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
PWA
5526
Providence Wealth Advisors
Illinois
$159M +$15.4M +11% 11.4% 112% 99 5.05%
MSKCC
5527
Memorial Sloan Kettering Cancer Center
New York
$159M -$1.35M -0.8% 3.08% 14.8% 6 0%
FCC
5528
Florin Court Capital
United Kingdom
$159M +$54M +51% 8.65% 108% 38 21.05%
CF
5529
Concorde Financial
Texas
$159M 7.28% 81.3% 134
PIM
5530
Profit Investment Management
Maryland
$159M +$15.2M +11% 9.45% 101% 92 13.04%
RFMS
5531
RWQ Financial Management Services
Florida
$159M +$22.5M +17% 18.9% 415% 31 41.94%
AW
5532
Alaethes Wealth
Nevada
$159M +$21.3M +15% 10.7% 96.4% 297 6.73%
TPW
5533
Tiller Private Wealth
Pennsylvania
$159M +$25.9M +20% 7.67% 53.5% 56 14.29%
ADIM
5534
Alpha DNA Investment Management
Maryland
$158M +$11.6M +8% 15.9% 134% 160 74.38%
PFA
5535
Plotkin Financial Advisors
Maryland
$158M -$9.89M -6% 10.6% 95.3% 104 29.81%
HHRDM
5536
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 2.24% 38.4% 69 43.48%
HKIMG
5537
Hutchens & Kramer Investment Management Group
Indiana
$158M 11.2% 84.6% 120
OWA
5538
Opal Wealth Advisors
New York
$158M +$54M +52% 7.96% 55.6% 137 47.45%
SOAG
5539
Silver Oak Advisory Group
Oregon
$158M 2.65% 27% 60
AAM
5540
Alphadyne Asset Management
New York
$158M +$343K +0.2% 14.8% 158% 6 50%
HWM
5541
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 5.1% 110% 547 14.26%
CPWA
5542
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 13.6% 128 11.72%
RI
5543
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 5.63% 202 7.92%
AWA
5544
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 7.8% 53.6% 185 10.27%
RHP
5545
Royal Harbor Partners
Texas
$158M +$17.1M +12% 8.88% 49.5% 86 15.12%
HFS
5546
HBC Financial Services
Washington
$158M +$7.57M +5% 7.41% 12.6% 197 16.24%
BCFD
5547
Boit C.F. David
$158M +$11.9M +8% 11% 75.4% 116 0.86%
RCM
5548
Regency Capital Management
Hawaii
$157M +$15.2M +11% 10.8% 92.1% 179 54.75%
JPLA
5549
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 6.08% 74.3% 609 77.83%
PBF
5550
Petix & Botte Financial
California
$157M -$138M -47% 6.07% 47.5% 119 36.13%