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
RFG
4451
RFP Financial Group
Georgia
$244M +$16.9M +7% 9.28% 44.1% 1,044 27.97%
DA
4452
Drake & Associates
Wisconsin
$244M +$23.5M +11% 8.63% 42.3% 83 26.51%
LSA
4453
Lion Street Advisors
Texas
$244M -$62.2M -20% 8.32% 38% 273 19.05%
FFM
4454
Flagstone Financial Management
Nebraska
$244M +$25.5M +12% 8.29% 43.9% 44 15.91%
APWM
4455
Argonautica Private Wealth Management
Massachusetts
$244M +$21.4M +10% 12% 158% 182 1.65%
TCWM
4456
Total Clarity Wealth Management
Illinois
$244M +$36.2M +17% 8.68% 69.7% 257 25.29%
PIP
4457
Peachtree Investment Partners
Florida
$244M +$47.8M +24% 12.4% 82.6% 107 8.41%
SFS
4458
Shaker Financial Services
Virginia
$244M +$29M +14% 5.82% 13.1% 175 24.57%
HLA
4459
Hamilton Lane Advisors
Pennsylvania
$243M +$65.8M +37% 50.8% 187% 37 45.95%
LAM
4460
L2 Asset Management
Massachusetts
$243M +$30.7M +14% 13.1% 110% 245 40%
PH
4461
Pinnacle Holdings
Oklahoma
$243M +$29.6M +14% 11.7% 65.3% 228 15.79%
FGN
4462
Foundry Group Next
Colorado
$243M +$70.1M +41% 69.4% 5 20%
MC
4463
Mathes Company
New York
$243M +$27.2M +13% 11.9% 105% 132 8.33%
SFA
4464
Spectrum Financial Alliance
Kentucky
$243M +$44.2M +22% 23.1% 185% 14 0%
GMA
4465
Glassy Mountain Advisors
Maryland
$242M +$32.6M +16% 12.8% 75.5% 59 16.95%
WA
4466
Wealthstream Advisors
New York
$242M +$48.5M +25% 11.1% 88.2% 150 28.67%
PM
4467
Phraction Management
Connecticut
$242M +$30M +14% 11.2% 89.7% 54 11.11%
GJWM
4468
Gilliland Jeter Wealth Management
Arkansas
$242M 10.9% 164
GWA
4469
GGM Wealth Advisors
Maryland
$242M +$10.7M +5% 8% 25.9% 149 14.77%
APC
4470
Aristotle Pacific Capital
California
$242M +$72.7M +43% 3.07% 1.3% 5 0%
MPAM
4471
Murphy Pohlad Asset Management
Minnesota
$242M +$13.6M +6% 9.4% 75.1% 118 6.78%
JWM
4472
Jeppson Wealth Management
California
$242M +$23.3M +11% 10% 77.2% 209 15.31%
CCM
4473
Cutler Capital Management
Massachusetts
$241M +$19.7M +9% 8.32% 34% 120 15.83%
CHA
4474
Carmichael Hill & Associates
Maryland
$241M +$24.1M +11% 10.8% 39.7% 830 8.55%
CPIA
4475
Cornell Pochily Investment Advisors
New York
$241M +$11.8M +5% 9.88% 83.7% 182 14.29%