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 Avg Holding
Period (Yrs)
CWM
4651
Cedar Wealth Management
California
$295M +$14.2M +5% 8.73% 68.1% 237 21.1% 3.7
Pure Portfolios Holdings
4652
Pure Portfolios Holdings
Oregon
$295M +$23.1M +8% 7.51% – 107 12.15% 0.7
Colton Groome Financial Advisors
4653
Colton Groome Financial Advisors
North Carolina
$295M +$37.4M +15% 8.73% 65.8% 144 20.83% 2.3
Centerpoint Advisors
4654
Centerpoint Advisors
Massachusetts
$295M +$24.2M +9% 9.53% 74.2% 448 16.52% 3.6
SC
4655
Schiavi & Co
Delaware
$295M +$22.2M +8% 7.8% 41.4% 41 7.32% 2.1
Long Path Partners
4656
Long Path Partners
Connecticut
$295M +$35.9M +14% 3.15% 9.18% 10 40% 2.3
Straight Path Wealth Management
4657
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 10.3% 70.4% 121 13.22% 1.5
Defender Capital
4658
Defender Capital
North Carolina
$295M +$40.9M +16% 20.2% 101% 42 23.81% 2.9
Whitegate Investment Counselors
4659
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 5.15% 48% 70 8.57% 6.4
WOCP
4660
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 8.65% – 17 17.65% 0.4
Yakira Capital Management
4661
Yakira Capital Management
Connecticut
$294M +$31.1M +12% 6.64% 74.1% 267 49.06% 0.9
Goodman Advisory Group
4662
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 13.3% 88.8% 209 43.54% 0.7
Hayek Kallen Investment Management
4663
Hayek Kallen Investment Management
Alabama
$294M +$22.5M +8% 8.35% 71.9% 98 10.2% 6.2
B&I Capital
4664
B&I Capital
Switzerland
$294M -$13.6M -4% 2.05% 30.5% 32 9.38% 2
Keystone Financial Services (Colorado)
4665
Keystone Financial Services (Colorado)
Colorado
$294M +$31.6M +12% 9.6% 66% 121 21.49% 1.9
Sivia Capital Partners
4666
Sivia Capital Partners
California
$294M +$79.6M +37% 15.2% – 464 43.97% 0.6
CVA
4667
Central Valley Advisors
California
$294M +$29.8M +11% 7.27% 77.8% 143 20.98% 0.9
XY Planning Network
4668
XY Planning Network
Montana
$294M +$144M +96% 7.74% – 174 41.95% 0.3
First American Financial Corporation
4669
First American Financial Corporation
California
$294M +$24.4M +9% 9.95% – 3 0% 1.5
Aurdan Capital Management
4670
Aurdan Capital Management
Pennsylvania
$294M +$28.1M +11% 6.7% – 92 13.04% 0.4
Sterling Wealth Management
4671
Sterling Wealth Management
Illinois
$293M – – 6.63% – 110 – 1.3
Acima Private Wealth
4672
Acima Private Wealth
Virginia
$293M +$14.8M +5% 6.92% 51.1% 187 7.49% 5.4
Sea Cliff Partners Management
4673
Sea Cliff Partners Management
California
$293M +$15M +5% 8.84% – 18 33.33% 0.6
Arch Capital Group
4674
Arch Capital Group
Bermuda
$293M -$65.3M -18% 0.46% 3.08% 4 0% 2.8
Intergy Private Wealth
4675
Intergy Private Wealth
Colorado
$293M +$30.1M +11% 10.4% 73.8% 104 12.5% 2.1