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
DP
5301
Divergent Planning
Maryland
$156M +$19.6M +14% 5.5% 43.3% 22 22.73%
KA
5302
Kozak & Associates
Colorado
$156M $0 0% 5.9% 97.4% 388 0.52%
RWA
5303
Rainsberger Wealth Advisors
Colorado
$156M -$14.1M -8% 1.89% 68 10.29%
6F
5304
626 Financial
Michigan
$156M -$7.21M -4% 2.91% 71.3% 113 8.85%
LFWA
5305
LBJ Family Wealth Advisors
Texas
$156M -$15.9M -9% 5.52% 59% 23 0%
FC
5306
Foundation Capital
California
$156M -$104M -40% 49% 5 20%
RHP
5307
Royal Harbor Partners
Texas
$156M -$1.54M -1% 0.79% 49.5% 83 10.84%
CCM
5308
Conway Capital Management
California
$156M -$14.2M -8% 5.94% 154% 72 31.94%
FCMT
5309
Founders Capital Management (Texas)
Texas
$156M $0 0% 2.75% 118% 317 0%
MVP
5310
Medina Value Partners
California
$156M +$15.5M +11% 0.32% 78.1% 24 41.67%
BTIM
5311
BancFirst Trust & Investment Management
Oklahoma
$156M +$26.4M +20% 15.2% 44.9% 58 37.93%
MCAI
5312
Members Capital Advisors Inc
Wisconsin
$156M -$39.1M -20% 1.39% 22.2% 70 5.71%
BAM
5313
Boyar Asset Management
New York
$156M -$10.3M -6% 7.28% 58.4% 86 1.16%
VCM
5314
Vetamer Capital Management
California
$156M -$52.5M -25% 12.3% 49 38.78%
HCM
5315
Highview Capital Management
Illinois
$156M +$1.38M +0.9% 3.41% 89.5% 125 32%
PWM
5316
Palumbo Wealth Management
New York
$156M -$4.12M -3% 0.17% 80.7% 97 19.59%
PWA
5317
Providence Wealth Advisors
Illinois
$156M -$3.6M -2% 2.27% 98.7% 102 6.86%
AWM
5318
Activest Wealth Management
Florida
$155M -$6.29M -4% 5.32% 105% 390 21.03%
ADMI
5319
Albert D. Mason Inc
Massachusetts
$155M -$12.3M -7% 0.67% 82% 165 15.76%
NAG
5320
Northstar Advisory Group
New Jersey
$155M -$13.4M -8% 2.82% 141% 117 30.77%
AA
5321
ACT Advisors
North Carolina
$155M +$19.2M +14% 5.06% 69.8% 37 40.54%
WC
5322
Westhampton Capital
North Carolina
$155M -$8.17M -5% 3.18% 95.6% 120 9.17%
BCM
5323
Beaumont Capital Management
Massachusetts
$155M -$17.9M -10% 3.14% 40.9% 52 40.38%
MAG
5324
Members Advisory Group
New York
$155M +$3.67M +2% 3.5% 70.6% 27 44.44%
CFN
5325
Cordasco Financial Network
Florida
$155M -$5.03M -3% 2.57% 31.1% 612 16.01%