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
DIS
6751
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 9.11% 86% 56 12.5%
CC
6752
Cultivar Capital
Texas
$156M +$266K +0.2% 4.45% 50 22%
LAM
6753
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 3.19% 65.3% 112 10.71%
CMP
6754
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 0.13% 84 10.71%
HAM
6755
Harber Asset Management
North Carolina
$156M -$82.1M -34% 10.4% 30% 49 51.02%
CPA
6756
Compass Planning Associates
Massachusetts
$156M +$12M +8% 0.75% 31 6.45%
MCA
6757
McGuire Capital Advisors
Oklahoma
$156M -$1.01M -0.6% 2.3% 1,023 22.97%
PMSA
6758
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 0.63% 166 5.42%
BCM
6759
Bluefin Capital Management
New York
$156M -$248M -61% 2.94% 249 72.29%
IWA
6760
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 0.3% 102 15.69%
CFG
6761
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 1.1% 73 1.37%
BCM
6762
BML Capital Management
Indiana
$156M +$40.1M +35% 28.6% 349% 19 31.58%
AIS
6763
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 0.42% 83 16.87%
BWM
6764
BNB Wealth Management
Maryland
$156M +$535K +0.3% 1.22% 95 12.63%
WCM
6765
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 1.45% 146 10.27%
ACA
6766
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 0.85% 45 8.89%
PFO
6767
Pioneer Family Office
Florida
$156M +$7.67M +5% 2.85% 143 31.47%
HCWM
6768
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 1.64% 127 33.86%
SCS
6769
Southern Capital Services
Alabama
$156M -$3.08M -2% 0.77% 29 6.9%
GSWA
6770
Good Steward Wealth Advisors
Tennessee
$156M +$4M +3% 1.15% 73 10.96%
WAS
6771
Westco Advisory Services
New York
$156M -$7.24M -4% 1.24% 113 25.66%
DWM
6772
DeLarme Wealth Management
California
$155M +$14.4M +10% 0.56% 67 13.43%
CC
6773
Capstone Capital
Nevada
$155M +$1.35M +0.9% 0.09% 22 9.09%
KCIC
6774
Kuhn & Co Investment Counsel
Illinois
$155M +$5.19M +3% 0.54% 147 6.8%
RPGNY
6775
Retirement Planning Group (New York)
New York
$155M +$8.59M +6% 1.18% 95 9.47%