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 Avg Time
Held (Qtrs)
AA
7701
ArborFi Advisors
Michigan
$138M +$15.4M +13% 11.7% – 48 12.5% 4.9
ACM
7702
Appalachian Capital Management
Ohio
$138M +$12.9M +10% 11.5% – 45 4.44% 1.9
BC
7703
Broadwater Capital
Massachusetts
$138M +$4.04M +3% 14.6% – 218 7.8% 9.4
CFG
7704
Cassilly Financial Group
Maryland
$138M +$22.6M +20% 10% – 79 24.05% 1.6
OIM
7705
Orca Investment Management
Oregon
$138M +$20.2M +17% 25.2% 122% 61 8.2% 31.6
ARA
7706
Approach Retirement Advisors
Alabama
$138M +$17.5M +15% 9.42% – 86 12.79% 1.8
WAG
7707
Windsor Advisory Group
Ohio
$138M +$18M +15% 9.26% 48.2% 112 40.18% 5.5
LFS
7708
Littlejohn Financial Services
Oregon
$138M +$4.5M +3% 10.2% – 86 46.51% 3.1
SM
7709
Soapstone Management
Maryland
$138M -$2.9M -2% 3.84% 30.3% 16 43.75% 7.3
MPM
7710
Mountaineer Partners Management
New York
$137M -$63.8M -32% 16.3% 158% 17 41.18% 6.5
RA
7711
Rubicon Advisors
California
$137M +$22.4M +20% 15.6% – 95 30.53% 1.5
PGWM
7712
Pitti Group Wealth Management
New York
$137M +$14.1M +11% 9.9% 65.3% 85 5.88% 11.2
GF
7713
GTS Financial
Minnesota
$137M +$11M +9% 8.61% – 48 25% 0.9
MA
7714
Marquette Associates
Illinois
$137M +$45.3M +49% 9.67% – 43 53.49% 4
WF
7715
WealthPoint Financial
North Carolina
$137M +$17.7M +15% 11% – 132 12.88% 1.7
FJWM
7716
Ferguson Johnson Wealth Management
Maryland
$137M +$13.9M +11% 6.9% – 38 10.53% 1.7
FF
7717
Farnam Financial
Arizona
$137M +$15.6M +13% 18.7% – 58 24.14% 5.1
TBNY
7718
Trustco Bank (New York)
New York
$137M +$24.5M +22% 30.8% 131% 78 10.26% 29.6
SDP
7719
Sentinel Dome Partners
California
$137M +$32M +30% 4.4% – 40 37.5% 1.1
SJGA
7720
Stephen J. Garry & Associates
New York
$137M +$12.7M +10% 11.4% – 55 7.27% 7.3
TPCM
7721
Templeton & Phillips Capital Management
Tennessee
$137M +$14.4M +12% 9.54% 74.3% 60 21.67% 6.2
DSC
7722
Daytona Street Capital
Missouri
$137M +$7.23M +6% 14.6% – 340 30% 1.6
CCM
7723
Crabel Capital Management
California
$137M +$126M +1,167% 0.37% 13.9% 58 81.03% 1.3
SR
7724
Syntax Research
Florida
$137M -$20.3M -13% 11.7% 42.9% 188 12.23% 8.9
II
7725
Impact Investors
California
$137M -$7.22M -5% 12.5% – 120 38.33% 4