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
EB
7026
Exchange Bank
California
$145M +$499K +0.3% 126
HA
7027
HC Advisors
Georgia
$145M +$2.21M +2% 62
AF
7028
Amara Financial
California
$144M +$8.62M +6% 48
CPA
7029
Compass Planning Associates
Massachusetts
$144M +$35.3M +32% 31
BAWM
7030
Bennett Associates Wealth Management
Pennsylvania
$144M +$6.52M +5% 62
RW
7031
Ridgeline Wealth
Arizona
$144M +$8.72M +6% 54
II
7032
Impact Investors
California
$144M -$7.68M -5% 103
CSA
7033
Cornerstone Select Advisors
Missouri
$144M +$8.12M +6% 124
TA
7034
Teton Advisors
New York
$144M -$18M -11% 164
CWP
7035
Cornerstone Wealth Partners
Michigan
$144M 20
CPA
7036
Cathy Pareto & Associates
Florida
$144M +$11.5M +9% 94
CAM
7037
Campion Asset Management
Virginia
$144M +$3.18M +2% 83
SWM
7038
Shepherd Wealth Management
Ohio
$144M -$6.64M -4% 49
DC
7039
Dahring Cusmano
Michigan
$144M +$5.36M +4% 53
BAM
7040
Brickwood Asset Management
United Kingdom
$144M +$940K +0.7% 11
SIP
7041
Stoneridge Investment Partners
Pennsylvania
$144M -$2.12M -1% 167
AGP
7042
Aspire Growth Partners
Florida
$144M +$6.79M +5% 126
SWM
7043
SpringVest Wealth Management
Texas
$144M +$7.51M +6% 73
MCM
7044
Masterton Capital Management
New York
$143M -$39M -21% 25
OC
7045
Opinicus Capital
Florida
$143M -$931K -0.6% 115
PAYA
7046
Phil A. Younker & Associates
Alaska
$143M +$12.9M +10% 38
LAMNM
7047
Longview Asset Management (New Mexico)
New Mexico
$143M -$1.44M -1% 57
DW
7048
Durante & Waters
New York
$143M +$7.41M +5% 33
BWA
7049
Blodgett Wealth Advisors
California
$143M -$1.9M -1% 66
CFG
7050
Cornerstone Financial Group
Nebraska
$143M +$14.1M +11% 73