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
WMR
4476
Wealth Management Resources
Rhode Island
$207M +$35M +20% 3.11% 36.5% 42 16.67%
NC
4477
Nightview Capital
Texas
$207M -$16.4M -7% 3.77% 142% 19 26.32%
SFG
4478
Snider Financial Group
Washington
$207M -$2.28M -1% 2.51% 73.7% 61 9.84%
DLG
4479
Daniel L. Goodwin
$207M -$2.71M -1% 3.31% 72.6% 99 13.13%
DFG
4480
Delphi Financial Group
Delaware
$207M +$9.76M +5% 5.08% 48.5% 32 50%
CCG
4481
Ceeto Capital Group
Florida
$207M -$11.6M -5% 5.39% 81.6% 165 10.91%
KA
4482
Kailix Advisors
Florida
$207M +$26.3M +15% 9.13% 27% 9 22.22%
TB
4483
Terril Brothers
Missouri
$206M -$20.1M -9% 4.25% 94.4% 61 13.11%
S
4484
SimplyRich
California
$206M -$74.3M -26% 1.26% 71.7% 179 21.79%
LRIC
4485
Long Road Investment Counsel
Michigan
$206M -$8.51M -4% 4.27% 50.3% 69 4.35%
SRSA
4486
S.R. Schill & Associates
Washington
$206M -$14.2M -6% 5.86% 36.7% 86 16.28%
WWM
4487
WJ Wealth Management
Arizona
$206M -$5.6M -3% 1.84% 73.3% 66 12.12%
LFM
4488
LGT Fund Management
Liechtenstein
$206M -$11.9M -5% 1.74% 93.7% 132 31.82%
PWM
4489
Provident Wealth Management
Tennessee
$206M +$2.56M +1% 3.89% 43.3% 92 9.78%
CWA
4490
CJM Wealth Advisers
Virginia
$206M +$8.53M +4% 3.22% 71.5% 55 5.45%
AJ
4491
Ashburton (Jersey)
Jersey
$205M $0 0% 0.01% 55 0%
VC
4492
Veery Capital
Delaware
$205M -$6.55M -3% 3.75% 57.1% 87 8.05%
QWM
4493
Quaker Wealth Management
New Jersey
$205M -$16.2M -7% 3.29% 56 17.86%
TSS
4494
Thomas Story & Son
Indiana
$205M -$13.9M -6% 2.1% 91.8% 54 7.41%
SA
4495
SRH Advisors
Kansas
$205M +$17.3M +9% 3.23% 51% 307 9.12%
BCM
4496
Beddow Capital Management
Wyoming
$205M +$8.23M +4% 4.73% 50.7% 56 7.14%
GWM
4497
Graybill Wealth Management
Illinois
$205M -$5.62M -3% 3.3% 55 5.45%
FNWM
4498
Financial Network Wealth Management
Utah
$205M -$11.5M -5% 4.36% 107 11.21%
OFG
4499
Omega Financial Group
California
$205M -$13.7M -6% 4.07% 45.2% 82 6.1%
FSA
4500
Financial Services Advisory
Maryland
$205M -$37.3M -15% 2.92% 61.8% 58 44.83%