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
BFS
5101
Burkett Financial Services
South Carolina
$320M +$27.8M +10% 11.4% 288 20.83%
WI
5102
WrapManager Inc
California
$320M +$31.7M +11% 13.7% 64.6% 160 21.88%
CLC
5103
Charles-Lim Capital
Hong Kong
$319M +$18.1M +6% 16.5% 4.44% 7 42.86%
TPW
5104
Tiller Private Wealth
Pennsylvania
$319M +$37.8M +13% 15% 53.5% 72 12.5%
SFS
5105
Shaker Financial Services
Virginia
$319M +$32.3M +11% 7.31% 13.1% 170 27.65%
BPFA
5106
Barnes Pettey Financial Advisors
Mississippi
$319M +$89.7M +39% 14.1% 79.7% 177 12.99%
CWA
5107
Centerline Wealth Advisors
Kentucky
$319M +$41.2M +15% 14.5% 82 14.63%
AFS
5108
Axiom Financial Strategies
Indiana
$319M +$35M +12% 12.8% 54.5% 35 11.43%
PAG
5109
Powers Advisory Group
Illinois
$319M +$35.5M +13% 8.3% 44.1% 133 8.27%
TTA
5110
Thor Trading Advisors
Pennsylvania
$319M +$77.3M +32% 16.2% 41 75.61%
SA
5111
Skyline Advisors
Washington
$319M +$32M +11% 10% 132 15.91%
BI
5112
Berkeley Inc
Idaho
$319M +$20.6M +7% 9% 40.9% 88 10.23%
SC
5113
Summa Corp
Texas
$319M +$76.7M +32% 58.9% 90 15.56%
AWMNH
5114
Arcadia Wealth Management (New Hampshire)
New Hampshire
$319M +$42.2M +15% 11.3% 50.2% 73 17.81%
BIA
5115
Beacon Investment Advisors
Maryland
$318M +$53.5M +20% 26.5% 96.4% 182 8.24%
CCM
5116
Chaney Capital Management
Washington
$318M +$34.4M +12% 14% 47 17.02%
SWP
5117
ShoreHaven Wealth Partners
New Jersey
$318M +$39.4M +14% 14.3% 63.8% 114 16.67%
SN
5118
Sittner & Nelson
Oregon
$318M +$44.3M +16% 15.2% 88.1% 650 18%
NC
5119
Nixon Capital
Texas
$318M +$25M +9% 19.9% 118% 27 40.74%
GCM
5120
GoodHaven Capital Management
New Jersey
$318M +$30.7M +11% 9.98% 80.7% 26 0%
CFGA
5121
Cambridge Financial Group (Arizona)
Arizona
$318M +$22.2M +8% 13.3% 177 17.51%
MWA
5122
Mills Wealth Advisors
Texas
$318M +$31.3M +11% 6.56% 37.4% 88 22.73%
BIG
5123
Boothe Investment Group
Delaware
$317M +$6.73M +2% 10.7% 59.8% 41 9.76%
GCA
5124
Genesee Capital Advisors
New York
$317M +$78.7M +33% 25.3% 101% 181 28.73%
TF
5125
Theory Financial
Colorado
$317M +$32.4M +11% 13.2% 54.5% 104 14.42%