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
KSWA
4876
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 8.47% 66% 298 26.51%
PP
4877
Pacifica Partners
Canada
$242M +$9.2M +4% 5.14% 123% 552 12.86%
OGM
4878
OnyxPoint Global Management
New York
$242M -$157M -39% 4.23% 206% 23 47.83%
WSWA
4879
Warren Street Wealth Advisors
California
$242M +$40.8M +20% 5.48% 75.7% 109 11.93%
SL
4880
SWMG LLC
Texas
$242M +$17.5M +8% 5.74% 61.3% 130 35.38%
CJH
4881
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 6.87% 188 33.51%
BO
4882
Bank OZK
Arkansas
$242M +$11.1M +5% 6.65% 81.7% 153 5.88%
MWM
4883
Mindset Wealth Management
Indiana
$242M 4.02% 128
BFS
4884
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 5.78% 228 17.54%
HFRG
4885
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 5.33% 42.4% 107 42.06%
LWM
4886
Long Walk Management
Connecticut
$242M +$29.9M +14% 14.9% 261% 12 41.67%
PAWA
4887
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 0.7% 108% 52 23.08%
AIA
4888
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 6.15% 43.8% 162 7.41%
TDWM
4889
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 6.22% 33.2% 78 2.56%
TPW
4890
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 6.71% 53.5% 59 20.34%
MFG
4891
Monte Financial Group
Connecticut
$241M +$14.7M +6% 8.47% 55% 85 7.06%
VU
4892
Valence8 US
Massachusetts
$241M +$49.2M +26% 6.13% 53.9% 62 85.48%
LWM
4893
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 5.7% 36 11.11%
LHCM
4894
Lloyd Harbor Capital Management
New York
$241M +$77.7M +48% 6.66% 206% 32 75%
ZIG
4895
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 6.34% 97.2% 155 5.81%
SWM
4896
Selective Wealth Management
Virginia
$241M +$13.7M +6% 6.89% 62.6% 107 5.61%
LAM
4897
Lountzis Asset Management
Pennsylvania
$241M +$26.6M +12% 9.97% 144% 49 6.12%
MPAM
4898
Murphy Pohlad Asset Management
Minnesota
$241M +$8.76M +4% 6.53% 75.1% 121 6.61%
GGI
4899
GPM Growth Investors
Michigan
$240M +$5.13M +2% 5.11% 46 8.7%
CFGA
4900
Cambridge Financial Group (Arizona)
Arizona
$240M +$21.4M +10% 6.93% 133 6.77%