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
ANC
6426
Ames National Corp
Iowa
$149M +$488K +0.3% 1.16% 68 8.82%
CPCP
6427
Cedar Point Capital Partners
Iowa
$149M +$1.19M +0.8% 0.19% 63 0%
ALWM
6428
Andrews Lucia Wealth Management
California
$149M -$868K -0.6% 2.08% 59.7% 27 3.7%
DWM
6429
Defined Wealth Management
Oregon
$149M -$2.2M -1% 0.87% 70.3% 110 5.45%
CP
6430
Catalys Pacific
Japan
$149M +$32.8M +28% 26.5% 2 0%
SPI
6431
Sutton Place Investors
New York
$149M -$24M -14% 0.72% 74.3% 139 30.94%
FF
6432
Farrow Financial
Vermont
$149M -$5.35M -3% 2.58% 53 11.32%
PWM
6433
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 5.92% 78% 52 7.69%
CA
6434
Carson Advisory
Georgia
$148M +$4.68M +3% 0.59% 68.6% 173 14.45%
PCP
6435
Pantera Capital Partners
California
$148M -$177M -54% 13.9% 2 0%
MKW
6436
Mullaney, Keating & Wright
Connecticut
$148M +$278K +0.2% 4.31% 61 4.92%
TLCM
6437
Twin Lakes Capital Management
California
$148M -$7.52M -5% 1.04% 131% 248 14.11%
PSIWM
6438
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 1.56% 37.9% 53 5.66%
BFS
6439
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 1.55% 50.4% 38 7.89%
BPIA
6440
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 8.64% 7 85.71%
EWS
6441
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 2.62% 70.9% 118 22.03%
EIM
6442
Ervin Investment Management
Washington
$148M -$6.8M -4% 2.16% 84.3% 38 2.63%
LAM
6443
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 0.86% 65.3% 123 20.33%
CAM
6444
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 0.13% 87 8.05%
MWM
6445
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 1.24% 42.9% 207 5.31%
ICM
6446
Islay Capital Management
Texas
$148M +$4.1M +3% 0.75% 66.3% 221 24.43%
PIA
6447
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 2.72% 120 5.83%
PWP
6448
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 1.59% 56 42.86%
BWM
6449
BlackDiamond Wealth Management
New York
$148M -$25M -14% 1.87% 70.8% 183 30.6%
HC
6450
Hara Capital
Washington
$148M -$9.9M -6% 2.04% 328 15.85%