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
CPA
4151
Capital Performance Advisors
California
$313M -$16.2M -5% 1.52% 61.5% 2,902 94.07%
QPW
4152
Quantum Private Wealth
Florida
$313M +$17.3M +6% 13.3% 219% 196 12.76%
RI
4153
Rinkey Investments
California
$313M +$3.54M +1% 1.61% 38.4% 98 25.51%
WA
4154
Wambolt & Associates
Colorado
$313M -$53.4M -15% 1.3% 62.2% 202 13.37%
HC
4155
Hara Capital
Washington
$313M +$152M +94% 2.41% 318 7.23%
BWM
4156
Buska Wealth Management
Wisconsin
$312M +$25.7M +9% 1.06% 61 9.84%
WPA
4157
WIT Partners Advisory
Singapore
$312M -$101M -24% 24.4% 1 0%
TJHA
4158
Thomas J. Herzfeld Advisors
Florida
$312M +$11.8M +4% 3.51% 17.9% 165 16.97%
PP
4159
Prosperity Planning
Missouri
$312M -$3.54M -1% 2.12% 40.5% 105 2.86%
BFWA
4160
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 0.9% 70.6% 111 19.82%
AWM
4161
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 0.2% 58.6% 1,362 14.76%
SA
4162
Shilanski & Associates
Alaska
$312M +$3.92M +1% 0.91% 84.2% 115 23.48%
MC
4163
Mirabaud & Cie
Switzerland
$312M -$33.7M -10% 4.82% 65 20%
BC
4164
Bruce & Co
Illinois
$311M -$32.2M -9% 3.16% 65.7% 42 4.76%
SWA
4165
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 2.81% 56.3% 40 32.5%
LL
4166
LPWM LLC
Minnesota
$311M +$5.89M +2% 0.42% 54.3% 81 8.64%
CIC
4167
Chase Investment Counsel
Virginia
$311M +$11M +4% 6.03% 262% 151 29.8%
CCG
4168
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 2.98% 91.5% 99 12.12%
DW
4169
Dodds Wealth
Colorado
$311M +$11M +4% 1.7% 61 4.92%
WWP
4170
WR Wealth Planners
Missouri
$311M -$48.5M -13% 0.6% 22.1% 1,209 14.06%
BIA
4171
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 5.28% 57.9% 118 9.32%
KLCM
4172
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 2.18% 69.6% 203 15.76%
HA
4173
Hamel Associates
New Jersey
$311M -$16.6M -5% 1.72% 50.6% 77 7.79%
PCI
4174
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 9.5% 83.4% 17 23.53%
LFGO
4175
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 0.5% 58.7% 88 13.64%