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 Avg Holding
Period (Yrs)
DP
5526
Divergent Planning
Maryland
$117M +$12.8M +12% 4.7% 43.3% 17 17.65% 0.2
ASBI
5527
American State Bank (Iowa)
Iowa
$117M +$11.8M +11% 8.97% 138% 295 9.83% 0.2
CNHF
5528
Conrad N. Hilton Foundation
California
$117M +$109M +1,392% 5.12% – 3 100% 0
HVCM
5529
Hel Ved Capital Management
Hong Kong
$117M – – 0.04% 1,351% 10 – 0
DIC
5530
Deer IX & Co
New York
$117M -$83.4M -42% 24.2% – 3 33.33% 0.3
AWA
5531
AmeriServ Wealth Advisors
Pennsylvania
$117M +$14.9M +15% 9.78% – 69 8.7% 2.9
ICP
5532
ION Crossover Partners
Israel
$117M -$4.6M -4% 10.4% – 2 0% 0.5
SPL
5533
Smart Portfolios LLC
Washington
$116M +$9.6M +9% 1.7% 41.3% 42 35.71% 1.2
VCM
5534
Verger Capital Management
North Carolina
$116M +$2.19M +2% 3.4% 53.1% 13 7.69% 4.6
FFA
5535
Fi3 Financial Advisors
Indiana
$116M – – 9.92% 83.1% 49 – 0
TWA
5536
TPB Wealth Advisors
Texas
$116M +$15.3M +15% 2.19% – 37 37.84% 0.2
ILCM
5537
Ivy Lane Capital Management
Florida
$116M +$11.7M +11% 9.38% 101% 9 22.22% 0.2
WU
5538
Washington University
Missouri
$116M -$17.5M -13% 12.8% 44% 3 33.33% 0.2
PWM
5539
Pacific Wealth Management
California
$116M -$40.9M -26% 5.02% 72.8% 14 35.71% 0.2
GFI
5540
Global Frontier Investments
South Carolina
$116M +$13.1M +13% 20.7% – 18 5.56% 0.7
GG
5541
Golden Green
South Carolina
$116M +$8.45M +8% 9.81% 92.4% 204 55.88% 0.1
CGFI
5542
Cypress Growth Fund III
California
$116M -$203K -0.2% 2.35% – 35 5.71% 0.2
WF
5543
Williams Financial
Vermont
$116M +$9.95M +9% 1.68% 28.5% 50 58% 0.1
FA
5544
Financial Advantage
Maryland
$116M +$7.8M +7% 7.38% 24.3% 134 12.69% 2.2
CSM
5545
CAMG Solamere Management
North Carolina
$116M -$3.41M -3% 11.1% 51.7% 102 23.53% 2.5
RC
5546
Rovin Capital
Arizona
$116M -$11.3M -9% 6.19% 63.8% 53 24.53% 0.7
MAM
5547
MMA Asset Management
Pennsylvania
$116M +$12.7M +12% 5.85% 54.3% 99 24.24% 0.2
AAM
5548
American Asset Management
Florida
$115M -$1.92M -2% 4.05% 42.5% 8 0% 3.8
CGH
5549
CMG Global Holdings
Texas
$115M – – 8.55% 80.8% 82 – 0
TWM
5550
Trinity Wealth Management
Pennsylvania
$115M +$5.22M +5% 1.69% 56.7% 27 18.52% 1