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
SIAG
3901
Safeguard Investment Advisory Group
California
$351M +$28.8M +9% 5.48% 62.9% 127 21.26%
EWM
3902
Essex Woodlands Management
Texas
$350M +$43.7M +14% 40.2% 203% 7 0%
GAG
3903
Goodman Advisory Group
Massachusetts
$350M +$15.5M +5% 5.36% 62.7% 206 18.93%
PI
3904
Pennant Investors
New Jersey
$350M -$32.3M -8% 13.8% 359% 47 68.09%
BCP
3905
Berkeley Capital Partners
Georgia
$350M +$18.1M +5% 7.55% 49.3% 177 15.82%
WCM
3906
WealthBridge Capital Management
Ohio
$350M +$46.1M +15% 6.29% 82.1% 216 15.28%
PEA
3907
Park Edge Advisors
Ohio
$350M +$22.8M +7% 4.3% 53.7% 154 22.73%
DI
3908
DDFG Inc
California
$350M +$26.3M +8% 6.29% 50.9% 83 9.64%
HNW
3909
High Note Wealth
Minnesota
$350M +$22.5M +7% 6.16% 73% 102 7.84%
PA
3910
Prism Advisors
California
$350M +$19.8M +6% 6.4% 49.9% 69 10.14%
AFGI4KRSP
3911
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$350M +$18.3M +6% 9.41% 5.11% 1 0%
HFBOT
3912
Home Federal Bank of Tennessee
Tennessee
$350M +$21M +6% 6.79% 65.2% 81 6.17%
SCP
3913
Seafarer Capital Partners
California
$350M +$56.6M +19% 12.3% 76.2% 7 14.29%
HFS
3914
Haverford Financial Services
Pennsylvania
$349M +$15.8M +5% 9.12% 57.8% 41 0%
AFWM
3915
AMJ Financial Wealth Management
Virginia
$349M +$26.2M +8% 8.25% 150% 93 30.11%
WWM
3916
Wiser Wealth Management
Georgia
$349M +$25.9M +8% 5.13% 46.7% 49 28.57%
AR
3917
Apeiron RIA
Texas
$349M +$22.4M +7% 5.84% 63.7% 214 8.88%
LHC
3918
Little House Capital
Massachusetts
$349M +$28.9M +9% 6.03% 85.8% 123 15.45%
APC
3919
Aristotle Pacific Capital
California
$348M +$45.2M +15% 2.43% 1.3% 6 0%
BA
3920
Birinyi Associates
Connecticut
$348M +$14.4M +4% 5.25% 102% 61 11.48%
OWA
3921
Outlook Wealth Advisors
Texas
$348M +$27.8M +9% 4.7% 54.9% 273 13.19%
KA
3922
Kore Advisors
Florida
$348M +$1.56M +0.4% 10.1% 22 27.27%
NI
3923
NFC Investments
Tennessee
$348M -$482K -0.1% 5.21% 36 2.78%
GIP
3924
Gavilan Investment Partners
California
$348M +$33M +10% 11.9% 123% 14 14.29%
PPC
3925
Park Place Capital
Alabama
$348M +$34.7M +11% 6.89% 49.6% 905 11.05%