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
LFPWM
4601
Leicht Financial Planning & Wealth Management
New Jersey
$102M +$5.09M +5% 1.39% 46.3% 48 12.5%
KSCM
4602
Kamunting Street Capital Management
Florida
$102M +$19.1M +23% 0.68% 7.47% 64 65.63%
XWM
4603
Xcel Wealth Management
Florida
$102M +$5.06M +5% 3.54% 93.7% 82 12.2%
LAM
4604
Lingohr Asset Management
Germany
$102M +$5.18M +5% 0.61% 141% 146 48.63%
VWA
4605
VERITY Wealth Advisors
United States
$102M +$3.81M +4% 2.87% 59.9% 50 2%
GIC
4606
Gantzert Investment Company
Illinois
$101M +$2.67M +3% 2.34% 68 4.41%
IWA
4607
Independence Wealth Advisors
Virginia
$101M +$8.69M +9% 1.95% 34.1% 25 16%
TWM
4608
Titus Wealth Management
California
$101M -$12.1M -11% 3.04% 26.6% 106 19.81%
PMAM
4609
Penn Mutual Asset Management
Pennsylvania
$101M +$92.7M +1,062% 2.54% 28.7% 23 13.04%
FP
4610
FFL Partners
California
$101M +$9.35M +10% 10.2% 36.1% 1 0%
GB
4611
Gunma Bank
Japan
$101M +$1.88M +2% 1.93% 24.5% 9 0%
DAM
4612
Diamant Asset Management
Connecticut
$101M +$1.51M +2% 5.35% 66.9% 79 11.39%
CHA
4613
Carmichael Hill & Associates
Maryland
$101M +$4.23M +4% 3.48% 39.7% 112 5.36%
NC
4614
Naman Capital
Brazil
$101M +$21.2M +27% 2.83% 89.9% 18 27.78%
CMBA
4615
C.M. Bidwell & Associates
Hawaii
$100M +$194K +0.2% 5.8% 70.6% 483 39.34%
WMA
4616
Wealth Management Associates
New Jersey
$100M +$8.66M +9% 2.82% 111% 103 12.62%
HFP
4617
Holistic Financial Partners
Indiana
$100M -$137M -58% 2.27% 95.7% 168 54.76%
JCM
4618
Jacobsen Capital Management
Utah
$100M 3.87% 86.7% 61
CWM
4619
Capital Wealth Management
Rhode Island
$100M +$212K +0.2% 2.42% 46.7% 38 15.79%
HFA
4620
HC Financial Advisors
California
$100M +$4.86M +5% 4.33% 31.2% 45 2.22%
VBFG
4621
Vishria Bird Financial Group
Tennessee
$100M +$1.3M +1% 2.47% 74.3% 53 9.43%
MTB
4622
Mizuho Trust & Banking
Japan
$100M +$19.5M +24% 4.62% 36.1% 9 100%
SCP
4623
Stamos Capital Partners
California
$100M +$21.9M +28% 2.52% 36.7% 89 55.06%
GPA
4624
Garrison Point Advisors
California
$99.7M +$3.76M +4% 3.69% 81.5% 133 6.02%
SV
4625
Sturgeon Ventures
United Kingdom
$99.5M +$4.83M +5% 5.76% 85.9% 31 25.81%