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
AA
6026
Atmos Advisory
Pennsylvania
$121M +$949K +0.8% 3.74% 30.2% 21 0%
SCA
6027
Sippican Capital Advisors
Massachusetts
$120M +$2.77M +2% 5.17% 90.1% 113 7.08%
JKSF
6028
John & Kathleen Schreiber Foundation
Illinois
$120M +$2.21M +2% 1.82% 30.8% 3 0%
PCC
6029
Park Circle Company
Maryland
$120M -$6.42M -5% 0.21% 70.5% 138 18.84%
SCA
6030
Sandy Cove Advisors
Massachusetts
$120M +$1.52M +1% 5.07% 78% 452 18.58%
SFP
6031
Strategic Financial Planning
Texas
$120M -$18.9M -14% 6.24% 47.5% 37 18.92%
BAM
6032
Broadcrest Asset Management
Florida
$120M -$17.9M -13% 17% 54.1% 8 25%
AA
6033
Axiom Advisory
California
$120M -$1.49M -1% 6.27% 16.4% 34 11.76%
HNWA
6034
Henrickson Nauta Wealth Advisors
Michigan
$120M -$2.53M -2% 4.83% 61.6% 317 85.49%
ICM
6035
Islay Capital Management
Texas
$120M -$12.1M -9% 0.1% 66.3% 325 23.69%
SWA
6036
Sightline Wealth Advisors
Connecticut
$120M +$8.42M +8% 4.31% 44.4% 61 19.67%
BWA
6037
Blodgett Wealth Advisors
California
$120M -$8.77M -7% 5.6% 124% 92 18.48%
MFC
6038
Morris Financial Concepts
South Carolina
$120M +$55K +0% 4.65% 56.5% 123 9.76%
GL
6039
GHE LLC
Tennessee
$120M -$10.4M -8% 8.81% 188% 56 12.5%
BSAM
6040
Blue Square Asset Management
New York
$120M -$41.3M -26% 5.55% 104% 88 26.14%
WFA
6041
Wells Financial Advisors
Massachusetts
$120M -$5.58M -4% 4.68% 54% 61 6.56%
SWA
6042
Safir Wealth Advisors
New Hampshire
$120M -$8.73M -7% 5.07% 46.4% 17 29.41%
AFA
6043
AllGen Financial Advisors
Florida
$120M -$15.1M -11% 0.71% 39.7% 40 20%
AA
6044
Alta Advisers
United Kingdom
$120M -$7.02M -6% 4.01% 114% 6 0%
SRAM
6045
Spouting Rock Asset Management
Pennsylvania
$120M -$7.84M -6% 2.59% 74.7% 73 42.47%
CCP
6046
Carmel Capital Partners
California
$120M -$14.3M -11% 11.7% 65.1% 136 19.85%
ASA
6047
Armstrong Shaw Associates
Connecticut
$120M -$3.29M -3% 0.11% 51.2% 44 4.55%
WF
6048
Wayfinding Financial
Washington
$120M -$5.1M -4% 3.96% 68.3% 90 15.56%
FCC
6049
Flower City Capital
New York
$120M +$16.6M +16% 4.67% 60.7% 55 52.73%
PHIMC
6050
Private Harbour Investment Management & Counsel
Ohio
$120M -$5.6M -4% 0.74% 82.6% 61 8.2%