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
WFA
4101
Wade Financial Advisory
California
$200M -$11.2M -5% 76
FLA
4102
Financial Life Advisors
Texas
$200M -$13.9M -7% 71
MWM
4103
MorganRosel Wealth Management
Colorado
$199M +$12.4M +7% 105
DA
4104
DCM Advisors
New York
$199M -$32.3M -14% 228
BIA
4105
BHK Investment Advisors
Alabama
$199M -$23.3M -10% 65
OPTFSNA
4106
Old Point Trust & Financial Services N A
Virginia
$199M -$17.1M -8% 82
SIM
4107
SW Investment Management
Colorado
$199M +$21.8M +12% 9
FLI
4108
Family Legacy Inc
South Carolina
$199M -$12M -6% 111
PI
4109
Pelion Inc
Utah
$199M +$35.8M +22% 4
FUBT
4110
First United Bank & Trust
Maryland
$199M -$18.7M -9% 148
WWM
4111
WT Wealth Management
Arizona
$199M -$3.77M -2% 108
SKK
4112
Shepherd Kaplan Krochuk
Massachusetts
$199M -$27.7M -12% 191
D
4113
Diversified
Delaware
$199M -$42.5M -18% 129
CRWM
4114
Castle Rock Wealth Management
California
$198M +$2.42M +1% 222
TCOO
4115
Trust Company of Oklahoma
Oklahoma
$198M -$13.9M -7% 117
FA
4116
Fountainhead AM
New Jersey
$198M +$13.9M +8% 83
DC
4117
Diametric Capital
Massachusetts
$198M +$62.8M +46% 401
CMP
4118
Courage Miller Partners
Virginia
$198M -$12.3M -6% 70
FWC
4119
First Washington Corp
Washington
$198M -$17M -8% 67
MLA
4120
My Legacy Advisors
Oregon
$198M -$1.8M -0.9% 209
LCM
4121
LDR Capital Management
New York
$198M -$41M -17% 72
MIRH
4122
Madison International Realty Holdings
New York
$198M +$12M +6% 3
BWM
4123
BigSur Wealth Management
Florida
$198M -$14.6M -7% 141
AIA
4124
AIMZ Investment Advisors
California
$198M -$10.9M -5% 111
IA
4125
IFG Advisors
Missouri
$198M -$152K -0.1% 110