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
MRCM
6026
Mill Road Capital Management
Connecticut
$192M +$35.9M +23% 27.1% 38.3% 26 11.54%
OF
6027
Optimize Financial
California
$192M +$28.6M +17% 9.79% 458 79.04%
BS
6028
Brighton Securities
New York
$192M +$9M +5% 5.71% 65 15.38%
PPG
6029
Peak Planning Group
Colorado
$192M +$35.7M +23% 9.43% 82.4% 99 14.14%
AIM
6030
Athena Investment Management
California
$192M +$13.1M +7% 8.28% 59.8% 159 5.03%
TVM
6031
True Vision MN
Minnesota
$192M +$11.1M +6% 6.53% 117 19.66%
RHI
6032
Richmond Hill Investments
New York
$192M -$2.7M -1% 0.23% 55.2% 3 0%
HWA
6033
Hilltop Wealth Advisors
North Carolina
$192M +$13.9M +8% 7.96% 43.9% 53 7.55%
PRI
6034
Prepared Retirement Institute
Pennsylvania
$192M +$22.1M +13% 5.74% 91 13.19%
LPFG
6035
Landing Point Financial Group
Ohio
$192M +$33.2M +21% 8.15% 90 27.78%
EM
6036
ELCO Management
New York
$192M +$904K +0.5% 5.12% 86.3% 171 12.87%
NIA
6037
NBZ Investment Advisors
Tennessee
$192M +$16M +9% 7.61% 72 22.22%
TC
6038
Tejara Capital
United Kingdom
$192M -$24M -11% 9.09% 13.9% 77 48.05%
PD
6039
Planning Directions
Pennsylvania
$192M +$13.9M +8% 5.13% 36.4% 93 8.6%
CPL
6040
Corecam Pte Ltd
$191M +$12.7M +7% 15.9% 57 54.39%
DWG
6041
Darden Wealth Group
Michigan
$191M +$25.5M +15% 15.4% 149 21.48%
RCAP
6042
Resolute Capital Asset Partners
Colorado
$191M -$219K -0.1% 41.8% 637% 70 75.71%
SWMP
6043
Signature Wealth Management Partners
New Jersey
$191M +$16.1M +9% 8.62% 80.4% 116 7.76%
BFA
6044
Brown Financial Advisory
Alabama
$191M +$9.75M +5% 6.93% 66.3% 56 3.57%
BAM
6045
Bullseye Asset Management
Colorado
$191M -$9.57M -5% 1.73% 55% 68 13.24%
LIM
6046
Loudon Investment Management
New Hampshire
$191M +$10.2M +6% 6.68% 50.1% 104 14.42%
AIC
6047
Aurora Investment Counsel
Georgia
$191M +$1.28M +0.7% 2.86% 23.4% 122 25.41%
CWM
6048
Cadence Wealth Management
Massachusetts
$191M +$39.7M +26% 11.4% 63.6% 59 15.25%
EWM
6049
Evergreen Wealth Management
Michigan
$191M +$12.5M +7% 4.77% 57% 56 19.64%
NF
6050
NavPoint Financial
Minnesota
$191M +$25.2M +15% 6.86% 66 10.61%