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
IWA
3201
Inspirion Wealth Advisors
Illinois
$154M +$1.17M +0.8% 2.88% 47% 62 4.84%
CCM
3202
Concourse Capital Management
Georgia
$154M -$7.02M -4% 13.1% 107% 75 33.33%
DWM
3203
Dakota Wealth Management
Florida
$154M +$5.3M +4% 2.82% 93% 54 5.56%
WAP
3204
Wealthcare Advisory Partners
Pennsylvania
$154M +$12M +8% 2.38% 60.4% 150 21.33%
AWM
3205
Affinity Wealth Management
Delaware
$154M +$7.08M +5% 1.52% 116% 70 34.29%
CFA
3206
Cahill Financial Advisors
Minnesota
$154M +$10.5M +7% 2.99% 45.2% 127 9.45%
LCM
3207
Liberty Capital Management
Michigan
$154M +$5.62M +4% 1.09% 255 60%
FSA
3208
Financial Sense Advisors
California
$154M -$24.4M -14% 1.2% 149% 93 34.41%
AACA
3209
American Assets Capital Advisers
California
$153M -$2.09M -1% 0.9% 73.5% 36 16.67%
BCM
3210
BHZ Capital Management
California
$153M +$15.1M +11% 9.5% 3.24% 112 38.39%
QCG
3211
Quadrant Capital Group
Ohio
$153M +$7.91M +5% 4.43% 77.7% 2,231 10.04%
OBWP
3212
O'Brien Wealth Partners
Massachusetts
$153M +$9.78M +7% 3.09% 56.7% 31 0%
FCPV
3213
FS Capital Partners VI
California
$153M +$37.1M +32% 32% 1 0%
PCMI
3214
Princeton Capital Management Inc
New Jersey
$153M +$7.91M +5% 6.94% 57.9% 78 6.41%
VAS
3215
Valicenti Advisory Services
New York
$153M -$4.89M -3% 5.38% 119% 57 24.56%
SRSA
3216
S.R. Schill & Associates
Washington
$153M +$3.41M +2% 2.02% 36.7% 72 15.28%
SFS
3217
Shaker Financial Services
Virginia
$152M +$8.46M +6% 3.55% 13.1% 150 52%
NCM
3218
Niemann Capital Management
Nevada
$152M +$19.7M +15% 8.93% 103% 28 78.57%
BCM
3219
Bayesian Capital Management
New York
$152M -$14.8M -9% 15.8% 113% 627 85.01%
BP
3220
Bandera Partners
New York
$152M +$221K +0.1% 6.84% 27.6% 16 6.25%
KFP
3221
Keystone Financial Planning
Ohio
$152M +$4.54M +3% 0.53% 34.1% 46 8.7%
VST
3222
Van Strum & Towne
California
$152M +$1.53M +1% 3.65% 50.9% 77 6.49%
MC
3223
MRJ Capital
New York
$152M +$5.09M +3% 5.78% 127% 53 9.43%
RA
3224
Rational Advisors
New York
$152M +$7.77M +5% 2.48% 37.7% 330 59.7%
VCM
3225
Venator Capital Management
Ontario, Canada
$152M +$33.3M +28% 12% 154% 29 37.93%