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
BWM
5301
Baron Wealth Management
Michigan
$193M +$4.61M +2% 2.61% 86.8% 200 18%
CI
5302
Chartist Inc
California
$193M -$2.16M -1% 3.81% 28 7.14%
FCG
5303
Financial Connections Group
California
$193M +$101M +111% 1.9% 44.4% 349 54.44%
FNBSF
5304
First National Bank Sioux Falls
South Dakota
$193M +$9.55M +5% 0.21% 65.4% 131 6.11%
FWP
5305
Family Wealth Partners
North Carolina
$193M +$16.2M +9% 1.31% 42 4.76%
PBO
5306
Peoples Bank (Ohio)
Ohio
$193M +$13.3M +7% 2.53% 71.7% 141 17.02%
BA
5307
Baugh & Associates
Georgia
$193M +$4.76M +3% 1.77% 83.8% 40 2.5%
JGCM
5308
Joseph Group Capital Management
Ohio
$193M -$6.98M -3% 0.41% 49.3% 85 15.29%
I2I
5309
Insight 2811 Inc
Illinois
$193M -$2.14M -1% 0.05% 22.2% 90 11.11%
BRG
5310
Bay Rivers Group
Virginia
$192M +$10.2M +6% 7.15% 166% 86 13.95%
BCM
5311
Birch Capital Management
Texas
$192M -$103K -0.1% 1.76% 48.4% 92 9.78%
OWM
5312
OneAscent Wealth Management
Alabama
$192M -$68.3M -26% 1.17% 36.8% 185 55.14%
5SA
5313
5th Street Advisors
Connecticut
$192M +$15.5M +9% 0.47% 39.2% 31 0%
MPM
5314
Mountaineer Partners Management
New York
$192M -$24.4M -11% 0.39% 151% 16 0%
AA
5315
ACT Advisors
North Carolina
$192M +$9.63M +5% 3.2% 69.8% 55 29.09%
SV
5316
Stilwell Value
New York
$192M -$1.02M -0.5% 4.23% 93.8% 36 11.11%
NFG
5317
Norris Financial Group
South Carolina
$192M +$9.73M +5% 5.12% 122% 86 23.26%
HCM
5318
HMS Capital Management
Tennessee
$192M +$11.4M +6% 4.61% 130% 113 9.73%
BCFD
5319
Boit C.F. David
$192M +$8.94M +5% 0.75% 66.7% 130 10.77%
KC
5320
Kinloch Capital
Virginia
$192M -$2.69M -1% 1.15% 48.9% 80 10%
VU
5321
Valence8 US
Massachusetts
$192M +$120K +0.1% 1.88% 53.9% 9 0%
CCIA
5322
Cherry Creek Investment Advisors
Colorado
$192M +$6.99M +4% 5.86% 123% 113 14.16%
GFA
5323
Grunden Financial Advisory
Texas
$192M +$3.5M +2% 0% 26 7.69%
TCOK
5324
Trust Company of Kansas
Kansas
$191M +$7.88M +4% 2.66% 87% 55 16.36%
GCM
5325
Gables Capital Management
Florida
$191M +$9.71M +5% 7.42% 123% 414 9.66%