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
WA
5526
Waterford Advisors
New York
$196M -$42.5M -18% 6.6% 50.5% 56 14.29%
IPA
5527
Investment Planning Advisors
Georgia
$196M $0 0% 4.33% 59 0%
DLHL
5528
Donald L. Hagan LLC
Florida
$196M +$7.09M +4% 6.25% 47.9% 102 14.71%
SFP
5529
Strategic Financial Partners
Oregon
$196M +$14.3M +8% 6.02% 54.8% 70 7.14%
PBO
5530
Peoples Bank (Ohio)
Ohio
$196M +$3.13M +2% 5.58% 71.7% 137 10.95%
SFCM
5531
Savoir Faire Capital Management
Connecticut
$196M -$61.5M -24% 2.22% 1.22% 55 18.18%
TC
5532
TAGStone Capital
North Carolina
$196M +$19.4M +11% 6.04% 58.3% 93 6.45%
BAM
5533
Ballast Asset Management
Texas
$196M +$11.3M +6% 13.5% 126% 53 11.32%
CI
5534
Cordant Inc
Oregon
$196M +$16.6M +9% 5.69% 47% 76 9.21%
AFCM
5535
Alta Fox Capital Management
Texas
$196M +$38.1M +24% 24.8% 261% 20 65%
SWM
5536
SK Wealth Management
Rhode Island
$195M 6.46% 71
FWP
5537
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 2.19% 44 6.82%
JWM
5538
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 4.94% 99.2% 104 19.23%
KCM
5539
Kempner Capital Management
Texas
$195M +$6.78M +4% 3.55% 60.9% 54 12.96%
AA
5540
AJ Advisors
Tennessee
$195M +$14.2M +8% 5.89% 59.8% 34 2.94%
SOAG
5541
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 5.44% 27% 70 11.43%
PWMA
5542
Pension & Wealth Management Advisors
Massachusetts
$195M +$20.8M +12% 5.88% 44.7% 417 23.26%
RFA
5543
Register Financial Advisors
Georgia
$195M -$2.95M -1% 7.77% 126% 732 59.43%
TCG
5544
Transcendent Capital Group
Oklahoma
$195M +$21.3M +12% 5.54% 511 24.46%
SIA
5545
SGL Investment Advisors
Montana
$195M 7.33% 106
BBW
5546
Blue Barn Wealth
Utah
$195M +$15.2M +8% 4.95% 46.4% 163 19.63%
DF
5547
Dunhill Financial
United Kingdom
$195M +$33.6M +21% 5.8% 58.6% 982 24.34%
BAM
5548
Bellevue Asset Management
Washington
$195M +$13.6M +8% 3.71% 56.7% 472 4.87%
CI
5549
Chartist Inc
California
$195M +$1.84M +1% 11.9% 28 10.71%
DTC
5550
Davidson Trust Company
Washington
$195M +$49.5M +34% 7.05% 64.6% 159 13.21%