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
CG
4951
Corundum Group
Colorado
$199M +$23.5M +13% 11.9% 65.8% 113 21.24%
BA
4952
Bridge Advisory
California
$199M -$85.7M -30% 7.33% 6.7% 157 39.49%
CSWM
4953
Cassady Schiller Wealth Management
Ohio
$199M +$18.9M +10% 10.3% 21.8% 465 9.25%
TFCM
4954
Taylor Frigon Capital Management
Arizona
$199M +$19.3M +11% 20.3% 131% 90 5.56%
AWM
4955
Accel Wealth Management
Iowa
$199M +$19.6M +11% 8.76% 77.4% 200 18.5%
WAOTB
4956
Wealth Advisors of Tampa Bay
Florida
$199M -$164M -45% 13.2% 73.5% 103 27.18%
MWM
4957
MGB Wealth Management
Texas
$199M 11% 258
FIC
4958
Family Investment Center
Missouri
$199M +$33.3M +20% 9.01% 37% 73 30.14%
WCA
4959
Whetstone Capital Advisors
Kansas
$199M +$18.1M +10% 20.1% 201% 38 28.95%
OIA
4960
Optimum Investment Advisors
Illinois
$199M +$3.51M +2% 11.2% 125% 742 16.44%
HS
4961
Horan Securities
United States
$199M +$10.9M +6% 11% 50.1% 113 17.7%
TW
4962
Traveka Wealth
California
$199M 9.29% 124
SWM
4963
Selective Wealth Management
Virginia
$199M +$16.5M +9% 11.9% 62.6% 94 13.83%
EP
4964
Essential Planning
New Hampshire
$198M +$17.6M +10% 7.68% 32.7% 67 14.93%
FFAM
4965
Forge First Asset Management
Canada
$198M +$13.4M +7% 11.9% 112% 54 66.67%
WFG
4966
Wills Financial Group
Virginia
$198M +$13.2M +7% 10.4% 51.7% 66 16.67%
SIC
4967
Samalin Investment Counsel
New York
$198M +$23.8M +14% 8.71% 62.8% 284 13.73%
FCMI
4968
Foresite Capital Management IV
California
$198M +$17.8M +10% 42.8% 149% 7 28.57%
JCM
4969
Jacobsen Capital Management
Utah
$198M +$13.5M +7% 11.9% 86.7% 86 18.6%
SC
4970
Saiph Capital
New Jersey
$198M +$14.8M +8% 9.24% 52.4% 47 27.66%
BSA
4971
Bull Street Advisors
Georgia
$198M +$8.59M +5% 7.16% 41.9% 92 5.43%
IAMOG
4972
Investors Asset Management of Georgia
Georgia
$197M +$16.1M +9% 13.4% 113% 172 12.79%
AFA
4973
Alpha Financial Advisors
North Carolina
$197M +$39.4M +25% 10.2% 30.8% 49 34.69%
EFA
4974
Evernest Financial Advisors
Indiana
$197M 9.96% 122
CWA
4975
Consilio Wealth Advisors
Washington
$197M +$25.1M +15% 12% 53.3% 60 28.33%