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
FOR
5601
Family Office Research
Maryland
$245M +$16M +7% 6.42% 79 11.39%
FGG
5602
Financial Guidance Group
Florida
$244M +$21.4M +10% 1.65% 52% 91 8.79%
W
5603
WealthCollab
Washington
$244M +$26.5M +12% 1.01% 1,113 20.58%
CB
5604
CNB Bank
Pennsylvania
$244M +$4.32M +2% 3.28% 91.6% 523 6.69%
SM
5605
Salzhauer Michael
$244M +$35.9M +17% 6.99% 107% 106 23.58%
FA
5606
Financial Avengers
California
$244M +$11.5M +5% 6.29% 108% 148 7.43%
FWP
5607
Fiduciary Wealth Partners
Massachusetts
$244M +$5.71M +2% 2.6% 96 12.5%
PWIA
5608
Porter White Investment Advisors
Alabama
$244M +$10.9M +5% 2.71% 55.8% 36 2.78%
APC
5609
Aristotle Pacific Capital
California
$244M +$38.4M +19% 0.47% 1.84% 6 16.67%
GWM
5610
Glass Wealth Management
Texas
$244M +$19.4M +9% 8.69% 58 5.17%
VP
5611
Verisail Partners
Georgia
$243M +$7.71M +3% 1.72% 24 8.33%
ACM
5612
Ananym Capital Management
New York
$243M -$17M -7% 0.92% 10 20%
MWM
5613
McNaughton Wealth Management
California
$243M +$5.76M +2% 1.54% 50.3% 77 11.69%
GFG
5614
Greenberg Financial Group
Arizona
$243M 1.08% 113
CWMG
5615
Compass Wealth Management (Georgia)
Georgia
$243M +$17M +8% 1.98% 66 6.06%
TF
5616
Threadgill Financial
Texas
$243M +$36.5M +18% 0.09% 49.3% 64 35.94%
WFA
5617
WMG Financial Advisors
Tennessee
$243M -$57M -19% 2.42% 68% 220 51.82%
PCG
5618
PFC Capital Group
California
$243M +$4.69M +2% 3.83% 90 7.78%
EW
5619
Element Wealth
Mississippi
$243M +$12.5M +5% 2.6% 59.6% 214 14.02%
BTIM
5620
BancFirst Trust & Investment Management
Oklahoma
$243M -$20.4M -8% 3.77% 44.9% 42 11.9%
VPA
5621
Vernal Point Advisors
California
$243M +$10.6M +5% 1.84% 23 4.35%
QCIG
5622
Quad-Cities Investment Group
Iowa
$242M +$7.47M +3% 2.04% 61% 198 8.59%
BB
5623
Burford Brothers
Texas
$242M +$8.29M +4% 3.36% 183 14.21%
SBLIC
5624
Security Benefit Life Insurance Company
Kansas
$242M -$6.38M -3% 0.07% 60.6% 19 0%
AWM
5625
Ariadne Wealth Management
California
$242M +$18.9M +8% 7.57% 284 21.83%