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
DAM
6326
Derbend Asset Management
Georgia
$102M $0 0% 5.02% 23.9% 85 1.18%
MIM
6327
Meixler Investment Management
Arizona
$102M +$5.23M +5% 12.1% 66.2% 94 22.34%
BIS
6328
BG Investment Services
Guam
$102M -$8.69M -8% 5.37% 11 27.27%
PHIC
6329
Pine Haven Investment Counsel
Massachusetts
$102M -$5.03M -5% 3.94% 72.1% 108 6.48%
RCWM
6330
Royal Capital Wealth Management
Indiana
$102M -$865K -0.8% 1.7% 83.8% 109 11.01%
AM
6331
Account Management
Massachusetts
$102M -$13.6M -12% 3.12% 87.4% 27 14.81%
IDP
6332
In-Depth Partners
Florida
$102M -$62.6M -38% 16.2% 157% 14 7.14%
BCM
6333
Barden Capital Management
Texas
$102M -$2.93M -3% 5.84% 73.4% 63 7.94%
IA
6334
Integrity Advisory
Kansas
$102M 4.72% 80
KWM
6335
Kolinsky Wealth Management
New Jersey
$102M -$6.23M -6% 5.38% 44.6% 166 24.7%
MFG
6336
Menard Financial Group
Texas
$101M -$20.5M -17% 4.07% 141% 159 28.3%
DWA
6337
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 0.96% 58% 466 45.71%
RI
6338
Rinkey Investments
California
$101M -$7.64M -7% 2.55% 38.4% 293 86.35%
FWM
6339
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 1.47% 64 37.5%
GC
6340
Gratia Capital
California
$101M +$16.1M +19% 2.26% 42.4% 43 37.21%
ATGP
6341
Addition Three General Partner
New York
$101M -$24.8M -20% 36.9% 1 0%
TBNY
6342
Trustco Bank (New York)
New York
$101M -$13.5M -12% 0.52% 131% 71 5.63%
HFW
6343
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 5.63% 68.6% 64 31.25%
GWMI
6344
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 4% 103% 243 7.41%
OFG
6345
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 0.43% 67.1% 124 16.94%
NCM
6346
Northland Capital Management
Minnesota
$101M -$16.7M -14% 4.09% 36.1% 23 39.13%
LCM
6347
Linker Capital Management
Kentucky
$101M -$3.52M -3% 1.93% 40 2.5%
CA
6348
Carson Advisory
Georgia
$101M +$1.83M +2% 0.08% 68.6% 146 16.44%
DFC
6349
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 6.49% 37.1% 76 9.21%
KCM
6350
KLK Capital Management
California
$100M -$4.63M -4% 1.96% 57 28.07%