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
CWM
3726
Cordatus Wealth Management
Pennsylvania
$208M +$26.1M +14% 12.6% 96.3% 158 41.14%
WCM
3727
Whitener Capital Management
North Carolina
$208M +$15.5M +8% 11.1% 98.5% 133 7.52%
HCA
3728
Hyperion Capital Advisors
New York
$207M +$37.7M +22% 20.7% 86.1% 42 7.14%
TLP
3729
Trinity Legacy Partners
Texas
$207M +$12.1M +6% 4.79% 63.3% 91 21.98%
KFP
3730
Keystone Financial Planning
Ohio
$207M +$4.22M +2% 2.13% 34.1% 46 4.35%
SRC
3731
Sage Rhino Capital
California
$207M +$17.4M +9% 9.05% 86.8% 176 8.52%
HLA
3732
Hamilton Lane Advisors
Pennsylvania
$207M +$20.1M +11% 8.62% 187% 55 47.27%
EA
3733
Ecofin Advisors
United Kingdom
$207M +$24.2M +13% 23.7% 77% 36 27.78%
SWA
3734
Sutton Wealth Advisors
Florida
$207M +$15.6M +8% 8.68% 40.9% 1,263 8.79%
CCP
3735
Clifford Capital Partners
Utah
$207M +$12.9M +7% 8.95% 77.3% 35 8.57%
MWPCG
3736
Measured Wealth Private Client Group
New Hampshire
$207M +$35.3M +21% 7.98% 84.3% 151 29.14%
CP
3737
Covenant Partners
Tennessee
$207M -$8.93M -4% 7.64% 70.3% 211 15.17%
AA
3738
AlphaCentric Advisors
Puerto Rico
$207M +$29.2M +16% 1.03% 181 29.28%
ODG
3739
O'Dell Group
Ohio
$206M +$15.5M +8% 8.07% 72.2% 25 16%
MIC
3740
Meridian Investment Counsel
California
$206M +$10.4M +5% 11% 103% 190 12.11%
IRC
3741
Investors Research Corp
Georgia
$206M +$6.77M +3% 7.7% 57.2% 1,169 9.5%
TAS
3742
TIFF Advisory Services
Pennsylvania
$206M +$23.7M +13% 8.85% 85.9% 18 55.56%
SWMG
3743
Strategic Wealth Management Group
Maryland
$206M +$36.3M +21% 8.87% 128 30.47%
FVCM
3744
F&V Capital Management
Florida
$206M +$8.11M +4% 9.03% 107% 64 1.56%
CPA
3745
Cowen Prime Advisors
New York
$205M +$29.8M +17% 3.66% 116% 216 34.72%
MCM
3746
Moerus Capital Management
New York
$205M +$25.5M +14% 11% 220% 13 7.69%
BHWA
3747
Beacon Harbor Wealth Advisors
Virginia
$205M +$30.9M +18% 4% 143% 59 54.24%
WCM
3748
Weik Capital Management
Pennsylvania
$205M +$19.5M +11% 8.86% 66.9% 110 8.18%
HCM
3749
Hudson Capital Management
New Jersey
$205M +$16.6M +9% 5.14% 61.6% 81 27.16%
CMI
3750
Clare Market Investments
Texas
$204M +$36.3M +22% 14.7% 128 44.53%