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
RB
6151
Renasant Bank
Mississippi
$145M +$4.76M +3% 1.95% 65% 207 31.88%
ISSM
6152
Invesco Senior Secured Management
New York
$145M -$24.6M -14% 8.3% 18.1% 8 0%
EP
6153
Elkhorn Partners
Nebraska
$145M +$6.6M +5% 3.74% 32.2% 54 22.22%
FFG
6154
Foundry Financial Group
New Hampshire
$145M +$5.04M +4% 0.51% 60 16.67%
DTC
6155
Davidson Trust Company
Washington
$145M -$26.5M -15% 2.44% 64.6% 151 11.92%
WFP
6156
Wrenne Financial Planning
Kentucky
$145M +$9.77M +7% 0.71% 41 29.27%
SCM
6157
Sebold Capital Management
Illinois
$145M -$3.37M -2% 0.26% 75 10.67%
PAWA
6158
Palo Alto Wealth Advisors
California
$145M +$2.84M +2% 4.68% 108% 42 0%
LCG
6159
Lynx Capital Group
Ohio
$145M -$3.54M -2% 1.5% 83 10.84%
TC
6160
Tenret Company
Florida
$144M +$2.61M +2% 0.42% 32 6.25%
EIM
6161
Ervin Investment Management
Washington
$144M +$1.59M +1% 3.92% 84.3% 39 10.26%
NAMNJ
6162
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 6.39% 84 13.1%
FAFN
6163
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 3.32% 275 12.73%
MFA
6164
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 2.45% 77.5% 87 19.54%
RWM
6165
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 2.99% 62.8% 198 24.75%
ASI
6166
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 0.2% 19.9% 37 5.41%
UIA
6167
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 6.84% 154% 247 15.38%
AWS
6168
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 0.74% 65.8% 78 8.97%
DWM
6169
Defined Wealth Management
Oregon
$144M +$4.56M +3% 2.06% 70.3% 109 7.34%
KSWWM
6170
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 0.4% 68 8.82%
LWP
6171
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 0.92% 53.1% 54 7.41%
UWM
6172
Udine Wealth Management
Florida
$144M -$1.47M -1% 6.33% 127% 30 30%
RVM
6173
Robinson Value Management
Texas
$144M -$5.46M -4% 0.54% 70.8% 73 5.48%
TP
6174
Teca Partners
Texas
$144M -$14M -9% 1.41% 66% 13 15.38%
FRA
6175
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 0.83% 41.1% 48 10.42%