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
HRC
5451
Hoertkorn Richard Charles
$257M -$1.17M -0.5% 2.99% 172% 81 7.41%
VWM
5452
Vivid Wealth Management
Iowa
$257M +$5.71M +2% 1.28% 71 15.49%
PF
5453
Prosperitas Financial
California
$257M +$16.1M +7% 4.01% 107% 83 22.89%
EAM
5454
Eukles Asset Management
Ohio
$257M +$349K +0.1% 1.87% 77.2% 243 7%
SC
5455
Swan Capital
Florida
$257M +$10.5M +4% 0.56% 47.9% 560 20.89%
ORC
5456
O'Rourke & Company
Massachusetts
$257M +$17.8M +7% 3.02% 71.9% 172 5.81%
AFC
5457
Adaptive Financial Consulting
Ohio
$257M +$6.93M +3% 0.94% 33.4% 19 5.26%
TS
5458
TradeWell Securities
Indiana
$257M +$19M +8% 3.22% 48 12.5%
EML
5459
Eos Management LP
New York
$257M +$3.29M +1% 1.37% 152% 47 17.02%
RFA
5460
Register Financial Advisors
Georgia
$257M +$2.57M +1% 2.24% 126% 368 12.77%
UWS
5461
Unique Wealth Strategies
Illinois
$257M -$1.08M -0.4% 2.81% 274 45.99%
CCA
5462
Cora Capital Advisors
New Jersey
$257M +$21.6M +9% 2.74% 70.5% 137 16.79%
GGI
5463
GPM Growth Investors
Michigan
$257M -$3.35M -1% 1.55% 45 13.33%
MFP
5464
Meramec Financial Planners
Missouri
$257M 1.51% 518
EC
5465
EntryPoint Capital
New York
$256M -$1.88M -0.7% 2.17% 889 55.79%
TWM
5466
Trueblood Wealth Management
Ohio
$256M -$199K -0.1% 1.63% 266 9.77%
HCC
5467
Hatch Cove Capital
Illinois
$256M 20.8% 22
SIP
5468
Sellwood Investment Partners
Oregon
$256M +$4.87M +2% 1.32% 107 44.86%
NECFA
5469
New England Capital Financial Advisors
Connecticut
$256M +$20.7M +9% 1.5% 55.6% 443 9.93%
BIA
5470
Bigelow Investment Advisors
Maine
$256M +$7.95M +3% 3.29% 67.1% 154 6.49%
TWM
5471
TCFG Wealth Management
California
$256M +$1.5M +0.6% 4.9% 290 17.24%
WA
5472
Waterford Advisors
New York
$256M -$33.2M -11% 1.91% 50.5% 63 38.1%
GFA
5473
Grunden Financial Advisory
Texas
$256M +$9.97M +4% 1.93% 35 11.43%
AG
5474
ASO Group
$256M 6.25% 55
HIA
5475
HFM Investment Advisors
New Jersey
$256M +$9.32M +4% 2.07% 1,342 10.28%