%
WDC
5060
Woodward Diversified Capital
California
$159M -$15.8M -9% 1.68% 107% 233 27.9%
AEPIP
5061
AH Equity Partners IV (Parallel)
California
$159M -$112M -41% 22.4% 2 50%
AIA
5062
Armor Investment Advisors
North Carolina
$159M -$6.17M -4% 1.53% 56.6% 169 8.88%
AA
5063
AF Advisors
California
$159M -$40.9M -20% 19.6% 76.5% 25 12%
BMWM
5064
Brown Miller Wealth Management
Virginia
$159M +$2.79M +2% 0.24% 102% 128 12.5%
MC
5065
Muzinich & Co
New York
$159M -$26.9M -14% 0.33% 9.67% 52 28.85%
MCM
5066
Masterton Capital Management
New York
$159M +$4.39M +3% 5.13% 1.94% 26 57.69%
CWM
5067
Concentrum Wealth Management
California
$159M +$3.43M +2% 0.74% 174% 61 13.11%
LGA
5068
Lebenthal Global Advisors
New York
$159M -$27M -15% 1.86% 50.8% 174 36.78%
RPG
5069
Resource Planning Group
Georgia
$159M -$13.6M -8% 1.11% 1.9% 88 6.82%
FIM
5070
FWL Investment Management
Texas
$159M -$5.72M -3% 1.29% 165% 55 25.45%
WP
5071
Waycross Partners
Kentucky
$159M -$29.2M -16% 0.36% 87.7% 102 35.29%
TCM
5072
Tandem Capital Management
New Jersey
$159M +$38K +0% 0.18% 120% 91 8.79%
FRM
5073
Fox Run Management
Connecticut
$159M +$48.9M +44% 4.12% 64% 673 84.55%
CRC
5074
Catawba River Capital
South Carolina
$159M -$211K -0.1% 0.04% 89.5% 29 13.79%
SIAG
5075
Signet Investment Advisory Group
Rhode Island
$159M +$3.36M +2% 0.4% 59.6% 91 4.4%