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
SIAM
5101
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 8.92% 37.8% 27 11.11%
CIA
5102
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 14.3% 67.4% 79 1.27%
AFM
5103
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 12.2% 80.5% 117 9.4%
IWN
5104
Independent Wealth Network
Iowa
$146M +$18.2M +14% 8.55% 75.1% 204 16.67%
CPW
5105
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 7.04% 45.8% 48 56.25%
SIM
5106
Strategic Investment Management
Virginia
$146M +$11.3M +8% 7.7% 53.3% 10 0%
EP
5107
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 6.88% 31.5% 47 14.89%
SFS
5108
Solitude Financial Services
Virginia
$146M +$9.08M +7% 9.45% 55.4% 45 4.44%
LSA
5109
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 9.21% 378 31.22%
RFWA
5110
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 6.91% 90.4% 103 32.04%
AWM
5111
AllSquare Wealth Management
New York
$146M +$7.51M +5% 6.7% 62.4% 541 3.14%
DCM
5112
Davidson Capital Management
Texas
$146M -$58.3M -29% 8.94% 79.2% 160 51.25%
FMTCOCP
5113
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 12.7% 60.9% 369 13.01%
CGIC
5114
Continental General Insurance Company
Texas
$146M 22.7% 202% 8
AWP
5115
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 8.8% 54% 113 11.5%
AW
5116
Alaethes Wealth
Nevada
$146M +$9.47M +7% 9.44% 80.5% 110 16.36%
SC
5117
Saiph Capital
New Jersey
$145M +$17.2M +13% 3.76% 44.6% 43 23.26%
BCM
5118
Birch Capital Management
Texas
$145M +$12.8M +10% 9.65% 48.4% 110 6.36%
TRIA
5119
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 9.42% 68.2% 126 9.52%
SRWM
5120
Shira Ridge Wealth Management
California
$145M 7.26% 64.9% 58
NFGH
5121
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 3.58% 244% 47 27.66%
YEPX
5122
Yorktown Energy Partners XI
New York
$145M +$17M +13% 17.7% 139% 4 25%
TB
5123
Treynor Bancshares
Iowa
$145M +$11.6M +9% 6.24% 3.35% 74 4.05%
ATWA
5124
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 10.1% 52.8% 103 9.71%
KA
5125
Kercheville Advisors
Texas
$145M +$47.1M +48% 9.74% 209% 99 31.31%