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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
ONST
6601
Old North State Trust
North Carolina
$116M -$2.52M -2% 4.94% 133 3.76%
RAM
6602
RK Asset Management
Michigan
$116M -$7.07M -6% 3.76% 47.6% 21 0%
IIL
6603
Insight Inv LLC
California
$116M +$513K +0.4% 1.62% 136% 89 1.12%
SL
6604
Stevard LLC
Illinois
$116M +$4.79M +4% 7.17% 59 16.95%
HFAS
6605
Hummer Financial Advisory Services
Illinois
$116M -$5.6M -5% 0.9% 60.6% 109 9.17%
MFS
6606
Monetta Financial Services
Illinois
$116M +$4.93M +4% 8.75% 197% 55 29.09%
EPCA
6607
Elizabeth Park Capital Advisors
Ohio
$116M -$5.02M -4% 1.07% 77.8% 52 26.92%
AFP
6608
Alpha Financial Partners
Kentucky
$116M +$5.63M +5% 2.66% 51.3% 84 26.19%
TDC
6609
Thompson Davis & Co
Virginia
$115M -$32.3M -22% 13.6% 188% 140 33.57%
NF
6610
NavPoint Financial
Minnesota
$115M +$151K +0.1% 2.83% 45 2.22%
ACM
6611
Arlington Capital Management
Illinois
$115M -$5.13M -4% 3.75% 154% 103 18.45%
DCM
6612
Davis Capital Management
Florida
$115M +$2.92M +3% 0.87% 326 11.96%
SFSG
6613
Sound Financial Strategies Group
Mississippi
$115M -$5.17M -4% 1.67% 18.2% 106 50%
AL
6614
ACAS LLC
California
$115M +$11.5M +11% 3.31% 88 10.23%
SWM
6615
Seed Wealth Management
Illinois
$115M +$10.2M +10% 1.51% 58.4% 159 10.69%
HC
6616
Hoese & Co
Minnesota
$115M +$4.98M +5% 2.21% 46.3% 158 21.52%
CWA
6617
Clearview Wealth Advisors
Oregon
$115M +$16.6M +17% 1.63% 45.2% 125 40.8%
OC
6618
OxenFree Capital
Florida
$115M +$5.06M +5% 1.68% 43 13.95%
ACL
6619
Applied Capital LLC
Florida
$114M -$8.35M -7% 2.56% 71% 87 14.94%
DWA
6620
Dougherty Wealth Advisers
Minnesota
$114M +$1.42M +1% 2.77% 67.5% 112 3.57%
APW
6621
Aurora Private Wealth
New Jersey
$114M -$1.44M -1% 4.34% 159 14.47%
AWM
6622
Alterna Wealth Management
Texas
$114M -$9.25M -7% 3.23% 48% 114 24.56%
VIP
6623
Viewpoint Investment Partners
Alberta, Canada
$114M -$16.6M -13% 0.11% 31.9% 11 18.18%
RIA
6624
Richwood Investment Advisors
Ohio
$114M +$1.5M +1% 0.66% 66% 101 1.98%
RRCP
6625
Rip Road Capital Partners
Massachusetts
$114M +$1M +0.9% 6.46% 121% 20 35%