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
SAM
5351
Stone Asset Management
Texas
$170M 5.51% 42
BAM
5352
Bellevue Asset Management
Washington
$170M +$6.31M +4% 11.9% 56.7% 604 11.09%
FRM
5353
Fox Run Management
Connecticut
$170M +$10.9M +7% 5.19% 64% 780 86.28%
KCM
5354
Kempner Capital Management
Texas
$170M -$5.83M -3% 2.75% 60.9% 57 19.3%
7CM
5355
7G Capital Management
New York
$170M +$40.4M +31% 19.8% 137% 5 20%
CT
5356
Clearstead Trust
Maine
$170M +$11.6M +7% 10.8% 111% 204 7.35%
VAM
5357
Verity Asset Management
North Carolina
$169M +$14.9M +10% 7.22% 79.7% 227 28.63%
TFA
5358
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 7.94% 69.5% 67 29.85%
VWM
5359
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 8.96% 56.9% 206 22.82%
IVM
5360
InterWest Venture Management
California
$169M -$72.3M -30% 22.8% 57.6% 10 10%
CCM
5361
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 12.7% 95.3% 82 10.98%
SCM
5362
Sterneck Capital Management
Missouri
$169M +$12M +8% 7.55% 61.5% 114 13.16%
WSL
5363
Western Standard LLC
California
$169M -$6.73M -4% 5.92% 83.7% 44 54.55%
DWMG
5364
DB Wealth Management Group
California
$169M +$13.8M +9% 7.6% 19% 369 7.59%
SFA
5365
Seneca Financial Advisors
New York
$169M +$18M +12% 6.54% 47.3% 49 22.45%
VFA
5366
Values First Advisors
Tennessee
$169M +$14.5M +9% 6.3% 86.4% 177 19.21%
NAG
5367
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 11.1% 141% 137 95.62%
DCM
5368
Decatur Capital Management
Georgia
$169M +$17.2M +11% 15.5% 135% 66 13.64%
TFA
5369
Triad Financial Advisors
North Carolina
$168M 9.59% 117
GC
5370
Grace Capital
Massachusetts
$168M +$5.88M +4% 7.42% 127% 167 17.96%
TAM
5371
Tabor Asset Management
New York
$168M +$1.2M +0.7% 4.82% 215% 52 65.38%
OFP
5372
OLIO Financial Planning
Virginia
$168M 4.11% 47.8% 41
AAM
5373
Ascension Asset Management
New York
$168M +$15.3M +10% 14.6% 83 6.02%
AIC
5374
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 8.79% 31.7% 132 13.64%
GB
5375
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 8.55% 50.4% 70 12.86%