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
JF
4676
Joule Financial
Kentucky
$334M -$47.3K -0% 1.15% 55.5% 118 9.32%
PDIP
4677
Palo Duro Investment Partners
Illinois
$333M +$18.1M +6% 1.7% 62.8% 24 20.83%
DEA
4678
DoubleLine ETF Adviser
Florida
$333M +$1.62M +0.5% 0.5% 51.6% 196 38.27%
WPW
4679
Watershed Private Wealth
Illinois
$333M +$17M +5% 1.81% 71.4% 119 9.24%
AAM
4680
Arohi Asset Management
Singapore
$333M -$61.9M -16% 7.72% 7 57.14%
WIC
4681
WealthBridge Investment Counsel
Alberta, Canada
$333M +$8.89M +3% 3.81% 92.5% 47 12.77%
WIS
4682
Wright Investors Service
Connecticut
$333M -$12.3M -4% 5.37% 146% 159 15.72%
VWA
4683
VSM Wealth Advisory
Maryland
$333M +$11.4M +4% 1.94% 500 21.6%
UI
4684
Untitled Investments
New York
$333M -$37.5M -10% 3.19% 79.6% 19 15.79%
PCM
4685
Presidio Capital Management
California
$333M +$47.7M +17% 1.74% 56.1% 82 21.95%
SSI
4686
SVF Sponsor III
California
$333M -$157M -32% 10.4% 133% 1 0%
HWP
4687
Hibernia Wealth Partners
Louisiana
$332M +$176M +113% 1.62% 34.4% 110 57.27%
PIC
4688
Portland Investment Counsel
Ontario, Canada
$332M -$33.3M -9% 4.77% 108% 55 9.09%
CMP
4689
Courage Miller Partners
Virginia
$332M -$1.47M -0.4% 1.18% 40.3% 85 1.18%
PPH
4690
Pure Portfolios Holdings
Oregon
$332M +$12.2M +4% 2.56% 107 6.54%
EFN
4691
Equita Financial Network
Pennsylvania
$332M +$36M +12% 1.82% 46.4% 98 10.2%
SFP
4692
Sterling Financial Planning
New Jersey
$332M +$14.7M +5% 2.85% 55.5% 121 4.96%
AIM
4693
Aspen Investment Management
Michigan
$332M +$73M +28% 2.92% 84.9% 182 20.88%
HA
4694
Hamel Associates
New Jersey
$332M +$6.56M +2% 4.8% 50.6% 88 18.18%
OAP
4695
One Advisory Partners
Kansas
$332M +$5.34M +2% 0.6% 54.2% 74 12.16%
IPW
4696
Intergy Private Wealth
Colorado
$331M +$11.8M +4% 2.26% 67.6% 122 15.57%
CCMI
4697
Creative Capital Management Investments
California
$331M +$18.5M +6% 2.01% 50.7% 319 20.06%
AGC
4698
ARP Global Capital
$331M 3.48% 28
HGA
4699
Hobbs Group Advisors
South Carolina
$331M +$10.1M +3% 2.55% 180 21.67%
CFCI
4700
Comprehensive Financial Consultants Institutional
Indiana
$331M +$8.49M +3% 2.27% 70.2% 197 9.14%