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
SCM
5301
Segra Capital Management
Florida
$247M -$115M -32% 48.3% 116% 12 75%
JSP
5302
Jackson Square Partners
California
$247M -$23.1M -9% 9.91% 102% 58 25.86%
QFPS
5303
Quantum Financial Planning Services
Washington
$247M +$34.8M +16% 5.3% 52 17.31%
CWM
5304
Collaborative Wealth Management
Florida
$247M +$18M +8% 5.79% 35.8% 201 11.94%
1CM
5305
1492 Capital Management
Wisconsin
$247M +$30.1M +14% 11.8% 187% 126 20.63%
BWA
5306
BCU Wealth Advisors
Illinois
$247M +$24.5M +11% 6.27% 61 8.2%
TAM
5307
Tealwood Asset Management
Minnesota
$247M +$22.4M +10% 8.01% 121% 136 9.56%
CCP
5308
Caden Capital Partners
California
$247M -$54.1M -18% 5.85% 8.24% 12 16.67%
AAG
5309
Avalon Advisory Group
Pennsylvania
$247M +$13.9M +6% 5.55% 41.4% 18 11.11%
EPW
5310
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 6.26% 299 23.75%
SC
5311
Swan Capital
Florida
$247M +$16.4M +7% 5.47% 558 26.34%
AB
5312
ANB Bank
Colorado
$247M +$23.9M +11% 7.08% 137 18.98%
HIA
5313
HFM Investment Advisors
New Jersey
$246M +$19M +8% 5.64% 1,323 6.95%
AA
5314
AF Advisors
California
$246M -$43.7M -15% 14.2% 76.5% 30 6.67%
WFS
5315
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 4.5% 42.4% 49 4.08%
MAWCM
5316
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 10.2% 92% 78 6.41%
MCM
5317
Moerus Capital Management
New York
$246M +$11.7M +5% 11.8% 248% 14 7.14%
GFA
5318
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 4.93% 32 6.25%
MWA
5319
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 4.39% 37.4% 74 12.16%
TWA
5320
Trellis Wealth Advisors
California
$246M +$16M +7% 6.65% 57.2% 38 2.63%
KIC
5321
Kensington Investment Counsel
California
$246M +$12.3M +5% 4.8% 61.6% 108 10.19%
RFG
5322
RFP Financial Group
Georgia
$246M +$3.34M +1% 6.53% 44.1% 112 25.89%
PWM
5323
Parkshore Wealth Management
California
$245M +$40.8M +20% 7.71% 70 11.43%
RSC
5324
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 7.88% 93.3% 93 4.3%
GBI
5325
GP Brinson Investments
Illinois
$245M +$10.7M +5% 4.67% 45.5% 16 0%