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
CI
5576
Cordant Inc
Oregon
$172M +$9.22M +6% 3.83% 47% 156 55.13%
HIA
5577
HTG Investment Advisors
Connecticut
$172M +$19.3M +13% 6.68% 51.8% 64 9.38%
SAM
5578
Soviero Asset Management
New York
$172M -$32.2M -16% 12.2% 503% 51 54.9%
WWP
5579
Walden Wealth Partners
Ohio
$172M +$13.5M +8% 7.19% 94 12.77%
ORC
5580
O'Rourke & Company
Massachusetts
$172M +$17.1M +11% 6.57% 62.4% 148 11.49%
TCG
5581
Transcendent Capital Group
Oklahoma
$172M +$22.1M +15% 6.63% 414 23.19%
TB
5582
Treynor Bancshares
Iowa
$172M +$474K +0.3% 4.85% 3.35% 82 6.1%
BIM
5583
Bullseye Investment Management
Ohio
$172M +$14M +9% 5.91% 43.5% 58 18.97%
HBT
5584
Heartland Bank & Trust
Illinois
$172M +$26.8M +18% 11.8% 95.5% 151 24.5%
CHA
5585
Cooper/Haims Advisors
New York
$172M -$4.38M -2% 6.43% 41.9% 82 3.66%
MC
5586
Metavasi Capital
New York
$172M -$85.2M -33% 23.5% 656% 39 53.85%
DCM
5587
Dean Capital Management
Kansas
$172M +$9.93M +6% 5.16% 57.7% 131 9.16%
CWM
5588
Cahill Wealth Management
Michigan
$172M +$23.1M +16% 9.67% 24.7% 47 6.38%
PBM
5589
Propel Bio Management
California
$172M +$51.2M +42% 41.2% 37 32.43%
AWM
5590
Aberdeen Wealth Management
Illinois
$172M +$33.9M +25% 10.5% 56.7% 174 7.47%
PSF
5591
Pacific Sun Financial
California
$172M +$13.4M +8% 6.77% 51.6% 181 6.08%
MMHP
5592
Murphy Middleton Hinkle & Parker
Georgia
$172M +$9.74M +6% 8.5% 61.7% 138 5.07%
CRCM
5593
Crystal Rock Capital Management
Illinois
$172M +$20.2M +13% 20.7% 153% 28 10.71%
WA
5594
WESPAC Advisors
California
$172M +$27.7M +19% 8.18% 84.5% 186 28.49%
RF
5595
RHS Financial
California
$172M +$13.7M +9% 6.13% 47.5% 115 17.39%
CRC
5596
Catawba River Capital
South Carolina
$172M +$29.4M +21% 10.7% 89.5% 21 23.81%
DTC
5597
Davidson Trust Company
Washington
$172M +$16.6M +11% 7.54% 54.5% 146 10.27%
ACM
5598
Anabranch Capital Management
Connecticut
$172M +$14.3M +9% 16% 160% 7 0%
LC
5599
Lavaca Capital
Texas
$171M -$4.91M -3% 9% 32% 99 26.26%
QCIG
5600
Quad-Cities Investment Group
Iowa
$171M +$9.5M +6% 5.96% 61% 185 9.19%