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 Avg Holding
Period (Yrs)
Sandbox Financial Partners
5526
Sandbox Financial Partners
Maryland
$159M +$19.1M +14% 11.7% 69.6% 118 27.97% 0.6
FirstPurpose Wealth
5527
FirstPurpose Wealth
Utah
$159M – – 5.34% – 145 – 0
Providence Wealth Advisors
5528
Providence Wealth Advisors
Illinois
$159M +$15.4M +11% 11.4% 121% 99 5.05% 2.6
Memorial Sloan Kettering Cancer Center
5529
Memorial Sloan Kettering Cancer Center
New York
$159M -$1.35M -0.8% 3.08% 14.8% 6 0% 0.8
Florin Court Capital
5530
Florin Court Capital
United Kingdom
$159M +$54M +51% 8.65% 129% 38 21.05% 0.7
Concorde Financial
5531
Concorde Financial
Texas
$159M – – 7.28% 81.3% 134 – 0
Profit Investment Management
5532
Profit Investment Management
Maryland
$159M +$15.2M +11% 9.45% 101% 92 13.04% 5.2
RFMS
5533
RWQ Financial Management Services
Florida
$159M +$22.5M +17% 18.9% 446% 31 41.94% 0.6
Alaethes Wealth
5534
Alaethes Wealth
Nevada
$159M +$21.3M +15% 10.7% 96.4% 297 6.73% 0.5
Tiller Private Wealth
5535
Tiller Private Wealth
Pennsylvania
$159M +$25.9M +20% 7.67% 60.2% 56 14.29% 2
Alpha DNA Investment Management
5536
Alpha DNA Investment Management
Maryland
$158M +$11.6M +8% 15.9% 134% 160 74.38% 0.3
Plotkin Financial Advisors
5537
Plotkin Financial Advisors
Maryland
$158M -$9.9M -6% 10.6% 95.3% 104 29.81% 1.2
H&H Retirement Design & Management
5538
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 2.24% 38.4% 69 43.48% 0.9
Hutchens & Kramer Investment Management Group
5539
Hutchens & Kramer Investment Management Group
Indiana
$158M – – 11.2% 83% 120 – 0
Opal Wealth Advisors
5540
Opal Wealth Advisors
New York
$158M +$54M +52% 7.96% 62.3% 137 47.45% 0.5
Silver Oak Advisory Group
5541
Silver Oak Advisory Group
Oregon
$158M – – 2.65% 28.9% 60 – 0
Alphadyne Asset Management
5542
Alphadyne Asset Management
New York
$158M +$343K +0.2% 14.8% 159% 6 50% 0.2
HighMark Wealth Management
5543
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 5.1% 110% 547 14.26% 1.4
Cerro Pacific Wealth Advisors
5544
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 13.6% – 128 11.72% 0.8
Ridgewood Investments
5545
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 5.63% – 202 7.92% 2.4
Acorn Wealth Advisors
5546
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 7.8% 58.8% 185 10.27% 2.2
Royal Harbor Partners
5547
Royal Harbor Partners
Texas
$158M +$17.1M +12% 8.88% 54.6% 86 15.12% 1.2
HBC Financial Services
5548
HBC Financial Services
Washington
$158M +$7.57M +5% 7.41% 12.6% 197 16.24% 1.4
BCFD
5549
Boit C.F. David
$158M +$11.9M +8% 11% 84.2% 116 0.86% 0.5
Regency Capital Management
5550
Regency Capital Management
Hawaii
$157M +$15.2M +11% 10.8% 92.1% 179 54.75% 0.4