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
EA
3801
Evergreen Advisors
Tennessee
$238M -$10.8M -4% 5.77% 13 0%
CUAMC
3802
China Universal Asset Management Company
China
$238M -$257K -0.1% 0.32% 264% 477 82.6%
SWM
3803
Shakespeare Wealth Management
Wisconsin
$237M -$9M -4% 6.31% 49.6% 73 13.7%
WWP
3804
Waypoint Wealth Partners
California
$237M -$23.7M -9% 6.22% 52.1% 68 13.24%
AIC
3805
Archer Investment Corporation
Indiana
$237M -$9.86M -4% 4.5% 55% 853 5.39%
FIM
3806
Fernwood Investment Management
Massachusetts
$237M +$5.04M +2% 7.86% 83.4% 188 4.26%
FC
3807
Financial Consulate
Maryland
$237M +$23.7M +11% 7.51% 53.3% 127 10.24%
TCMG
3808
TSP Capital Management Group
New Jersey
$237M -$16.9M -7% 5.14% 171% 51 0%
MFGM
3809
Marshall Financial Group (Maryland)
Maryland
$237M -$13.5M -5% 5.04% 63.5% 180 2.22%
HW
3810
Hamilton Wealth
California
$237M -$18.9M -7% 4% 101% 103 46.6%
IA
3811
IAM Advisory
Pennsylvania
$237M -$6.74M -3% 4.98% 74.5% 86 17.44%
FSA
3812
Financial Sense Advisors
California
$237M -$36.9M -13% 5.95% 149% 108 25%
CWS
3813
Confluence Wealth Services
Pennsylvania
$236M +$8.76M +4% 4.42% 64.5% 283 25.8%
GF
3814
Gries Financial
Ohio
$236M +$26.2M +12% 5.5% 71.3% 155 29.68%
LIA
3815
LSP Investment Advisors
New York
$236M -$17.1M -7% 3.28% 104% 33 12.12%
ST
3816
SAL Trading
Pennsylvania
$236M -$300K -0.1% 8.78% 18.9% 56 46.43%
SFA
3817
Semmax Financial Advisors
North Carolina
$236M -$9.03M -4% 6.13% 300 6%
AI
3818
Aflac Inc
Georgia
$236M -$29.1M -11% 0.89% 31.1% 5 60%
RWA
3819
Redhawk Wealth Advisors
Minnesota
$236M +$15.5M +7% 2.59% 111% 194 38.66%
AC
3820
Athos Capital
Hong Kong
$236M -$29.4M -11% 1.44% 82.2% 150 22.67%
FFG
3821
Frisch Financial Group
New York
$236M -$23M -9% 4.86% 56% 129 11.63%
WKWM
3822
Walter & Keenan Wealth Management
Indiana
$236M -$17.1M -7% 6.33% 79.9% 147 10.2%
CA
3823
Claar Advisors
New York
$236M -$19.8M -8% 5.93% 63% 37 10.81%
RWP
3824
Reliant Wealth Planning
Kentucky
$236M -$2.74M -1% 4.57% 35.1% 15 0%
FC
3825
FCA Corp
Texas
$235M -$18.3M -7% 4.34% 45.4% 186 16.13%