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
CCP
3301
Clifford Capital Partners
Utah
$525M +$38.4M +8% 7.95% 77.3% 54 31.48%
SWP
3302
Summit Wealth Partners
Florida
$524M +$31.4M +6% 5.49% 44.9% 218 6.88%
UIA
3303
UG Investment Advisers
Taiwan
$524M +$159M +43% 4.79% 172% 14 14.29%
PFG
3304
PAX Financial Group
Texas
$523M -$41M -7% 8.63% 56% 273 24.18%
PCP
3305
P2 Capital Partners
New York
$522M +$7.3M +1% 2.62% 7.96% 14 21.43%
FSCM
3306
Front Street Capital Management
Montana
$522M -$2.37M -0.5% 16.4% 316% 73 17.81%
TNA
3307
True North Advisors
Texas
$522M -$42.3M -7% 6.14% 86.9% 255 17.65%
CTAF
3308
Call To Action Foundation
Utah
$522M +$54.7M +12% 10.5% 1 0%
RAM
3309
Rempart Asset Management
Canada
$521M +$36.1M +7% 8.84% 58.8% 34 0%
IC
3310
Ikarian Capital
Texas
$521M -$291M -36% 20.2% 5,184% 195 49.74%
ARG
3311
Advisory Resource Group
Oklahoma
$520M +$29.4M +6% 6.05% 66.5% 179 16.2%
MCIA
3312
Mountain Capital Investment Advisors
Colorado
$520M +$54.1M +12% 8.87% 63.3% 75 18.67%
DIM
3313
Delta Investment Management
California
$520M +$24.9M +5% 7.82% 65.8% 262 17.94%
CP
3314
Caligan Partners
New York
$520M +$40.9M +9% 13.9% 2,628% 18 16.67%
LC
3315
Lincoln Capital
Nebraska
$520M +$40.7M +9% 4.67% 63.8% 123 4.88%
SSG
3316
Summit Securities Group
New York
$520M -$119M -19% 8.92% 136% 1,507 80.03%
CFS
3317
Commonwealth Financial Services
West Virginia
$519M +$31.1M +6% 9.15% 58.2% 222 13.06%
CAAM
3318
Cornerstone Advisors Asset Management
Pennsylvania
$519M +$31.2M +6% 5.99% 41.2% 130 17.69%
GWM
3319
Gibbs Wealth Management
Georgia
$519M +$104M +25% 9.53% 383 24.02%
BTWM
3320
Brass Tax Wealth Management
Ohio
$519M +$43.2M +9% 7.73% 239 14.64%
EWM
3321
Edge Wealth Management
New York
$519M +$26M +5% 5.13% 61.6% 84 4.76%
HA
3322
Huntleigh Advisors
Missouri
$518M -$80.4M -13% 20.8% 294 17.69%
DW30
3323
Drucker Wealth 3.0
New Jersey
$518M +$63.5M +14% 7.77% 227 34.8%
SAS
3324
SMI Advisory Services
Indiana
$518M +$75.3M +17% 8.58% 79.7% 59 40.68%
BMWS
3325
Brady Martz Wealth Solutions
North Dakota
$517M +$75.2M +17% 7.79% 150 10%