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
CFCI
4551
Comprehensive Financial Consultants Institutional
Indiana
$274M +$18.7M +7% 6.97% 70.2% 172 11.63%
SG
4552
StepStone Group
California
$274M -$219M -44% 19.9% 92.1% 18 33.33%
TPCM
4553
Two Point Capital Management
New York
$274M +$25.5M +10% 11.9% 25 0%
WA
4554
WP Advisors
California
$274M -$39.5M -13% 7.84% 95.5% 109 12.84%
EFN
4555
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 6.07% 46.4% 88 21.59%
CSWM
4556
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 6.93% 21.8% 484 7.85%
SL
4557
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1.55% 63.6% 1 0%
UB
4558
Umpqua Bank
Oregon
$273M +$14.9M +6% 5.88% 158 8.86%
SFG
4559
Snider Financial Group
Washington
$273M +$14.2M +5% 5.07% 73.7% 63 6.35%
GSCM
4560
Greenfield Seitz Capital Management
Texas
$273M +$3.08M +1% 2.01% 103 5.83%
TWP
4561
Tempus Wealth Planning
California
$273M +$33.6M +14% 6.79% 89.9% 229 13.97%
MHP
4562
Manatuck Hill Partners
Connecticut
$273M +$32.9M +14% 16.3% 424% 153 50.98%
QWM
4563
Quaker Wealth Management
New Jersey
$273M 4.9% 64
ATFA
4564
All Terrain Financial Advisors
Minnesota
$273M +$20.6M +8% 8.75% 52.8% 97 17.53%
NCFG
4565
New Century Financial Group
New Jersey
$273M +$37.4M +16% 5.51% 343 28.86%
KFS
4566
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 5.34% 58.4% 793 86.25%
SA
4567
SAM Advisors
California
$272M -$3.85M -1% 5.75% 47.9% 47 36.17%
MCM
4568
Moerus Capital Management
New York
$272M -$4.68M -2% 11.1% 248% 18 5.56%
LWMM
4569
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 6.03% 89.1% 97 26.8%
HAM
4570
Harmony Asset Management
Arizona
$272M +$33.4M +14% 5.33% 166 13.25%
LSA
4571
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 6.21% 124 19.35%
BAM
4572
BOS Asset Management
Illinois
$272M +$54.7M +25% 5.33% 67.8% 170 12.94%
SCI
4573
Silver Coast Investments
United States
$272M +$27.2M +11% 7.31% 102 13.73%
SAMT
4574
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 7.8% 60.9% 70 8.57%
BWM
4575
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 6.45% 193% 114 31.58%