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
PSF
4551
Pacific Sun Financial
California
$87.1M -$26.3M -23% 23.2% 51.6% 144 14.58%
SCM
4552
Spreng Capital Management
Ohio
$87M -$20.7M -19% 15.7% 72.5% 83 14.46%
TP
4553
Tranquility Partners
Tennessee
$86.9M -$23.9M -22% 19.3% 67.4% 173 35.84%
LF
4554
LifeSteps Financial
California
$86.9M -$19.1M -18% 13.6% 88% 95 22.11%
SG
4555
Somerset Group
Minnesota
$86.9M -$28M -24% 19.4% 68.2% 70 20%
BCM
4556
Birch Capital Management
Texas
$86.9M -$15.2M -15% 14.4% 46% 92 14.13%
CWM
4557
Chronos Wealth Management
Florida
$86.7M -$15.1M -15% 12.9% 86.4% 45 17.78%
MA
4558
Mangham Associates
Virginia
$86.7M -$30.3M -26% 19.6% 24.4% 5 40%
CM
4559
CoreCommodity Management
Connecticut
$86.6M -$92.7M -52% 35.6% 74.3% 184 25%
JC
4560
JCSD Capital
California
$86.5M -$47.5M -35% 23.8% 49 20.41%
CWA
4561
Carolina Wealth Advisors
South Carolina
$86.5M -$19.1M -18% 19.1% 57.5% 218 32.11%
RHP
4562
Royal Harbor Partners
Texas
$86.4M -$17.6M -17% 16.5% 44% 87 55.17%
BCM
4563
Brooktree Capital Management
Michigan
$86.3M -$22.7M -21% 21.3% 57.3% 117 25.64%
MAWCM
4564
Mine & Arao Wealth Creation & Management
California
$86.2M -$20.4M -19% 16.1% 92% 254 14.96%
DG
4565
DigitalBridge Group
Florida
$86.1M -$23.6M -22% 15.4% 112% 46 60.87%
MWA
4566
Moser Wealth Advisors
Washington
$86.1M -$18.1M -17% 14.3% 143 16.08%
GU
4567
Georgetown University
District of Columbia
$86.1M +$16.2M +23% 17.6% 73.1% 10 10%
WPEP
4568
Walnut Private Equity Partners
Nebraska
$85.9M -$60.1M -41% 31.8% 60.6% 23 8.7%
SCM
4569
Soleus Capital Management
Connecticut
$85.9M -$17.7M -17% 19.3% 436% 67 53.73%
SAM
4570
Scion Asset Management
California
$85.9M +$3.58M +4% 43.4% 1.91% 19 78.95%
PP
4571
Professional Planning
California
$85.8M -$29.6M -26% 15.5% 99.9% 39 17.95%
CS
4572
Capital Square
Tennessee
$85.8M -$19.1M -18% 26.7% 43.3% 315 62.86%
AMAL
4573
Asset Management Advisors LLC
Oklahoma
$85.7M -$41.6M -33% 28.2% 124% 22 13.64%
LW
4574
LLR Walnut
Pennsylvania
$85.6M -$21.1M -20% 19.4% 2 0%
KTM
4575
Keeler Thomas Management
Utah
$85.5M -$54.7M -39% 19.4% 43.4% 67 19.4%