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
ITB
5401
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 3.74% 37.7% 83 14.46%
MIRH
5402
Madison International Realty Holdings
New York
$198M -$7.4M -4% 13.9% 2 0%
SCM
5403
Sitrin Capital Management
California
$198M -$1.82M -0.9% 0.81% 97% 44 9.09%
NRW
5404
Nova R Wealth
Kansas
$198M -$4.73M -2% 0.75% 54.5% 88 15.91%
BMC
5405
Beaton Management Company
Massachusetts
$198M +$666K +0.3% 0.17% 79.9% 137 3.65%
SIA
5406
SGL Investment Advisors
Montana
$198M +$3.52M +2% 0.75% 122 19.67%
EA
5407
Everpar Advisors
Oklahoma
$198M +$4.99M +3% 4.02% 285 16.84%
LC
5408
Littlejohn & Co
Connecticut
$198M +$718K +0.4% 4.49% 43.7% 25 8%
WAOI
5409
Wealth Advisors of Iowa
Iowa
$198M +$1.87M +0.9% 0.79% 54% 73 17.81%
RGF
5410
Retirement Guys Formula
Ohio
$198M -$16.8M -8% 0.59% 57.6% 143 16.08%
AE
5411
Axon Enterprise
Arizona
$198M 30.8% 1
AWM
5412
AAF Wealth Management
Massachusetts
$198M -$204K -0.1% 0.75% 65.8% 49 14.29%
JHA
5413
Jackson Hill Advisors
Texas
$198M +$1.53M +0.8% 3.45% 79.4% 13 15.38%
CCM
5414
Candelo Capital Management
New York
$198M +$19M +11% 8.8% 54 59.26%
SCM
5415
Sage Capital Management
New Jersey
$198M -$10.5M -5% 0.43% 165 6.06%
SIF
5416
State Insurance Fund
New York
$198M +$4.6M +2% 2.37% 1 0%
HWA
5417
Hilltop Wealth Advisors
North Carolina
$198M -$16.6M -8% 0.27% 43.9% 54 11.11%
PF
5418
Prosperitas Financial
California
$198M +$11.9M +6% 3.56% 68 14.71%
CWA
5419
Continuum Wealth Advisors
New York
$198M +$11.3M +6% 0.62% 61.4% 62 12.9%
TFCM
5420
Taylor Frigon Capital Management
Arizona
$198M -$3.02M -2% 10.6% 131% 92 5.43%
AWMNH
5421
Arcadia Wealth Management (New Hampshire)
New Hampshire
$198M +$7.6M +4% 1.04% 50.2% 65 9.23%
BPIA
5422
Broad Peak Investment Advisers
Singapore
$198M -$128M -39% 4.98% 9 55.56%
PK
5423
Pflug Koory
Nebraska
$198M -$5.87M -3% 1.32% 399 1.25%
DR
5424
Davis Rea
Ontario, Canada
$198M -$32.3M -14% 1.17% 50% 39 23.08%
VWM
5425
Vivid Wealth Management
Iowa
$198M +$6.09M +3% 5.03% 68 23.53%