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
CNBT
5376
Cornerstone National Bank & Trust
Illinois
$218M -$3.57M -2% 1.83% 33.9% 170 4.71%
BAM
5377
Bayshore Asset Management
Florida
$218M -$5.22M -2% 1.65% 62.3% 58 12.07%
1W
5378
1776 Wealth
Georgia
$218M -$5.76M -3% 10.4% 90.4% 151 11.26%
HAG
5379
HF Advisory Group
Maryland
$218M +$2.33M +1% 1.2% 64.2% 165 4.24%
RA
5380
Ransom Advisory
Rhode Island
$218M +$3.54M +2% 2.31% 418 4.07%
SCA
5381
Sander Capital Advisors
Washington
$217M +$1.39M +0.6% 4.39% 68.8% 15 0%
CA
5382
Continental Advisors
Utah
$217M +$9.82M +5% 3.42% 69% 45 15.56%
PWM
5383
Penobscot Wealth Management
Maine
$217M +$31.8M +17% 2.68% 50.5% 79 10.13%
RCM
5384
Ridgepath Capital Management
Tennessee
$217M +$91.6M +73% 1.15% 53 30.19%
AIM
5385
Anatole Investment Management
Hong Kong
$217M -$136M -38% 14.9% 3,486% 16 50%
CL
5386
COWA LLC
Oklahoma
$217M +$6.92M +3% 1.11% 65.5% 138 21.01%
TA
5387
TKG Advisors
Indiana
$217M +$14.3M +7% 2.6% 104% 112 33.04%
RFG
5388
Range Financial Group
Oregon
$217M +$144M +198% 3.85% 188% 185 56.76%
PPWM
5389
Paragon Private Wealth Management
Kentucky
$217M +$14.9M +7% 2.15% 93.9% 178 15.17%
SGM
5390
Scalar Gauge Management
Texas
$217M +$28.3M +15% 22.6% 34 44.12%
WCM
5391
Westerly Capital Management
California
$217M +$38.6M +22% 18% 116% 53 39.62%
SFS
5392
Searcy Financial Services
Kansas
$217M +$3.42M +2% 2.18% 58.5% 26 0%
WCM
5393
WestBridge Capital Management
Mauritius
$216M +$62.7M +41% 40.9% 33.3% 1 0%
PIAS
5394
PCA Investment Advisory Services
Ohio
$216M +$3.65M +2% 1.22% 63.7% 163 15.34%
LIA
5395
Luken Investment Analytics
Tennessee
$216M -$1.86M -0.9% 0.12% 47.6% 143 14.69%
PIA
5396
Powell Investment Advisors
Florida
$216M +$1.76M +0.8% 2.71% 76.1% 167 17.37%
DWS
5397
Discipline Wealth Solutions
South Carolina
$216M +$26.5M +14% 1.45% 83 26.51%
PFSC
5398
Peoples Financial Services Corp
Pennsylvania
$216M -$4.83M -2% 1.13% 93% 263 5.7%
WI
5399
Whitebark Investors
Nevada
$216M 13.7% 9
ICM
5400
IMS Capital Management
Oregon
$216M -$6.82M -3% 1.1% 119% 148 12.16%