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
JWM
4851
Jessup Wealth Management
Ohio
$302M +$34M +13% 5.43% 116% 387 79.84%
CAM
4852
Costello Asset Management
Pennsylvania
$302M +$3.74M +1% 5.17% 65.9% 728 13.87%
WW
4853
Westshore Wealth
California
$302M +$9.57M +3% 3.7% 44.5% 113 18.58%
IRAG
4854
Investment Research & Advisory Group
Georgia
$302M +$7.04M +2% 3.79% 88.6% 287 16.72%
RL
4855
Rogco LP
Oklahoma
$302M +$17.3M +6% 2.16% 53.3% 209 9.57%
LCM
4856
Leisure Capital Management
California
$302M +$9.96M +3% 3.56% 98% 158 15.19%
TWM
4857
TSA Wealth Management
Texas
$302M +$8.07M +3% 2.01% 99 20.2%
ITB
4858
Idaho Trust Bank
Idaho
$302M +$4.91M +2% 0.85% 37.7% 112 9.82%
TC
4859
TFR Capital
Texas
$302M +$2.39M +0.8% 3.43% 171 10.53%
BCIM
4860
Bishop & Co Investment Management
Pennsylvania
$302M +$2.93M +1% 1.04% 47.6% 28 3.57%
CWM
4861
Castle Wealth Management
Florida
$302M +$5.65M +2% 1.89% 53.6% 132 3.03%
GL
4862
GHE LLC
Tennessee
$302M +$54.2M +22% 0.6% 188% 54 37.04%
BCH
4863
Berkshire Capital Holdings
California
$302M -$27.5M -8% 4.21% 1,364% 123 21.14%
S
4864
Sunpointe
Missouri
$302M +$24.6M +9% 3.55% 288 20.49%
BWS
4865
BCR Wealth Strategies
Alabama
$302M +$17.2M +6% 1.84% 42.2% 38 23.68%
BLAM
4866
Bourne Lent Asset Management
New York
$301M +$20M +7% 10.1% 76.1% 65 6.15%
LFA
4867
LifeGuide Financial Advisors
Pennsylvania
$301M +$29.8M +11% 0.29% 31% 52 17.31%
PIP
4868
Peachtree Investment Partners
Florida
$301M +$12.9M +4% 4.86% 82.6% 136 12.5%
SA
4869
Sonoma Allocations
California
$301M +$26.3M +10% 3.02% 154 27.92%
RWPA
4870
Richard W. Paul & Associates
Michigan
$301M +$8.24M +3% 1.76% 55.4% 330 15.15%
A
4871
Alongside
Texas
$301M 1.3% 83
DFA
4872
DHJJ Financial Advisors
Illinois
$301M +$6.25M +2% 2.04% 56.7% 1,046 4.78%
HCP
4873
Hamilton Capital Partners
Georgia
$301M +$40.5M +16% 1.68% 36 41.67%
BBWP
4874
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 1.55% 39.8% 101 16.83%
CI
4875
Cooper Investors
Australia
$301M -$65.3M -18% 5.08% 49.8% 49 34.69%