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
PIC
4376
PCJ Investment Counsel
Ontario, Canada
$352M -$52.2M -13% 7.46% 165% 72 33.33%
BMWM
4377
Brown Miller Wealth Management
Virginia
$352M -$10.1M -3% 2.55% 102% 205 12.68%
ACA
4378
Acorn Capital Advisors
New York
$352M +$56.7M +19% 20.6% 23 13.04%
VR
4379
Vision Retirement
New Jersey
$352M -$21.5M -6% 3.86% 695 20.72%
HIA
4380
HTG Investment Advisors
Connecticut
$352M +$26.1M +8% 0.78% 51.8% 87 13.79%
ES
4381
Enavate Sciences
California
$352M -$155M -31% 17.4% 7 0%
CC
4382
Cypress Capital
Tennessee
$351M -$5.67M -2% 0.3% 39.8% 101 12.87%
CGFA
4383
Colton Groome Financial Advisors
North Carolina
$351M +$2.4M +0.7% 1.19% 59.3% 145 11.03%
AW
4384
Alaethes Wealth
Nevada
$351M -$4.06M -1% 0.57% 80.5% 131 17.56%
TFA
4385
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 1.26% 69.5% 97 10.31%
LWMM
4386
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 4.95% 89.1% 115 20.87%
FFO
4387
Fiduciary Family Office
Florida
$351M +$2.96M +0.9% 3.05% 201 19.9%
PC
4388
PhiloSmith Capital
Connecticut
$351M -$13M -4% 4.95% 54% 23 4.35%
SMC
4389
Spider Management Company
Virginia
$351M +$126M +56% 0.38% 6 66.67%
SC
4390
Steph & Co
Wisconsin
$351M +$3.58M +1% 0.73% 56.8% 323 10.84%
HA
4391
Hamel Associates
New Jersey
$351M +$18.8M +6% 7.83% 50.6% 85 11.76%
UB
4392
Umpqua Bank
Oregon
$350M -$9.57M -3% 0.2% 162 7.41%
PCM
4393
Ping Capital Management
New York
$350M +$2.53M +0.7% 3.18% 99 37.37%
SL
4394
SWMG LLC
Texas
$350M -$10M -3% 2.16% 61.3% 134 20.9%
WMP
4395
Wealth Management Partners
Arizona
$350M -$342K -0.1% 0.02% 179% 157 12.74%
RFS
4396
Retirement Financial Solutions
Tennessee
$350M +$8.19M +2% 1.86% 40.6% 56 21.43%
BC
4397
Bruce & Co
Illinois
$350M +$27.1M +8% 10.2% 65.7% 41 4.88%
WFA
4398
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 0.37% 42.9% 100 11%
PCM
4399
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 3.97% 70.6% 117 7.69%
SA
4400
SRH Advisors
Kansas
$349M +$2.16M +0.6% 0.73% 51% 304 12.17%