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
AR
4526
Apeiron RIA
Texas
$390M -$41.6M -10% 11.2% 63.7% 216 30.56%
LWM
4527
LongView Wealth Management
Georgia
$390M -$8.26M -2% 11.9% 261 18.39%
CC
4528
Checkpoint Capital
California
$390M +$111M +40% 39.9% 8 25%
LWMM
4529
Legacy Wealth Management (Mississippi)
Mississippi
$390M +$38.7M +11% 18.4% 89.1% 121 18.18%
SMG
4530
Smart Money Group
Texas
$390M +$45.8M +13% 12.6% 58.9% 88 6.82%
SACTSONJ
4531
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$389M +$34.6M +10% 28.4% 147% 309 7.44%
NFP
4532
Narus Financial Partners
Utah
$389M +$7.72M +2% 4.57% 88.9% 185 16.76%
TCOO
4533
Trust Company of Oklahoma
Oklahoma
$389M +$45.9M +13% 20.7% 88.7% 153 17.65%
TFA
4534
Trinity Financial Advisors
Ohio
$389M +$37.9M +11% 12% 69.5% 97 10.31%
CWM
4535
Cedar Wealth Management
California
$389M +$45.4M +13% 14.4% 68.1% 103 24.27%
SCA
4536
St. Clair Advisors
Ohio
$389M +$12.9M +3% 13.3% 64% 83 7.23%
MA
4537
MSA Advisors
California
$389M +$55.9M +17% 14.8% 54 27.78%
KFSC
4538
Keystone Financial Services (Colorado)
Colorado
$388M +$47.7M +14% 14.5% 66% 139 20.14%
PWM
4539
Provident Wealth Management
Tennessee
$388M +$57.8M +17% 12.2% 53.3% 164 20.12%
VFIC
4540
Valley Forge Investment Consultants
Pennsylvania
$388M +$54.7M +16% 13.4% 61.9% 90 12.22%
KFP
4541
Keystone Financial Planning
Ohio
$388M +$13.6M +4% 2.16% 34.1% 42 11.9%
MJP
4542
Michael J. Puzo
$388M +$44.5M +13% 27.1% 90.3% 71 12.68%
TB
4543
Terril Brothers
Missouri
$388M +$22M +6% 5.52% 94.4% 77 10.39%
POEH
4544
Post Oak Energy Holdings
Texas
$388M -$61.3M -14% 13.6% 64.6% 1 0%
CU
4545
CDAM (UK)
United Kingdom
$387M -$63.5M -14% 13% 7.89% 12 8.33%
SC
4546
Stolper & Co
Oklahoma
$387M +$34.8M +10% 8.91% 70.5% 98 13.27%
OPW
4547
Osprey Private Wealth
New York
$387M +$41.9M +12% 8.65% 88 12.5%
SC
4548
Slotnik Capital
Texas
$387M +$45.1M +13% 15.7% 43 72.09%
LAM
4549
LOM Asset Management
$387M +$39.1M +11% 24.2% 292 9.59%
DF
4550
Donoghue Forlines
Massachusetts
$387M +$25.3M +7% 42.1% 199% 164 58.54%