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)
Forum Private Client Group
5151
Forum Private Client Group
Indiana
$210M +$3.64M +2% 0.9% 47.9% 76 7.89% 0.5
Hahn Capital Management
5152
Hahn Capital Management
California
$210M +$43.1M +26% 3.82% 53.6% 32 3.13% 6.6
CM Wealth Advisors
5153
CM Wealth Advisors
Ohio
$210M -$140M -40% 2.09% 64.7% 188 62.77% 1.3
SI
5154
Saxon Interests
Texas
$210M +$463K +0.2% 2.45% 73% 197 13.71% 0.6
MWM
5155
MTC Wealth Management
Florida
$210M -$7.52M -3% 0.28% 30.5% 14 7.14% 2.5
Castellan Group
5156
Castellan Group
Kentucky
$210M +$14.7M +8% 6.9% 184% 69 28.99% 1.6
Taylor Frigon Capital Management
5157
Taylor Frigon Capital Management
Arizona
$210M +$135K +0.1% 1.47% 152% 87 2.3% 4.5
NAH
5158
Neumann Advisory (HK)
Hong Kong
$210M +$6.3M +3% 7.39% 77.3% 15 6.67% 4.3
AAG
5159
Avalon Advisory Group
Pennsylvania
$210M +$3.43M +2% 1.43% 46% 15 13.33% 2.2
HCM
5160
Hall Capital Management
Rhode Island
$210M +$7.15M +4% 2.06% – 100 4% 6.1
Exeter Financial
5161
Exeter Financial
Arizona
$210M -$7.27M -3% 0.09% 59.1% 94 10.64% 4.9
Sharper & Granite
5162
Sharper & Granite
California
$210M +$2.66M +1% 0.5% 47.1% 100 5% 1.4
Bain Capital Venture Investors
5163
Bain Capital Venture Investors
Massachusetts
$210M +$79M +61% 5.99% 34.2% 4 25% 1.4
BIA
5164
Bigelow Investment Advisors
Maine
$209M +$6.04M +3% 2.39% 75.7% 156 4.49% 3.9
Grand Alliance Asset Management
5165
Grand Alliance Asset Management
Hong Kong
$209M +$33.7M +19% 18.5% – 13 15.38% 0.4
Power Wealth Management
5166
Power Wealth Management
Georgia
$209M +$49.9M +31% 0.66% – 107 19.63% 0.4
CCM
5167
Consolidated Capital Management
California
$209M +$409K +0.2% 6.86% 166% 46 17.39% 4
Eastover Investment Advisors
5168
Eastover Investment Advisors
North Carolina
$209M +$4.62M +2% 4.46% 105% 50 16% 2.4
Palmer Knight Company
5169
Palmer Knight Company
Florida
$209M +$3.7M +2% 0.38% 78.9% 35 5.71% 3.4
Horizon Advisory Services
5170
Horizon Advisory Services
New York
$209M -$5.8M -3% 2.28% – 46 2.17% 0.3
Forefront Analytics
5171
Forefront Analytics
Pennsylvania
$209M +$2.68M +1% 0.63% 50.9% 72 12.5% 3.9
Morris Financial Concepts
5172
Morris Financial Concepts
South Carolina
$209M +$13.4M +7% 1.17% 56.5% 169 7.1% 1.9
Castle Wealth Management
5173
Castle Wealth Management
Florida
$209M +$17.5M +9% 1.32% 53.6% 128 15.63% 1.5
Demars Financial Group
5174
Demars Financial Group
Washington
$209M +$5.65M +3% 3.05% 69.1% 73 15.07% 2.1
Retirement Guys Formula
5175
Retirement Guys Formula
Ohio
$209M +$3.56M +2% 2.21% 75.7% 132 12.88% 1.4