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 Avg Holding
Period (Yrs)
Apollon Financial
4126
Apollon Financial
South Carolina
$309M +$19.6M +7% 7.47% 103% 154 10.39% 0.5
AFS
4127
Annapolis Financial Services
Maryland
$309M +$4.98M +2% 0.44% 15% 372 6.45% 2.7
Heirloom Wealth Management
4128
Heirloom Wealth Management
Colorado
$309M +$15M +5% 5.5% 81.8% 51 11.76% 1.5
Sanchez Wealth Management Group
4129
Sanchez Wealth Management Group
Florida
$309M +$13.3M +5% 1.25% 56.9% 40 7.5% 3.5
TruNorth Capital Management
4130
TruNorth Capital Management
Michigan
$308M +$18.1M +6% 0.51% – 401 42.64% 0.2
MFGP
4131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$308M +$4.81M +2% 0.88% 65.5% 59 15.25% 4.3
Knuff & Co
4132
Knuff & Co
California
$308M +$10.6M +4% 5.47% 85.8% 133 7.52% 3.6
CWM
4133
Cedar Wealth Management
California
$308M +$4.03M +1% 1.71% 68.1% 356 18.54% 3.1
Capasso Planning Partners
4134
Capasso Planning Partners
South Carolina
$308M +$66.5M +28% 2.18% 51.6% 153 35.95% 1.3
Compton Financial Group
4135
Compton Financial Group
Maryland
$308M +$10.6M +4% 1.24% 37.7% 34 8.82% 2.6
Sentinus LLC
4136
Sentinus LLC
Illinois
$308M +$23.8M +8% 2.48% – 195 18.97% 1.1
Access Investment Management
4137
Access Investment Management
Georgia
$308M +$4.97M +2% 4.81% – 104 6.73% 0.4
Physicians Financial Services
4138
Physicians Financial Services
North Carolina
$307M +$23.5M +8% 7.21% 100% 110 8.18% 6.3
Security Benefit Life Insurance Company
4139
Security Benefit Life Insurance Company
Kansas
$307M -$18.5M -6% 4.17% 60.6% 36 22.22% 2.1
Wellington Shields & Co
4140
Wellington Shields & Co
New York
$307M +$8.68M +3% 3.37% 109% 322 11.18% 3.3
TFB Advisors
4141
TFB Advisors
Kansas
$307M +$31.4M +11% 3.23% 80.4% 299 15.38% 0.5
Brown, Lisle/Cummings
4142
Brown, Lisle/Cummings
Rhode Island
$307M +$12.5M +4% 1.94% 82.3% 624 12.18% 1.9
Savvy Advisors Inc
4143
Savvy Advisors Inc
New York
$307M +$133M +77% 2.94% – 312 32.37% 0.3
Princeton Capital Management
4144
Princeton Capital Management
New Jersey
$307M +$29.8M +11% 13.5% 206% 122 23.77% 4.3
TM
4145
Tikvah Management
North Carolina
$307M -$12.5M -4% 1.92% 169% 25 8% 3.8
Essex Woodlands Management
4146
Essex Woodlands Management
Texas
$307M -$38.1M -11% 7.56% 55% 7 0% 5.8
Prentice Wealth Management
4147
Prentice Wealth Management
New York
$306M +$18.5M +6% 1.37% 47.8% 107 1.87% 2
Ironwood Wealth Management (Arizona)
4148
Ironwood Wealth Management (Arizona)
Arizona
$306M -$2.14M -0.7% 0.27% 34.2% 45 4.44% 5.2
Copperwynd Financial
4149
Copperwynd Financial
Arizona
$306M +$28.3M +10% 3.29% 90% 155 15.48% 3.1
Carrera Capital Advisors
4150
Carrera Capital Advisors
Michigan
$306M – – 0.55% – 85 – 0