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
SEEDPG
4276
S.E.E.D. Planning Group
New York
$300M -$1.98M -0.7% 1.51% 50.4% 79 12.66%
CI
4277
Cavalier Investments
Georgia
$299M -$26.7M -8% 5.06% 154% 94 31.91%
ECAM
4278
East Coast Asset Management
Massachusetts
$299M -$1.94M -0.6% 5.43% 142% 74 5.41%
GOCP
4279
Great Oak Capital Partners
Massachusetts
$299M +$9.96M +3% 2.87% 34 5.88%
VAMG
4280
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 1.4% 717 88.84%
DF
4281
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 5.67% 121% 290 87.93%
SIS
4282
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 0.67% 744 16.94%
PCR
4283
Potrero Capital Research
California
$299M -$17.4M -6% 10.4% 137% 39 41.03%
LSC
4284
Logan Stone Capital
Illinois
$299M -$108M -27% 8.38% 34.1% 162 50%
IAG
4285
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 0.76% 50.3% 173 5.78%
ER
4286
EVR Research
Virginia
$299M -$102M -26% 30% 104% 48 50%
AM
4287
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 0.54% 79.1% 79 11.39%
MSCM
4288
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 0.35% 86.3% 117 26.5%
FA
4289
FC Advisory
Pennsylvania
$298M +$996K +0.3% 0.72% 42.9% 109 9.17%
IHWM
4290
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 2.03% 29.1% 526 6.84%
GPTE
4291
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 13.4% 140% 26 3.85%
SSW
4292
Stone Summit Wealth
Florida
$298M -$12M -4% 0.56% 59.6% 141 2.13%
DCM
4293
DG Capital Management
New York
$298M +$77.4M +35% 3.81% 81.2% 30 66.67%
AFA
4294
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 2.55% 39.7% 44 25%
FP
4295
Financial Perspectives
Minnesota
$298M +$9.25M +3% 2.4% 87.8% 738 8.4%
SL
4296
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 8.87% 63.6% 1 0%
DWM
4297
Darwin Wealth Management
Florida
$298M -$66.9M -18% 0.42% 56.8% 706 17.99%
OCPWS
4298
One Charles Private Wealth Services
Massachusetts
$297M +$34.4M +13% 9.97% 99.7% 163 10.43%
WPW
4299
Warther Private Wealth
Ohio
$297M +$11.7M +4% 4.35% 88.4% 90 11.11%
APW
4300
Acima Private Wealth
Virginia
$297M -$1.29M -0.4% 1.85% 45.2% 184 0%