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
CWG
5501
Crown Wealth Group
North Carolina
$193M -$53M -22% 4.12% 86.2% 128 27.34%
AFM
5502
Abbot Financial Management
Massachusetts
$193M -$8.11M -4% 3.85% 80.5% 129 5.43%
S
5503
Siemens
Germany
$193M -$438M -69% 69.5% 35.2% 1 0%
RIM
5504
Reliant Investment Management
Tennessee
$193M -$33.6M -15% 5.59% 122% 64 14.06%
BMC
5505
Beaton Management Company
Massachusetts
$193M -$5.7M -3% 1.36% 79.9% 143 9.79%
FWM
5506
Fortress Wealth Management
California
$193M -$13.6M -7% 1.69% 52.1% 80 25%
S
5507
ShariaPortfolio
Florida
$193M -$18.6M -9% 10.2% 29 20.69%
LC
5508
Littlejohn & Co
Connecticut
$192M -$5.9M -3% 14.1% 43.7% 24 4.17%
OCFG
5509
O'Connor Financial Group
Illinois
$192M +$1M +0.5% 0.67% 44.9% 59 13.56%
BCM
5510
Birch Capital Management
Texas
$192M -$6.37M -3% 0.62% 48.4% 85 4.71%
RMP
5511
Richards, Merrill & Peterson
Washington
$192M +$814K +0.4% 1.98% 536 14.18%
BWA
5512
BCU Wealth Advisors
Illinois
$192M +$17.2M +10% 0.39% 57 17.54%
CCIA
5513
Cherry Creek Investment Advisors
Colorado
$192M -$11.3M -6% 1.98% 140% 118 12.71%
CWA
5514
Crux Wealth Advisors
California
$192M +$12.4M +7% 1.74% 174 17.24%
RFA
5515
Register Financial Advisors
Georgia
$192M -$7.09M -4% 4.12% 126% 318 11.64%
PHM
5516
Prospect Hill Management
New Jersey
$192M -$35.4M -16% 13.8% 93.9% 16 6.25%
CI
5517
Cordant Inc
Oregon
$192M +$1.95M +1% 1.21% 47% 123 44.72%
JP
5518
JNE Partners
United Kingdom
$192M +$23.6M +14% 4.64% 98.6% 7 0%
RC
5519
Roubaix Capital
Colorado
$192M -$16.6M -8% 10.7% 104% 74 68.92%
CWA
5520
Choice Wealth Advisors
Maine
$192M -$3.93M -2% 1.96% 52.3% 31 12.9%
IWMWV
5521
Ironwood Wealth Management (West Virginia)
West Virginia
$192M -$10.8M -5% 1.12% 35.2% 23 8.7%
NAM
5522
Nutshell Asset Management
United Kingdom
$192M +$33.6M +21% 8.26% 38 55.26%
BBW
5523
Blue Barn Wealth
Utah
$192M +$2.1M +1% 0.64% 46.4% 162 17.28%
TWM
5524
Tumwater Wealth Management
Idaho
$192M +$1.02M +0.5% 0.27% 33 9.09%
DLHL
5525
Donald L. Hagan LLC
Florida
$192M -$904K -0.5% 2.06% 47.9% 99 16.16%