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
CWM
5401
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5402
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5403
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5404
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5405
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5406
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197
SST
5407
S Squared Technology
New York
$195M -$45.3M -19% 39
AA
5408
AJ Advisors
Tennessee
$195M +$2.63M +1% 36
CFC
5409
Client First Capital
California
$195M +$652K +0.3% 22
SWP
5410
Significant Wealth Partners
Illinois
$195M +$1.97M +1% 94
CWA
5411
Continuum Wealth Advisors
New York
$195M -$2.67M -1% 65
FU
5412
Fairfield University
Connecticut
$195M +$8.01M +4% 3
RP
5413
Riverwater Partners
Wisconsin
$195M -$10.7M -5% 233
HBT
5414
Heartland Bank & Trust
Illinois
$195M +$10.7M +6% 188
CFGF
5415
Compass Financial Group (Florida)
Florida
$195M -$14.3M -7% 40
WA
5416
Win Advisors
Florida
$195M -$12M -6% 89
CastleKeep Investment Advisors
5417
CastleKeep Investment Advisors
Connecticut
$195M +$51.9M +36% 89
SV
5418
Stilwell Value
New York
$195M -$3.92M -2% 32
RP
5419
Raelipskie Partnership
Ontario, Canada
$195M -$6.75M -3% 128
DIM
5420
DC Investments Management
Virginia
$195M +$41.2M +27% 137
WCP
5421
Wealthcare Capital Partners
Pennsylvania
$194M +$2.52M +1% 134
NME
5422
Notis-McConarty Edward
$194M -$12.2M -6% 83
6F
5423
626 Financial
Michigan
$194M +$8.84M +5% 114
WW
5424
Windle Wealth
Oklahoma
$194M +$13.3M +7% 33
TRIA
5425
Trail Ridge Investment Advisors
Colorado
$194M -$16.3M -8% 109