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
HPWA
5501
Hall Private Wealth Advisors
North Carolina
$161M +$4.15M +3% 7.78% 56 26.79%
LPPF
5502
Long Path Partners Fund
Connecticut
$161M 6.62% 7
BFA
5503
Bluestem Financial Advisors
Illinois
$161M +$7.84M +5% 4.54% 39.5% 27 11.11%
APIM
5504
Agate Pass Investment Management
Washington
$161M 8.87% 68% 99
RCM
5505
Robinson Capital Management
Michigan
$161M +$48.9M +44% 0.46% 7.8% 284 58.45%
MIMC
5506
Matrix IX Management Company
Massachusetts
$161M 18.1% 1
SIM
5507
Sterling Investment Management
Arizona
$161M +$3.67M +2% 5.12% 44.1% 72 6.94%
DCM
5508
DGS Capital Management
New Jersey
$161M 7.14% 177% 182
SSCM
5509
Summit Street Capital Management
New York
$160M +$9.95M +7% 11.6% 217% 32 0%
CCM
5510
Chimera Capital Management
New York
$160M 10.4% 35
TMC
5511
TVL Management Corporation
California
$160M 11.6% 3
QCIG
5512
Quad-Cities Investment Group
Iowa
$160M +$17M +12% 7.57% 61% 202 20.3%
CFN
5513
Cordasco Financial Network
Florida
$160M +$13.5M +9% 8.97% 31.1% 612 14.22%
SIP
5514
Scott Investment Partners
United Kingdom
$160M +$14.4M +10% 13.5% 44% 45 2.22%
LFP
5515
Leeward Financial Partners
Washington
$160M 6.58% 83% 71
JA
5516
JVL Associates
Michigan
$160M +$14.9M +10% 9.13% 73.3% 39 5.13%
ADBIC
5517
A.D. Beadell Investment Counsel
Wisconsin
$160M +$5.93M +4% 7.46% 74.9% 98 12.24%
SFP
5518
Sterling Financial Planning
New Jersey
$160M +$2.83M +2% 7.39% 55.5% 427 77.52%
MWM
5519
Midwest Wealth Management
Indiana
$160M +$14.5M +10% 9.33% 100 9%
PWM
5520
Palumbo Wealth Management
New York
$160M +$7.99M +5% 7.31% 115% 101 16.83%
RCM
5521
Ravenstone Capital Management
$160M +$24.3M +18% 13% 63% 89 50.56%
PWM
5522
Purus Wealth Management
California
$160M +$14.8M +10% 9.07% 156% 123 21.14%
M1FG
5523
Mach-1 Financial Group
Arkansas
$159M +$22.1M +16% 3.69% 83.4% 321 94.39%
SFP
5524
Sandbox Financial Partners
Maryland
$159M +$19.1M +14% 11.7% 69.6% 118 27.97%
FW
5525
FirstPurpose Wealth
Utah
$159M 5.34% 145