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
PWM
5876
Penobscot Wealth Management
Maine
$118M +$9.48M +9% 5.58% 50.5% 58 15.52%
BFS
5877
Beacon Financial Strategies
North Carolina
$117M +$7.51M +7% 6.22% 50.4% 35 5.71%
AL
5878
ADE LLC
Maryland
$117M +$8.13M +7% 6.18% 40% 249 69.48%
WA
5879
Wealthstream Advisors
New York
$117M 8.46% 88.2% 67
NCM
5880
Northland Capital Management
Minnesota
$117M 1.93% 36.1% 20
PIC
5881
Platt Investment Counsel
Florida
$117M +$4.57M +4% 5.03% 58.9% 17 17.65%
XI
5882
XXEC Inc
Oklahoma
$117M -$14.3M -11% 9.57% 24.2% 28 25%
PCMU
5883
Paragon Capital Management (Utah)
Utah
$117M 6.96% 69.4% 66
APC
5884
Asset Planning Corporation
Tennessee
$117M +$8.86M +8% 3.8% 44.5% 35 11.43%
PWM
5885
Pinnacle Wealth Management
California
$117M 6.31% 194% 43
BCIMC
5886
Boyu Capital Investment Management Company
Hong Kong
$117M -$40.3M -26% 2.57% 5 20%
ECP
5887
Elemental Capital Partners
California
$117M -$3.02M -3% 11.6% 9 22.22%
THP
5888
Tower House Partners
United Kingdom
$117M -$59.5M -34% 3.33% 21.4% 5 40%
KCM
5889
KRS Capital Management
Michigan
$117M 12.5% 233% 400
UFF
5890
USA Financial Formulas
Michigan
$117M +$4.6M +4% 18.6% 78% 522 40.04%
PCM
5891
Presidio Capital Management
California
$117M 8.49% 56.1% 40
RRCM
5892
Rappaport Reiches Capital Management
Illinois
$116M +$15.2M +15% 3.11% 17.6% 60 8.33%
DCM
5893
Dean Capital Management
Kansas
$116M +$8.11M +7% 6.96% 57.7% 85 20%
EFG
5894
Erickson Financial Group
Pennsylvania
$116M 6.65% 50.6% 25
FFL
5895
Future Fund LLC
Illinois
$116M 30% 84.6% 37
VBCG
5896
Valley Brook Capital Group
Pennsylvania
$116M +$14.9M +15% 13.7% 77.9% 122 12.3%
FI
5897
Financial Insights
Washington
$116M +$7.17M +7% 10.6% 62.1% 86 8.14%
AM
5898
Account Management
Massachusetts
$116M 8.34% 74.9% 26
WHC
5899
Wulff, Hansen & Co
California
$116M 9.18% 72.6% 93
CC
5900
Copperleaf Capital
North Carolina
$116M +$11.9M +11% 5.32% 102% 59 3.39%