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)
Grand Wealth Management
5026
Grand Wealth Management
Michigan
$161M -$29.5M -16% 9.17% 54.1% 65 20% 0.8
DGM
5027
Darwin Global Management
Jersey
$161M +$94.2M +142% 25.9% 2,582% 6 100% 0
Grandview Asset Management
5028
Grandview Asset Management
Pennsylvania
$161M +$3.46M +2% 7.57% 200% 121 3.31% 1.5
L2 Asset Management
5029
L2 Asset Management
Massachusetts
$161M +$15.3M +10% 13.3% 128% 138 18.84% 1
Heirloom Wealth Management
5030
Heirloom Wealth Management
Colorado
$161M – – 9.74% 81.8% 49 – 0.4
PCMK
5031
Paragon Capital Management (Kansas)
Kansas
$160M +$5.61M +4% 8.31% 87.5% 58 17.24% 5.8
Silverlake Wealth Management
5032
Silverlake Wealth Management
Vermont
$160M +$12.7M +9% 10.4% 73.3% 226 14.6% 0.8
Vance Wealth
5033
Vance Wealth
California
$160M +$30.2M +23% 8.75% 66.4% 81 28.4% 0.6
Bickling Financial Services
5034
Bickling Financial Services
Massachusetts
$160M +$11.8M +8% 8.02% – 124 10.48% 1.6
OCP
5035
OCO Capital Partners
New York
$160M +$18.1M +13% 20% 679% 4 0% 1.4
CNB Bank
5036
CNB Bank
Pennsylvania
$160M +$12.2M +8% 9.41% 91.6% 491 11.2% 3.2
Intergy Private Wealth
5037
Intergy Private Wealth
Colorado
$160M +$19M +13% 6.9% 73.8% 71 22.54% 0.7
Old West Investment Management
5038
Old West Investment Management
California
$160M +$18.7M +13% 8.68% 242% 43 6.98% 3.7
Davis Rea
5039
Davis Rea
Ontario, Canada
$160M +$4.13M +3% 3.02% 66.9% 45 20% 5.5
Financial Council
5040
Financial Council
Maryland
$160M +$73.1M +84% 6.66% 80% 73 24.66% 0.7
Marshall & Sullivan
5041
Marshall & Sullivan
Washington
$159M +$14.8M +10% 9.42% 82% 96 61.46% 2.5
Murphy Middleton Hinkle & Parker
5042
Murphy Middleton Hinkle & Parker
Georgia
$159M +$15.5M +11% 11.5% 66.8% 135 7.41% 4.2
Axiom Financial Strategies
5043
Axiom Financial Strategies
Indiana
$159M -$28.8M -15% 4.97% 54.5% 75 53.33% 2.2
Avalon Global Asset Management
5044
Avalon Global Asset Management
California
$159M -$59.5M -27% 1.91% 278% 35 40% 4.1
Addison Capital
5045
Addison Capital
Pennsylvania
$159M -$2.55M -2% 5.42% 59.7% 131 9.92% 4
St. Clair Advisors
5046
St. Clair Advisors
Ohio
$159M +$34M +27% 8.35% 77.5% 63 39.68% 1.1
ARIS
5047
Advanced Research Investment Solutions
California
$159M -$2.86M -2% 8.08% 13.1% 166 87.35% 1.5
Castle Wealth Management
5048
Castle Wealth Management
Florida
$159M -$5.83M -4% 7.79% 53.6% 730 84.79% 0.5
Donald L. Hagan LLC
5049
Donald L. Hagan LLC
Florida
$159M +$18M +13% 7.77% 47.9% 98 25.51% 2.6
Divergent Planning
5050
Divergent Planning
Maryland
$159M +$23.1M +17% 6.74% 43.3% 24 33.33% 1.4