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
BOC
5101
Barbara Oil Co
Illinois
$254M +$8.16M +3% 5.72% 76.9% 76 3.95%
IGM
5102
Incline Global Management
New York
$254M +$92.1M +57% 26.6% 40.1% 29 24.14%
CFA
5103
Camarda Financial Advisors
Florida
$254M +$32.6M +15% 14% 196% 121 34.71%
VCM
5104
Verger Capital Management
North Carolina
$254M +$26.8M +12% 6.55% 53.1% 14 0%
SP
5105
Sherman Porfolios
Idaho
$254M 12.9% 57
DFG
5106
Dupree Financial Group
Kentucky
$254M +$7.59M +3% 3.32% 82 30.49%
BFP
5107
Briaud Financial Planning
Texas
$254M +$1.91M +0.8% 8% 93.1% 372 45.97%
AL4A
5108
Accel Leaders 4 Associates
California
$253M +$157M +162% 162% 1 0%
SWMG
5109
Signature Wealth Management Group
Georgia
$253M -$3.17M -1% 2.72% 123 13.82%
SM
5110
STF Management
Texas
$253M +$45.1M +22% 21.2% 208% 102 1.96%
WS
5111
Wela Strategies
Georgia
$253M +$16.5M +7% 5.38% 51.3% 53 1.89%
3C
5112
325 Capital
New York
$253M +$11.9M +5% 22.5% 226% 11 0%
LIM
5113
Letson Investment Management
Georgia
$253M +$5.25M +2% 3.99% 95 9.47%
EWP
5114
Elevation Wealth Partners
California
$253M +$21.9M +9% 8.23% 63.7% 504 4.96%
IIA
5115
ICW Investment Advisors
Arizona
$253M +$7.73M +3% 4% 50.1% 142 2.82%
AWS
5116
Arkfeld Wealth Strategies
Nebraska
$253M +$22.4M +10% 7.23% 83.9% 110 14.55%
RIA
5117
Realta Investment Advisors
Delaware
$253M +$33.6M +15% 18.9% 126% 347 20.75%
HAG
5118
HF Advisory Group
Maryland
$253M +$24.2M +11% 7.16% 64.2% 166 4.82%
FDS
5119
First Dallas Securities
Texas
$253M +$13.7M +6% 13.3% 163% 129 17.83%
S
5120
Sachetta
Massachusetts
$253M +$8.88M +4% 8.94% 1,207 16.65%
WCM
5121
Weik Capital Management
Pennsylvania
$253M +$6.99M +3% 5.69% 66.9% 93 4.3%
DAM
5122
Deepwater Asset Management
Minnesota
$253M +$16.3M +7% 24.6% 142% 22 13.64%
CLA
5123
Carnegie Lake Advisors
New Jersey
$253M +$6.19M +3% 4.82% 171 9.94%
MA
5124
MKT Advisors
California
$253M +$39.4M +18% 6.54% 49.2% 173 20.23%
RCS
5125
Retirement Capital Strategies
California
$252M -$3.75M -1% 6% 59% 86 36.05%