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)
Castle Wealth Management
4851
Castle Wealth Management
Florida
$250M +$41.7M +20% 6% 53.6% 126 11.11% 1.7
Stableford Capital II
4852
Stableford Capital II
Arizona
$250M -$4.12M -2% 6.24% 66.9% 141 12.77% 1.2
Libra Wealth
4853
Libra Wealth
California
$250M +$19.3M +8% 5.66% 58.2% 58 10.34% 1.9
FSA Wealth Management
4854
FSA Wealth Management
Massachusetts
$250M – – 7.06% – 561 – 0.9
DA
4855
DCF Advisers
Connecticut
$250M +$56M +29% 5.2% 372% 108 24.07% 1.9
PWM
4856
Prosperity Wealth Management
California
$250M +$46.6M +23% 4.53% 175% 233 43.35% 0.7
Dupree Financial Group
4857
Dupree Financial Group
Kentucky
$250M +$29.8M +14% 8.97% 75.8% 74 14.86% 0.5
Wealth Management Resources
4858
Wealth Management Resources
Rhode Island
$250M +$16.7M +7% 5.82% 37.7% 34 11.76% 2
Kaye Capital Management
4859
Kaye Capital Management
California
$249M +$12M +5% 5.08% – 41 14.63% 1.3
CGC Financial Services
4860
CGC Financial Services
Oregon
$249M +$19M +8% 6.86% 46% 359 4.46% 1.1
Newton One Investments
4861
Newton One Investments
Delaware
$249M +$17.4M +8% 5.8% 42% 116 63.79% 3.4
SWMG
4862
Signature Wealth Management Group
Georgia
$249M +$21M +9% 7.95% – 105 5.71% 3.3
Planned Solutions
4863
Planned Solutions
California
$249M +$42.5M +21% 6.1% 68.3% 661 83.36% 0.4
EAM
4864
Eukles Asset Management
Ohio
$249M +$18M +8% 9.64% 77.2% 241 2.49% 3.9
Aikya Investment Management
4865
Aikya Investment Management
United Kingdom
$249M -$97.4M -28% 1.38% – 3 0% 0.8
EE
4866
EWG Elevate
California
$249M -$24.7M -9% 5.54% 76% 145 30.34% 1.9
Malaga Cove Capital
4867
Malaga Cove Capital
California
$249M +$2.39M +1% 4.82% 97.3% 199 22.61% 2.4
Slocum, Gordon & Co
4868
Slocum, Gordon & Co
Rhode Island
$249M +$114M +85% 12.2% 65.3% 152 13.82% 1.4
EFM
4869
Eley Financial Management
Vermont
$248M +$12.5M +5% 5.76% 69.7% 70 7.14% 1.5
TSA Wealth Management
4870
TSA Wealth Management
Texas
$248M +$13.5M +6% 5.23% 62.4% 68 11.76% 0.6
Addison Capital
4871
Addison Capital
Pennsylvania
$248M +$17.4M +8% 6.65% 59.7% 147 9.52% 4.1
Beacon Wealthcare LLC
4872
Beacon Wealthcare LLC
North Carolina
$248M +$18.5M +8% 5.29% 47% 27 29.63% 1.6
Weik Capital Management
4873
Weik Capital Management
Pennsylvania
$248M +$13.9M +6% 8.48% 66.9% 96 6.25% 7.5
Texas Capital Bancshares
4874
Texas Capital Bancshares
Texas
$248M +$3.99M +2% 4.48% 175% 78 7.69% 3.9
Vigilare Wealth Management
4875
Vigilare Wealth Management
Arizona
$247M +$21.1M +9% 5.05% 59.5% 97 13.4% 2.8