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
CFO
4226
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 9.47% 50.1% 194 26.8%
SSI
4227
Scott & Selber Inc
Texas
$222M +$14.9M +7% 10.3% 187% 100 8%
ECM
4228
Engle Capital Management
Connecticut
$222M -$119M -35% 8.26% 398% 31 64.52%
FA
4229
Fountainhead AM
New Jersey
$222M +$23.9M +12% 7.64% 65.6% 90 32.22%
AFS
4230
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 10.7% 94.6% 85 3.53%
QFA
4231
Quantum Financial Advisors
California
$222M -$3.3M -1% 9% 61.1% 96 20.83%
B
4232
BetterWealth
California
$222M +$27.7M +14% 7.72% 55.7% 41 17.07%
LJHT
4233
Laurie J. Hall Trustee
$222M +$19.2M +9% 11.9% 96% 327 6.12%
PFS
4234
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 10.3% 100% 111 3.6%
BFA
4235
BBJS Financial Advisors
Washington
$222M 4.12% 139
BWP
4236
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 2.79% 197% 295 16.61%
GJCM
4237
Grand Jean Capital Management
California
$222M -$3.93M -2% 6.56% 61.4% 44 11.36%
P2P
4238
Phase 2 Partners
California
$221M +$10.9M +5% 6.9% 25.1% 30 50%
IAM
4239
Innovis Asset Management
Illinois
$221M 9.26% 150
IF
4240
Insight Folios
North Carolina
$221M +$24.9M +13% 12.7% 32.9% 106 2.83%
NS
4241
Newman & Schimel
Illinois
$221M +$18.9M +9% 6.15% 54 24.07%
MCA
4242
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 9.42% 66.5% 201 9.45%
HIM
4243
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 9.01% 52.6% 129 20.16%
AA
4244
Auxano Advisors
Washington
$221M +$3.63M +2% 3.87% 85.4% 103 11.65%
CAM
4245
Connacht Asset Management
New York
$221M +$80M +57% 32.2% 63.8% 157 52.87%
SAS
4246
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 8.13% 84.9% 169 18.34%
WFA
4247
Wade Financial Advisory
California
$221M +$21.1M +11% 9.51% 15.9% 78 10.26%
VARA
4248
Value Aligned Research Advisors
New Jersey
$221M 6.01% 1,641% 24
SSC
4249
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 10.1% 66.8% 331 12.08%
QC
4250
Qalhat Capital
British Virgin Islands
$221M -$109M -33% 8.15% 90.3% 17 23.53%