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
CSWG
4176
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 2.15% 67.3% 65 12.31%
BP
4177
BWM Planning
Texas
$379M +$4.88M +1% 2.79% 98 15.31%
NICM
4178
Neo Ivy Capital Management
New York
$379M -$254M -40% 3.24% 527 76.47%
KFS
4179
Kurt F. Somerville
$379M -$211M -36% 1.53% 62.7% 107 18.69%
CFG
4180
Carr Financial Group
Massachusetts
$379M +$2.86M +0.8% 1.29% 50.7% 200 19.5%
MLFP
4181
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 2.08% 66.9% 90 6.67%
FW
4182
Fairway Wealth
Ohio
$379M +$8.17M +2% 0.68% 272 43.01%
PIM
4183
Progressive Investment Management
Oregon
$379M -$39.2M -9% 4.17% 86.3% 63 20.63%
HFA
4184
Highland Financial Advisors
New Jersey
$379M +$18M +5% 2.22% 63.3% 73 17.81%
LFGO
4185
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 0.7% 58.7% 96 9.38%
MBFW
4186
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 0.21% 50% 304 7.24%
BFS
4187
Bare Financial Services
Pennsylvania
$378M +$18.8M +5% 0.63% 1,915 29.66%
AWC
4188
Adamsbrown Wealth Consultants
Kansas
$378M +$19.1M +5% 1.01% 55.8% 144 17.36%
IFS
4189
Ifrah Financial Services
Arkansas
$378M -$11.1M -3% 1.32% 61.7% 214 8.88%
VIP
4190
Vista Investment Partners
Oklahoma
$378M -$4.5M -1% 4.51% 184 18.48%
AFCM
4191
Alta Fox Capital Management
Texas
$378M -$87M -19% 1.24% 228% 16 62.5%
DAL
4192
Delta Air Lines
Georgia
$378M -$65.2M -15% 20.5% 26.9% 3 0%
WAM
4193
Wakefield Asset Management
Colorado
$377M +$8.78M +2% 6.46% 111% 253 37.15%
FP
4194
Fivespan Partners
California
$377M +$12.5M +3% 18.1% 6 33.33%
C
4195
Cliffwater
California
$377M -$99M -21% 4.6% 28.5% 22 9.09%
T
4196
TrueFG
Texas
$377M +$4.59M +1% 0.02% 51.4% 72 5.56%
EFP
4197
EnRich Financial Partners
Wisconsin
$377M +$10.2M +3% 1.33% 64 1.56%
GVCM
4198
Global View Capital Management
Wisconsin
$377M -$160M -30% 0.61% 167 34.13%
LWA
4199
Lifelong Wealth Advisors
Minnesota
$376M -$1.02M -0.3% 2.44% 95 11.58%
MWM
4200
McMill Wealth Management
Nebraska
$376M +$20.5M +6% 0.5% 88 67.05%