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
OCM
5426
Orion Capital Management
California
$191M +$2.27M +1% 4% 75.3% 515 17.28%
USB
5427
Union Savings Bank
Connecticut
$190M -$786K -0.4% 1.21% 307 6.84%
ATWA
5428
Arbor Trust Wealth Advisors
Michigan
$190M +$8.41M +5% 1.45% 63.8% 104 9.62%
PWG
5429
Private Wealth Group
Florida
$190M -$2.54M -1% 0.73% 48.2% 60 1.67%
NEPPG
5430
New England Professional Planning Group
Rhode Island
$190M -$1.34M -0.7% 0.66% 59% 56 14.29%
TCM
5431
Tekne Capital Management
New York
$190M -$159M -46% 10.3% 516% 11 54.55%
SCM
5432
Sage Capital Management
New Jersey
$190M +$6.05M +3% 2.99% 158 6.33%
SWP
5433
ShoreHaven Wealth Partners
New Jersey
$190M +$8.61M +5% 3.19% 63.8% 82 9.76%
ORG
5434
Optimist Retirement Group
Washington
$190M -$4.45M -2% 1.25% 123 20.33%
FTCM
5435
Fir Tree Capital Management
New York
$190M -$224M -54% 1.58% 17.3% 134 50.75%
BFS
5436
Bare Financial Services
Pennsylvania
$190M +$86.1M +83% 0.6% 169 27.81%
MLA
5437
MB, Levis & Associates
Pennsylvania
$190M +$3.97M +2% 0.32% 40% 292 4.11%
GAM
5438
Garrison Asset Management
Arkansas
$190M -$377K -0.2% 0.95% 52.1% 112 10.71%
CWA
5439
Continuum Wealth Advisors
New York
$190M +$13.2M +7% 2.33% 61.4% 69 23.19%
GCM
5440
Gallacher Capital Management
Colorado
$190M -$7.01M -4% 2.18% 70.7% 329 38.6%
AWA
5441
Aletheian Wealth Advisors
Washington
$190M +$5.44M +3% 2.33% 87 5.75%
OCP
5442
OCO Capital Partners
New York
$190M +$82.8M +77% 2.21% 679% 4 25%
LWM
5443
Lodestone Wealth Management
Washington
$190M -$946K -0.5% 1.24% 81.1% 151 4.64%
AFTS
5444
American Financial & Tax Strategies
New York
$190M +$3.42M +2% 0.5% 93 2.15%
CC
5445
Constitution Capital
Connecticut
$190M +$12.5M +7% 4.38% 70.2% 64 6.25%
APSI
5446
Asset Planning Services Inc
Louisiana
$190M +$10.6M +6% 8.63% 117% 35 0%
FG
5447
Foresight Group
United Kingdom
$189M +$4.79M +3% 2.31% 34 8.82%
MPPW
5448
Mitchell & Pahl Private Wealth
Oklahoma
$189M -$963K -0.5% 0.46% 75.2% 143 1.4%
SCGDR
5449
Sharp Capital Gestora de Recursos
Brazil
$189M -$55.3M -23% 4.61% 61.4% 6 16.67%
OFS
5450
Orrstown Financial Services
Pennsylvania
$189M +$9.88M +6% 1.97% 85 10.59%