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
CB
5476
CNB Bank
Pennsylvania
$211M +$13.4M +7% 527
WQ
5477
Wealth Quarterback
New Jersey
$211M +$33.2M +19% 144
I
5478
IMPACTfolio
Colorado
$211M +$20.6M +11% 37
BCA
5479
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 30
OFA
5480
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 18
SI
5481
Stash Investments
New York
$211M +$24.1M +13% 5
MIM
5482
Meros Investment Management
Texas
$211M +$40.4M +24% 44
LB
5483
Legacy Bridge
Iowa
$211M +$31.5M +18% 349
CP
5484
Creekside Partners
California
$211M +$19.6M +10% 173
NERM
5485
New England Research & Management
Illinois
$211M +$13.7M +7% 176
LFPWM
5486
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 19
LC
5487
Littlejohn & Co
Connecticut
$210M +$18.5M +10% 23
FC
5488
FACT Capital
New York
$210M -$222K -0.1% 21
RMP
5489
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 500
MAWAG
5490
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 342
EBWM
5491
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 78
SIA
5492
SGL Investment Advisors
Montana
$210M +$16.5M +9% 127
MLM
5493
Mount Lucas Management
Pennsylvania
$210M -$2.46M -1% 192
FWM
5494
FMB Wealth Management
California
$210M +$29.3M +16% 87
SWM
5495
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 76
CWM
5496
Chicago Wealth Management
Illinois
$210M +$19M +10% 54
CIS
5497
Custom Index Systems
New York
$210M +$12.3M +6% 300
TCOK
5498
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 61
VWM
5499
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 1,373
VAM
5500
Verity Asset Management
North Carolina
$209M -$36.4M -15% 218