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
CB
5476
CNB Bank
Pennsylvania
$238M -$6.68M -3% 0.77% 79.1% 533 6.94%
VAF
5477
Values Added Financial
District of Columbia
$238M +$789K +0.3% 1.18% 58.3% 144 13.19%
VF
5478
Vawter Financial
Ohio
$238M +$780K +0.3% 0.48% 48% 128 12.5%
HWM
5479
Howard Wealth Management
Connecticut
$238M +$8.57M +4% 2.29% 60.3% 146 10.96%
MFA
5480
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 0.94% 61% 124 8.06%
EA
5481
Evolution Advisers
Virginia
$237M +$6.32M +3% 0.91% 33% 174 11.49%
TS
5482
TradeWell Securities
Indiana
$237M -$19.7M -8% 5.17% 53 20.75%
FL
5483
FreeGulliver LLC
Louisiana
$237M -$34.5M -13% 3.15% 136 37.5%
OPOWM
5484
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 5.52% 69.2% 107 22.43%
AG
5485
ASO Group
$237M -$18.8M -7% 4.47% 57 5.26%
ICMM
5486
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 1.28% 64 14.06%
FCMI
5487
Foresite Capital Management IV
California
$237M +$7.37M +3% 0.68% 149% 8 12.5%
BCM
5488
Birmingham Capital Management
Alabama
$237M +$10.1M +4% 9.41% 77.6% 91 3.3%
BCA
5489
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 14.9% 44 29.55%
GFP
5490
Guardian Financial Partners
California
$237M -$264K -0.1% 0.01% 50.2% 72 9.72%
PVM
5491
Palogic Value Management
Texas
$237M -$3M -1% 6.07% 20.9% 200 33%
MAWAG
5492
Mid-American Wealth Advisory Group
Missouri
$237M $0 0% 1.27% 12.3% 55 0%
TCM
5493
Tekne Capital Management
New York
$237M -$43.5M -16% 13.3% 258% 5 60%
WW
5494
Windle Wealth
Oklahoma
$237M +$13.4M +6% 5.25% 70.5% 34 5.88%
NERM
5495
New England Research & Management
Illinois
$237M +$8.01M +4% 0.47% 56.4% 173 34.1%
BWM
5496
Boyd Wealth Management
California
$236M +$658K +0.3% 1.85% 51.1% 51 11.76%
KFS
5497
Kaizen Financial Strategies
California
$236M +$9.77M +4% 2.06% 90.5% 191 22.51%
SWM
5498
StoneCrest Wealth Management
Arizona
$236M -$11.4M -5% 2.95% 77 12.99%
JWWM
5499
Johnson & White Wealth Management
Pennsylvania
$236M +$6.57M +3% 1.97% 76.5% 113 7.96%
SWA
5500
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 0.77% 44.4% 100 10%