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
OPWM
5426
Oxinas Partners Wealth Management
Indiana
$121M -$10.7M -8% 2.96% 91.4% 101 18.81%
LA
5427
Latitude Advisors
Florida
$121M +$12.2M +11% 3.67% 72% 160 18.13%
HIC
5428
Hartline Investment Corp
Illinois
$121M -$576M -83% 3.67% 201% 230 86.09%
BDS
5429
Banco de Sabadell
Florida
$121M +$1.86M +2% 5.38% 75.1% 85 7.06%
BDFN
5430
Bond & Devick Financial Network
Minnesota
$121M +$6.53M +6% 1.48% 41.2% 114 9.65%
WIP
5431
WealthCare Investment Partners
Rhode Island
$121M +$3.98M +3% 4.62% 62.6% 114 10.53%
CWM
5432
Chronos Wealth Management
Florida
$121M -$12.5M -9% 5.05% 86.4% 35 5.71%
CHA
5433
Cooper/Haims Advisors
New York
$121M -$31.7M -21% 7.51% 53.1% 79 16.46%
CWA
5434
Capital Wealth Alliance
Arizona
$121M -$22.3M -16% 5.71% 108% 138 21.01%
RA
5435
Rise Advisors
New York
$121M +$21.5M +22% 3.39% 58.9% 770 6.1%
CCIA
5436
Cherry Creek Investment Advisors
Colorado
$121M -$3.34M -3% 4.08% 140% 94 10.64%
BHBT
5437
Burke & Herbert Bank & Trust
Virginia
$121M -$12M -9% 5.19% 67.8% 133 6.02%
CMBA
5438
C.M. Bidwell & Associates
Hawaii
$121M -$5.92M -5% 3.64% 70.6% 567 31.22%
PP
5439
Patron Partners
Texas
$120M -$5.57M -4% 3.81% 90.2% 165 6.06%
NIMC
5440
Nierenberg Investment Management Company
Washington
$120M +$106K +0.1% 0.57% 135% 48 31.25%
FWA
5441
FSM Wealth Advisors
Ohio
$120M +$19.4M +19% 5.3% 62.8% 135 20%
OWP
5442
Old Well Partners
North Carolina
$120M -$4.63M -4% 1.78% 97.8% 45 44.44%
ADIM
5443
Alpha DNA Investment Management
Maryland
$120M +$3.1M +3% 2.2% 134% 209 75.12%
RI
5444
Ridgewood Investments
New Jersey
$120M -$7.02M -6% 6.6% 198 18.18%
WC
5445
Walthausen & Co
New York
$120M -$103M -46% 0.68% 63.3% 142 34.51%
FCAG
5446
First Capital Advisors Group
New Jersey
$120M -$26.1M -18% 5.24% 252 48.02%
PS
5447
Planned Solutions
California
$120M +$12.7M +12% 5.61% 60.8% 69 15.94%
SCM
5448
Segra Capital Management
Florida
$120M +$29.9M +33% 16.6% 37.2% 7 28.57%
GCM
5449
Gator Capital Management
Florida
$120M +$279K +0.2% 2.25% 245% 73 19.18%
SA
5450
SRN Advisors
Pennsylvania
$120M -$23.7M -17% 2.23% 146% 108 0.93%