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
PWS
5101
Precision Wealth Strategies
Missouri
$168M +$29.7M +21% 4.09% 54.2% 183 34.97%
HSWM
5102
Hubbell Strickland Wealth Management
Louisiana
$168M -$12.3M -7% 3.64% 49.2% 68 8.82%
SAM
5103
Seelaus Asset Management
New Jersey
$168M -$15.9M -9% 0.9% 122% 310 24.19%
SCM
5104
Susquehanna Capital Management
Pennsylvania
$168M -$105M -38% 36.7% 16.1% 2 0%
CWA
5105
Capital Wealth Alliance
Arizona
$168M -$3.31M -2% 1.3% 119% 157 23.57%
MWM
5106
MBE Wealth Management
Wisconsin
$168M -$26.5M -14% 4.93% 60.9% 74 18.92%
SC
5107
Steph & Co
Wisconsin
$168M -$4.92M -3% 4.43% 56.8% 314 10.83%
WLPWM
5108
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 2.3% 51.7% 102 16.67%
ICM
5109
Intrepid Capital Management
Florida
$168M -$28.5M -15% 3.4% 60% 67 7.46%
HFA
5110
HC Financial Advisors
California
$168M -$12M -7% 4.82% 31.2% 346 11.27%
WWP
5111
WR Wealth Planners
Missouri
$168M 2.7% 22.1% 518
LFPWM
5112
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 5.91% 46.3% 24 20.83%
FWA
5113
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 2.49% 63.8% 44 6.82%
CSA
5114
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 5.44% 91.4% 109 6.42%
GCM
5115
GoodHaven Capital Management
New Jersey
$168M -$3.54M -2% 0.38% 87.7% 29 6.9%
AC
5116
Almitas Capital
California
$168M 2.93% 85.9% 85
GPFA
5117
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 6.25% 120 20%
PE
5118
Platinum Equity
California
$167M 0.63% 56.5% 6
NEPPG
5119
New England Professional Planning Group
Rhode Island
$167M +$3.17M +2% 5.15% 47.1% 50 14%
KC
5120
Kinloch Capital
Virginia
$167M +$5.67M +4% 2.9% 48.9% 71 14.08%
ARAM
5121
Ardmore Road Asset Management
New York
$167M -$22.6M -12% 15.9% 212% 34 70.59%
HI
5122
Harrington Investments
California
$167M -$18.9M -10% 6.92% 92.5% 85 5.88%
HIS
5123
Harvest Investment Services
Illinois
$167M -$70.3M -30% 1.12% 223% 286 50.35%
SWA
5124
ShankerValleau Wealth Advisors
Illinois
$167M -$7.19M -4% 4.11% 56.3% 18 5.56%
SFG
5125
Sowa Financial Group
Rhode Island
$167M -$4M -2% 1.47% 77.7% 73 10.96%