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
GL
4176
Globe Life
Texas
$381M -$17M -4% 4.27% 60.1% 2 0%
SFWC
4177
Strategic Family Wealth Counselors
New Jersey
$381M -$64.8M -15% 2.73% 72.3% 228 32.46%
EPP
4178
ETF Portfolio Partners
Kansas
$381M -$7.01M -2% 1.98% 44.3% 71 8.45%
AWA
4179
Aquire Wealth Advisors
Utah
$381M -$4.04M -1% 1.38% 54.1% 52 11.54%
MW
4180
Marks Wealth
Maryland
$380M +$81.4M +27% 0.45% 169% 22 50%
BCFS
4181
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 4.54% 72.2% 98 1.02%
MC
4182
Muhlenkamp & Co
Pennsylvania
$380M +$7.97M +2% 13.9% 121% 30 10%
AC
4183
Attestor Capital
Cayman Islands
$380M +$168M +79% 2.77% 10 30%
EAM
4184
Empirical Asset Management
Massachusetts
$379M +$24.8M +7% 0.94% 94.5% 445 30.79%
RWA
4185
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 2.08% 50.8% 149 10.74%
CSWG
4186
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 2.15% 67.3% 65 12.31%
BP
4187
BWM Planning
Texas
$379M +$4.88M +1% 2.79% 98 15.31%
NICM
4188
Neo Ivy Capital Management
New York
$379M -$254M -40% 3.24% 527 76.47%
KFS
4189
Kurt F. Somerville
$379M -$211M -36% 1.53% 92.9% 107 18.69%
CFG
4190
Carr Financial Group
Massachusetts
$379M +$2.86M +0.8% 1.29% 66.1% 200 19.5%
MLFP
4191
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 2.08% 66.9% 90 6.67%
FW
4192
Fairway Wealth
Ohio
$379M +$8.17M +2% 0.68% 272 43.01%
PIM
4193
Progressive Investment Management
Oregon
$379M -$39.2M -9% 4.17% 126% 63 20.63%
HFA
4194
Highland Financial Advisors
New Jersey
$379M +$18M +5% 2.22% 63.3% 73 17.81%
LFGO
4195
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 0.7% 58.7% 96 9.38%
MBFW
4196
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 0.21% 50% 304 7.24%
BFS
4197
Bare Financial Services
Pennsylvania
$378M +$18.8M +5% 0.63% 1,915 29.61%
AWC
4198
Adamsbrown Wealth Consultants
Kansas
$378M +$19.1M +5% 1.01% 55.8% 144 17.36%
IFS
4199
Ifrah Financial Services
Arkansas
$378M -$11.1M -3% 1.32% 61.7% 214 8.88%
VIP
4200
Vista Investment Partners
Oklahoma
$378M -$4.5M -1% 4.51% 184 18.48%