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
CB
5226
CNB Bank
Pennsylvania
$216M +$8.33M +4% 6.92% 91.6% 540 7.78%
IA
5227
IMZ Advisory
Florida
$216M +$15.8M +8% 4.94% 37 16.22%
CFGF
5228
Compass Financial Group (Florida)
Florida
$216M +$15.1M +8% 4.46% 44.1% 40 5%
DWM
5229
Denver Wealth Management
Colorado
$216M +$16.4M +8% 5.24% 64.4% 88 6.82%
HB
5230
Horizon Bancorp
Indiana
$216M +$5.54M +3% 5.87% 33.4% 235 8.94%
SCA
5231
Sander Capital Advisors
Washington
$216M -$3.03M -1% 0.09% 68.8% 16 12.5%
KCM
5232
Knoll Capital Management
Florida
$216M +$67.4M +45% 33.4% 260% 37 8.11%
WA
5233
Watchtower Advisors
Connecticut
$216M +$60.6M +39% 10.7% 384% 17 47.06%
EPW
5234
Evergreen Private Wealth
Colorado
$216M +$12.7M +6% 5.66% 217 5.07%
WMP
5235
Wealth Management Partners
Arizona
$216M +$10.1M +5% 6.86% 179% 121 19.83%
AMIM
5236
Aull & Monroe Investment Management
Alabama
$216M +$11.3M +6% 8.47% 96.6% 131 4.58%
BSA
5237
Bull Street Advisors
Georgia
$215M +$8.19M +4% 6.64% 41.9% 92 2.17%
VSI
5238
Verde Servicos Internacionais
Brazil
$215M -$1.28M -0.6% 6.98% 120% 41 58.54%
MAWCM
5239
Mine & Arao Wealth Creation & Management
California
$215M +$9.96M +5% 5.11% 92% 75 1.33%
PWA
5240
Phoenix Wealth Advisors
North Carolina
$215M +$16.2M +8% 6.5% 60.1% 127 9.45%
HAG
5241
HF Advisory Group
Maryland
$215M +$21.8M +11% 7.35% 64.2% 167 3.59%
PWM
5242
Pacific Wealth Management
California
$215M +$18.6M +9% 5.15% 68.9% 22 27.27%
RGF
5243
Retirement Guys Formula
Ohio
$215M +$6.44M +3% 6.74% 70.2% 139 18.71%
LBWM
5244
Left Brain Wealth Management
Illinois
$215M +$828K +0.4% 3.92% 357% 81 18.52%
SCM
5245
Spreng Capital Management
Ohio
$215M +$22M +11% 5.5% 72.5% 96 31.25%
RCF
5246
Rainwater Charitable Foundation
Texas
$215M +$13.5M +7% 6.42% 40.2% 4 0%
MPPW
5247
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$25.3M +13% 9.84% 75.2% 148 6.08%
BHMP
5248
Bardin Hill Management Partners
New York
$215M -$31.5M -13% 2.35% 214% 49 59.18%
PBC
5249
Pavion Blue Capital
California
$215M +$11.5M +6% 6.7% 77.6% 105 6.67%
CSC
5250
Caldwell Sutter Capital
California
$215M +$12.5M +6% 10.4% 79.5% 940 5%