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 Avg Holding
Period (Yrs)
RIS
6026
Richmond Investment Services
Wisconsin
$178M – – 0.7% – 106 – 0
AFT
6027
Alpha Family Trust
California
$178M -$986K -0.6% 11.5% 215% 171 18.71% 1.5
ECM
6028
EMC Capital Management
Texas
$178M +$25.9M +17% 6.51% – 292 8.22% 2.1
Kathryn A. Hall
6029
Kathryn A. Hall
$178M -$299M -63% 0.68% 95.2% 51 66.67% 3.4
Clearfield Capital Management
6030
Clearfield Capital Management
New York
$178M +$17M +11% 15.2% 421% 19 78.95% 0.3
IRON Financial
6031
IRON Financial
Illinois
$178M -$5.75M -3% 1% 60.6% 115 15.65% 3.3
Old North State Wealth Management
6032
Old North State Wealth Management
North Carolina
$178M -$576K -0.3% 0.93% 91.5% 115 7.83% 1.6
AIP
6033
Alapocas Investment Partners
Massachusetts
$178M +$7.58M +4% 2.24% 58.3% 21 9.52% 2.6
Horizon Financial Services
6034
Horizon Financial Services
North Carolina
$178M +$9.5M +6% 1.32% 42.6% 284 15.14% 1.1
MN Wealth Advisors
6035
MN Wealth Advisors
Kansas
$178M +$1.92M +1% 0.65% 68.3% 107 14.02% 0.8
Retireful LLC
6036
Retireful LLC
Michigan
$178M +$42.5M +31% 8.73% 437% 158 78.48% 0.2
FMB Wealth Management
6037
FMB Wealth Management
California
$178M +$620K +0.4% 0.86% 71.1% 77 15.58% 1.6
MBE Wealth Management
6038
MBE Wealth Management
Wisconsin
$178M -$3.71M -2% 0.53% 66.5% 105 8.57% 2.5
Verity Asset Management
6039
Verity Asset Management
North Carolina
$177M -$88.1M -33% 0.14% 87% 231 32.03% 3
LA
6040
Latitude Advisors
Florida
$177M +$724K +0.4% 0.6% 79.6% 206 17.96% 2.3
CI
6041
Carroll Investors
South Carolina
$177M +$24.8M +16% 24.4% 241% 31 9.68% 1.6
LCM Capital Management
6042
LCM Capital Management
Illinois
$177M +$3.43M +2% 4.79% 128% 101 7.92% 2.9
RE Dickinson Investment Advisors
6043
RE Dickinson Investment Advisors
Iowa
$177M -$165K -0.1% 0.74% 2.24% 331 29.61% 1.8
Value Partners Investments
6044
Value Partners Investments
Manitoba, Canada
$177M -$1.06B -86% 3.05% 50.7% 90 15.56% 2.8
Stash Investments
6045
Stash Investments
New York
$177M +$7.67M +5% 2.12% 40.7% 5 0% 1
Emprise Bank
6046
Emprise Bank
Kansas
$177M +$3.5M +2% 0.65% – 105 11.43% 0.7
Blantyre Capital
6047
Blantyre Capital
United Kingdom
$177M -$10.9M -6% 5.82% – 1 0% 1
Murphy Middleton Hinkle & Parker
6048
Murphy Middleton Hinkle & Parker
Georgia
$177M -$8.55M -5% 1.48% 66.8% 140 7.14% 5.7
Sims Investment Management
6049
Sims Investment Management
Ohio
$177M – – 2.05% – 37 – 0
Fox Hill Wealth Management
6050
Fox Hill Wealth Management
Massachusetts
$177M -$4.67M -3% 5.47% – 139 12.23% 0.9