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
SI
5426
Sapience Investments
California
$202M +$6.43M +3% 7.61% 54.9% 94 18.09%
KF
5427
KKM Financial
Illinois
$202M -$8.77M -4% 6.45% 157 17.2%
VCM
5428
Verger Capital Management
North Carolina
$202M +$5.93M +3% 5.5% 53.1% 14 7.14%
NEPPG
5429
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 6.11% 59% 56 19.64%
BCFD
5430
Boit C.F. David
$202M +$9.92M +5% 7.02% 75.4% 130 3.08%
BFS
5431
Burrus Financial Services
Utah
$202M +$5.86M +3% 5.49% 30.2% 10 10%
PPWM
5432
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 6.27% 93.9% 167 10.18%
EA
5433
Ergawealth Advisors
Illinois
$202M +$18M +10% 6.69% 47.7% 65 12.31%
RWMG
5434
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 3.59% 74.1% 1,239 90.31%
CC
5435
Checkpoint Capital
California
$202M +$35.7M +22% 23.5% 19 31.58%
CRI
5436
Colonial River Investments
Virginia
$202M +$15.8M +8% 7.71% 144% 231 31.6%
RP
5437
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 11.3% 110% 219 21%
FH
5438
FWG Holdings
Florida
$201M +$2.14M +1% 4.74% 91.6% 108 9.26%
BRG
5439
Bay Rivers Group
Virginia
$201M +$8.89M +5% 5.69% 166% 85 7.06%
PHWM
5440
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 4.17% 104 9.62%
RPCONE
5441
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 7.78% 117% 232 9.05%
HCM
5442
Hutner Capital Management
Vermont
$201M +$18.5M +10% 10.6% 52.2% 45 2.22%
I2I
5443
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 4.96% 30.8% 91 7.69%
NAM
5444
NewGen Asset Management
Ontario, Canada
$201M -$29.3M -13% 10.8% 402% 41 58.54%
LWMI
5445
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 6.4% 42 2.38%
RTL
5446
Red Tortoise LLC
Georgia
$201M +$15.2M +8% 6.97% 43.7% 577 2.77%
TFCM
5447
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 9.23% 131% 94 13.83%
PWS
5448
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 5.93% 41 0%
FWA
5449
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 6.03% 63.8% 60 1.67%
PAG
5450
Powers Advisory Group
Illinois
$200M +$17.1M +9% 6.72% 44.1% 101 7.92%