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
CWM
5651
Chicago Wealth Management
Illinois
$210M +$19M +10% 11.1% 134% 54 22.22%
SPM
5652
Symmetry Peak Management
Pennsylvania
$210M +$123M +141% 34.8% 320% 119 86.55%
CIS
5653
Custom Index Systems
New York
$210M +$12.3M +6% 14.2% 300 31.67%
TCOK
5654
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 11.8% 87% 61 14.75%
LV
5655
Lifeyrissjodur Verzlunarmanna
$210M +$42.7M +26% 1.59% 1 0%
VWM
5656
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 6.99% 1,362 63.29%
VAM
5657
Verity Asset Management
North Carolina
$209M -$36.4M -15% 8.04% 79.7% 218 20.18%
SIP
5658
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 6.77% 49 20.41%
AWM
5659
Ariadne Wealth Management
California
$209M +$17.6M +9% 12.9% 251 26.69%
PP
5660
Postrock Partners
Oregon
$209M +$7.07M +3% 6.09% 84 7.14%
TS
5661
TradeWell Securities
Indiana
$209M +$27.6M +15% 13.2% 47 10.64%
NWM
5662
Napa Wealth Management
California
$209M +$31.4M +18% 7.96% 196 51.53%
BFS
5663
Burrus Financial Services
Utah
$209M +$12.3M +6% 4.74% 30.2% 10 0%
MSS
5664
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 8.94% 72.2% 158 12.66%
AWM
5665
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 10.1% 68.8% 42 30.95%
MW
5666
Melia Wealth
Oklahoma
$209M +$14.9M +8% 2.51% 21 9.52%
GWS
5667
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 10.5% 362 19.06%
HCP
5668
Hamilton Capital Partners
Georgia
$209M +$50.8M +32% 27.1% 29 34.48%
ORG
5669
Optimist Retirement Group
Washington
$209M +$8.82M +4% 5.44% 124 11.29%
APC
5670
Aristotle Pacific Capital
California
$209M -$95.3M -31% 1.61% 1.84% 6 0%
ICMM
5671
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 9.17% 63 12.7%
ACM
5672
Ardent Capital Management
Ohio
$208M -$22.6M -10% 1.17% 77.5% 45 6.67%
NVCHI
5673
New Vernon Capital Holdings II
New Jersey
$208M +$21.7M +12% 12.7% 114% 87 45.98%
RC
5674
Roubaix Capital
Colorado
$208M +$16.4M +9% 22.8% 174% 73 61.64%
EB
5675
Emprise Bank
Kansas
$208M +$21.5M +11% 10.7% 109 16.51%