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
JWS
4726
Juncture Wealth Strategies
Arizona
$239M +$6.24M +3% 1.13% 71.5% 124 21.77%
HIP
4727
Hengistbury Investment Partners
United Kingdom
$239M +$10.8M +5% 1.3% 91% 6 33.33%
WA
4728
Waterford Advisors
New York
$239M +$2.85M +1% 1.58% 40.5% 57 8.77%
SAS
4729
Stelac Advisory Services
New York
$238M +$25.5M +12% 2.87% 64.9% 114 14.04%
DFG
4730
Delta Financial Group
New Jersey
$238M -$101M -30% 11.1% 246 54.07%
WHAM
4731
Windmill Hill Asset Management
United Kingdom
$238M -$41M -15% 4.25% 86.6% 29 13.79%
YAL
4732
Your Advocates Ltd
Texas
$238M +$1.25M +0.5% 0.6% 42.5% 262 20.23%
DK
4733
David Kennon
Florida
$238M +$4.19M +2% 1.47% 46.9% 34 0%
3C
4734
325 Capital
New York
$238M +$21.5M +10% 15.7% 159% 13 7.69%
HLCM
4735
Hi-Line Capital Management
South Dakota
$238M -$43.7M -16% 4.26% 57.5% 40 20%
UC
4736
Unio Capital
New Jersey
$238M +$10.8M +5% 3.36% 85% 37 16.22%
VBFG
4737
Vishria Bird Financial Group
Tennessee
$238M +$4.4M +2% 3.77% 74.3% 64 3.13%
NG
4738
NWK Group
California
$238M +$24.6M +12% 11.5% 227% 65 15.38%
MADR
4739
Milestones Administradora de Recursos
Brazil
$238M +$51.7M +28% 6.31% 114% 30 46.67%
CWM
4740
Concentrum Wealth Management
California
$238M +$21.2M +10% 9.7% 145% 74 10.81%
KCM
4741
Kaye Capital Management
California
$238M +$8.21M +4% 2.42% 39 17.95%
HZ
4742
Hixon Zuercher
Ohio
$237M +$777K +0.3% 2.1% 87.5% 64 4.69%
SM
4743
STF Management
Texas
$237M +$6.66M +3% 9.68% 208% 102 1.96%
CCP
4744
Carmel Capital Partners
California
$237M -$4.74M -2% 1.95% 65.1% 171 12.28%
PCA
4745
Prospect Capital Advisors
California
$237M +$12.4M +5% 3.04% 136% 25 24%
OFP
4746
OLIO Financial Planning
Virginia
$237M -$551K -0.2% 0.45% 47.8% 52 0%
LI
4747
LHM Inc
Utah
$237M +$95.4M +67% 1.55% 16 6.25%
SHCM
4748
Silver Heights Capital Management
Ontario, Canada
$237M -$16.3M -6% 1.06% 6.93% 5 0%
RW
4749
Rockport Wealth
Ohio
$237M +$87.2M +58% 5.85% 69 18.84%
AJ
4750
Ashburton (Jersey)
Jersey
$237M 6.64% 39