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
MLA
4101
My Legacy Advisors
Oregon
$254M +$21.2M +9% 4.73% 49.1% 223 14.8%
GSIAS
4102
Garden State Investment Advisory Services
New Jersey
$254M +$22.2M +10% 6.19% 71.5% 276 32.61%
SWRP
4103
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 5.33% 67.6% 109 50.46%
IVMX
4104
Institutional Venture Management XV
California
$254M -$87.5M -26% 3.1% 36.3% 6 33.33%
FFA
4105
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 7.09% 72.5% 521 14.97%
BDA
4106
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 6.71% 44.2% 63 1.59%
CWM
4107
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 6.24% 57.5% 161 8.07%
SF
4108
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 15.1% 36.7% 4 0%
BCM
4109
Beck Capital Management
Texas
$254M +$18.6M +8% 12.3% 205% 132 39.39%
HWM
4110
Horizon Wealth Management
Illinois
$254M +$120M +90% 11.1% 82.8% 86 13.95%
OH
4111
Oikos Holdings
New York
$253M +$13.2M +6% 5.61% 5.54% 10 10%
CPG
4112
Cornerstone Planning Group
New Jersey
$253M 4.34% 55.1% 1,569
MAG
4113
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 5.26% 42.7% 25 8%
VSCP
4114
Vesey Street Capital Partners
New York
$253M +$105M +71% 71% 43.8% 1 0%
RAM
4115
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 8.91% 50.3% 107 1.87%
WFA
4116
Wade Financial Advisory
California
$252M +$14.3M +6% 5.09% 15.9% 78 8.97%
SC
4117
Stephens Consulting
Michigan
$252M +$86.4M +52% 4.73% 50.1% 537 9.68%
DA
4118
Dash Acquisitions
California
$252M +$36.4M +17% 10.8% 61.3% 51 29.41%
LJHT
4119
Laurie J. Hall Trustee
$252M +$17.5M +7% 7.76% 96% 275 5.82%
QFA
4120
Quattro Financial Advisors
Texas
$252M +$7.95M +3% 4.43% 61.8% 102 36.27%
CM
4121
Columbus Macro
Pennsylvania
$252M -$17.4M -6% 1.72% 46.8% 186 27.42%
AAMC
4122
Asset Allocation & Management Company
Illinois
$252M +$2.11M +0.8% 3.8% 53.8% 100 41%
BWAM
4123
Boyd Watterson Asset Management
Ohio
$251M +$5.51M +2% 7.4% 82.4% 428 3.04%
DMKJ
4124
David M. Knott Jr
$251M -$3.22M -1% 6.86% 144% 155 8.39%
WAM
4125
Wakefield Asset Management
Colorado
$251M +$10.4M +4% 5.87% 111% 194 43.3%