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
SFA
3676
Spectrum Financial Alliance
Kentucky
$131M -$28.9M -18% 19.1% 185% 126 14.29%
SCA
3677
Stuart Chaussee & Associates
California
$131M -$26.7M -17% 6.97% 58.6% 142 21.13%
ACP
3678
Acuta Capital Partners
California
$131M -$149M -53% 22.9% 7,472% 34 47.06%
MMHP
3679
Murphy Middleton Hinkle & Parker
Georgia
$131M -$10.6M -7% 7.8% 61.7% 128 9.38%
MWM
3680
Mascoma Wealth Management
New Hampshire
$131M -$20.5M -14% 8.24% 40% 415 12.05%
LRIC
3681
Long Road Investment Counsel
Michigan
$131M -$19.7M -13% 9.69% 50.3% 71 11.27%
CAN
3682
Claraphi Advisory Network
United States
$131M -$48.5M -27% 14.4% 88.3% 292 40.75%
JAM
3683
Jolley Asset Management
North Carolina
$130M -$18.7M -13% 8.94% 3.47% 67 22.39%
BI
3684
Ballast Inc
Kentucky
$130M -$15.8M -11% 11.1% 66% 101 23.76%
IDBONY
3685
Israel Discount Bank of New York
New York
$130M -$22.8M -15% 10.5% 37.3% 461 14.32%
PIC
3686
Portland Investment Counsel
Ontario, Canada
$130M +$32.3M +33% 19.7% 104% 39 25.64%
VIG
3687
Vienna Insurance Group
Poland
$130M -$20.1M -13% 8.77% 88.1% 70 21.43%
WFG
3688
Wills Financial Group
Virginia
$130M -$21.4M -14% 9.01% 51.7% 70 18.57%
CWM
3689
Concentric Wealth Management
California
$130M -$12.6M -9% 11.2% 33.4% 94 12.77%
HWA
3690
Heritage Way Advisors
Illinois
$130M -$14.6M -10% 11% 79.4% 64 17.19%
WCM
3691
Wunderlich Capital Managemnt
Tennessee
$130M -$10.9M -8% 11.1% 33.6% 103 32.04%
SWM
3692
Shakespeare Wealth Management
Wisconsin
$130M +$123K +0.1% 12.3% 49.6% 45 22.22%
PIA
3693
Peachtree Investment Advisors
Georgia
$130M -$16.9M -12% 12.2% 24.2% 81 17.28%
AB
3694
Atlas Brown
Kentucky
$130M -$33.2M -20% 12% 102% 149 10.07%
WPA
3695
West Paces Advisors
Georgia
$130M -$9.29M -7% 9.63% 53.2% 484 2.27%
SPL
3696
Smart Portfolios LLC
Washington
$130M -$32.1M -20% 8.03% 41.3% 226 49.12%
DC
3697
Diametric Capital
Massachusetts
$130M +$14.5M +13% 12.3% 135% 140 55%
AIA
3698
AIMZ Investment Advisors
California
$130M -$25.9M -17% 13.5% 63.9% 105 13.33%
FLA
3699
Financial Life Advisors
Texas
$129M -$7.2M -5% 7.96% 33.1% 49 8.16%
LA
3700
LexAurum Advisors
Kansas
$129M -$13.4M -9% 10.9% 176 24.43%