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
ACM
6251
Anabranch Capital Management
Connecticut
$167M +$12.9M +8% 25.3% 160% 7 14.29%
ACM
6252
AUA Capital Management
Pennsylvania
$167M +$13.8M +9% 11.1% 53.5% 80 8.75%
CASB
6253
Cape Ann Savings Bank
Massachusetts
$167M +$7.94M +5% 8.47% 59.5% 95 9.47%
SFS
6254
Symphony Financial Services
Ohio
$167M +$14.3M +9% 8.79% 95 12.63%
CP
6255
Camelot Portfolios
Ohio
$167M +$5.49M +3% 6.81% 41.3% 223 15.7%
PI
6256
Pettee Investors
Connecticut
$167M -$638K -0.4% 6.86% 66.9% 117 12.82%
BDL
6257
Bey-Douglas LLC
Georgia
$167M +$57.6M +53% 13.4% 47 12.77%
WI
6258
Wafra Inc
New York
$167M +$21.4M +15% 15.6% 37.8% 2 0%
AC
6259
AlpenGlobal Capital
California
$167M +$28.5M +21% 18.5% 33 15.15%
KIM
6260
Kestrel Investment Management
California
$167M +$3.26M +2% 4.65% 82.9% 42 7.14%
SPI
6261
Strategic Planning Inc
Ohio
$167M -$10.3M -6% 5.09% 58 13.79%
HG
6262
Herbst Group
Connecticut
$167M +$25.6M +18% 19.1% 139% 60 18.33%
FCMT
6263
Founders Capital Management (Texas)
Texas
$167M +$12.3M +8% 8.73% 118% 394 8.88%
AWMM
6264
Aegis Wealth Management (Maryland)
Maryland
$167M -$3.27M -2% 5.93% 119 4.2%
VOMP
6265
Vision One Management Partners
Florida
$167M -$6.19M -4% 4.55% 10 30%
LPAM
6266
Legion Partners Asset Management
California
$166M +$15.7M +10% 11.5% 95.5% 7 0%
SMA
6267
Seven Mile Advisory
New Jersey
$166M +$16.5M +11% 16% 103% 188 11.17%
HIW
6268
Holos Integrated Wealth
Pennsylvania
$166M +$13.8M +9% 8.92% 319 5.02%
CCP
6269
Cassia Capital Partners
North Carolina
$166M +$5.97M +4% 6.74% 45.8% 56 0%
SAM
6270
Strive Asset Management
Ohio
$166M +$22.3M +15% 16.4% 118 30.51%
SPI
6271
Sutton Place Investors
New York
$166M +$17.5M +12% 9.57% 55.9% 122 16.39%
GGA
6272
Granite Group Advisors
Connecticut
$166M +$22M +15% 16.8% 83 14.46%
EWS
6273
Evergreen Wealth Solutions
Pennsylvania
$166M +$17.8M +12% 10.6% 64.5% 123 17.07%
PCA
6274
Prospect Capital Advisors
California
$166M +$19.9M +14% 38.9% 136% 32 31.25%
PIM
6275
Pullen Investment Management
Florida
$166M +$7.66M +5% 6.77% 106 7.55%