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
AWA
5551
Alta Wealth Advisors
Massachusetts
$212M -$5.94M -3% 11.8% 87.6% 153 30.72%
PWS
5552
Proactive Wealth Strategies
Georgia
$212M +$24.3M +13% 11.2% 141 12.06%
SBLIC
5553
Security Benefit Life Insurance Company
Kansas
$212M -$55.3M -21% 10% 60.6% 19 0%
IWMWV
5554
Ironwood Wealth Management (West Virginia)
West Virginia
$212M +$19.9M +10% 4.84% 35.2% 22 0%
AFO
5555
Aurelius Family Office
New Hampshire
$212M +$14.5M +7% 6.39% 47 4.26%
CFM
5556
Capricorn Fund Managers
United Kingdom
$212M +$24.5M +13% 9.54% 169% 60 28.33%
GA
5557
Guerra Advisors
Florida
$212M +$32.9M +18% 13.9% 74 18.92%
GCM
5558
Gables Capital Management
Florida
$212M +$9.26M +5% 15.3% 123% 462 8.23%
MC
5559
Matisse Capital
Oregon
$212M +$21.9M +12% 9.34% 52.1% 176 10.8%
FA
5560
Fedenia Advisers
Wisconsin
$211M +$57.6M +37% 19.6% 154 36.36%
EPW
5561
Endeavor Private Wealth
Kansas
$211M +$27.3M +15% 8.53% 145 18.62%
COA
5562
Crown Oak Advisors
California
$211M +$13.6M +7% 5.46% 23 4.35%
FOR
5563
Family Office Research
Maryland
$211M +$6.15M +3% 10.9% 72 9.72%
I2I
5564
Insight 2811 Inc
Illinois
$211M +$13.9M +7% 3.45% 22.2% 94 14.89%
CB
5565
CNB Bank
Pennsylvania
$211M +$13.4M +7% 13.1% 79.1% 527 10.63%
WQ
5566
Wealth Quarterback
New Jersey
$211M +$33.2M +19% 10.4% 96.7% 144 18.06%
I
5567
IMPACTfolio
Colorado
$211M +$20.6M +11% 8.31% 51.2% 37 24.32%
BCA
5568
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 8.01% 30 16.67%
OFA
5569
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 8.15% 52.5% 18 11.11%
SI
5570
Stash Investments
New York
$211M +$24.1M +13% 6.81% 5 0%
MIM
5571
Meros Investment Management
Texas
$211M +$40.4M +24% 19.5% 52.4% 44 13.64%
LB
5572
Legacy Bridge
Iowa
$211M +$31.5M +18% 27.4% 149% 347 21.33%
CP
5573
Creekside Partners
California
$211M +$19.6M +10% 8.32% 173 5.78%
NERM
5574
New England Research & Management
Illinois
$211M +$13.7M +7% 8.73% 56.4% 176 33.52%
5W
5575
5T Wealth
California
$211M +$23.9M +13% 10.2% 109 15.6%