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
PCC
5876
Park Circle Company
Maryland
$120M -$6.42M -5% 0.21% 58.1% 138 18.84%
SCA
5877
Sandy Cove Advisors
Massachusetts
$120M +$1.52M +1% 5.07% 78% 452 18.58%
SFP
5878
Strategic Financial Planning
Texas
$120M -$18.9M -14% 6.24% 35% 37 18.92%
BAM
5879
Broadcrest Asset Management
Florida
$120M -$17.9M -13% 17% 54.1% 8 25%
AA
5880
Axiom Advisory
California
$120M -$1.49M -1% 6.27% 16.4% 34 11.76%
HNWA
5881
Henrickson Nauta Wealth Advisors
Michigan
$120M -$2.53M -2% 4.83% 61.6% 317 85.49%
ICM
5882
Islay Capital Management
Texas
$120M -$12.1M -9% 0.1% 65.2% 325 23.69%
SWA
5883
Sightline Wealth Advisors
Connecticut
$120M +$8.42M +8% 4.31% 44.4% 61 19.67%
BWA
5884
Blodgett Wealth Advisors
California
$120M -$8.77M -7% 5.6% 112% 92 18.48%
MFC
5885
Morris Financial Concepts
South Carolina
$120M +$55K +0% 4.65% 46.7% 123 9.76%
GL
5886
GHE LLC
Tennessee
$120M -$10.4M -8% 8.81% 212% 56 12.5%
BSAM
5887
Blue Square Asset Management
New York
$120M -$41.3M -26% 5.55% 104% 88 26.14%
WFA
5888
Wells Financial Advisors
Massachusetts
$120M -$5.58M -4% 4.68% 54% 61 6.56%
SWA
5889
Safir Wealth Advisors
New Hampshire
$120M -$8.73M -7% 5.07% 46.4% 17 29.41%
AFA
5890
AllGen Financial Advisors
Florida
$120M -$15.1M -11% 0.71% 39.7% 40 20%
AA
5891
Alta Advisers
United Kingdom
$120M -$7.02M -6% 4.01% 78.9% 6 0%
SRAM
5892
Spouting Rock Asset Management
Pennsylvania
$120M -$7.84M -6% 2.59% 74.7% 73 42.47%
CCP
5893
Carmel Capital Partners
California
$120M -$14.3M -11% 11.7% 62.1% 136 19.85%
ASA
5894
Armstrong Shaw Associates
Connecticut
$120M -$3.29M -3% 0.11% 51.2% 44 4.55%
WF
5895
Wayfinding Financial
Washington
$120M -$5.1M -4% 3.96% 58.7% 90 15.56%
FCC
5896
Flower City Capital
New York
$120M +$16.6M +16% 4.67% 60.7% 55 52.73%
PHIMC
5897
Private Harbour Investment Management & Counsel
Ohio
$120M -$5.6M -4% 0.74% 95.1% 61 8.2%
ZC
5898
Zeit Capital
Colorado
$119M -$5.02M -4% 4.19% 42.8% 38 7.89%
MIMC
5899
Matrix IX Management Company
Massachusetts
$119M -$41.3M -26% 25.7% 1 0%
TSC
5900
Two Seas Capital
New York
$119M -$10.9M -8% 7.86% 280% 14 21.43%