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
TOTSC
5626
Trustees of the Smith College
Massachusetts
$134M -$101M -43% 4.56% 5 0%
AFO
5627
Allie Family Office
Florida
$134M +$12.3M +10% 6.81% 59% 82 12.2%
BFAG
5628
Blackston Financial Advisory Group
Florida
$134M -$3.98M -3% 7.19% 69.1% 96 14.58%
NCM
5629
NCM Capital Management
New Jersey
$134M -$17.8M -12% 4.8% 105% 181 22.65%
TFA
5630
Tranquilli Financial Advisor
New Jersey
$134M +$1.99M +2% 4.96% 55.1% 95 28.42%
NAG
5631
Northstar Advisory Group
New Jersey
$134M +$7.13M +6% 9.74% 141% 107 41.12%
TC
5632
TAGStone Capital
North Carolina
$134M +$12.4M +10% 5.46% 58.3% 81 13.58%
CWMU
5633
Caliber Wealth Management (Utah)
Utah
$134M +$2.73M +2% 6.99% 36.5% 93 44.09%
DAM
5634
Derbend Asset Management
Georgia
$133M +$8.15M +7% 8.06% 23.9% 78 5.13%
NCM
5635
Northland Capital Management
Minnesota
$133M +$7.06M +6% 3.85% 36.1% 28 17.86%
GIM
5636
Guardian Investment Management
California
$133M +$27.6M +26% 6.35% 89.7% 54 0%
CFA
5637
Camarda Financial Advisors
Florida
$133M +$34.3M +35% 11.8% 196% 96 54.17%
HFS
5638
HBC Financial Services
Washington
$133M +$7.68M +6% 5% 12.6% 202 17.33%
AWAP
5639
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$133M +$13.3M +11% 4.53% 68.1% 125 12%
M
5640
MYeCFO
California
$133M +$11.7M +10% 6.06% 53.3% 48 14.58%
GPA
5641
Garrison Point Advisors
California
$133M +$11.1M +9% 6.63% 81.5% 156 10.9%
HWM
5642
Horizon Wealth Management
Illinois
$133M +$10.6M +9% 11.8% 97.2% 80 17.5%
CWM
5643
Chronos Wealth Management
Florida
$133M +$6.53M +5% 4.69% 86.4% 35 5.71%
IDBONY
5644
Israel Discount Bank of New York
New York
$133M +$14.9M +13% 6.55% 37.3% 86 8.14%
LCM
5645
LRT Capital Management
Texas
$133M -$39.5M -23% 6.61% 76.3% 86 48.84%
DB
5646
Dravo Bay
Delaware
$133M +$10.7M +9% 5.47% 45.2% 45 6.67%
FDDB
5647
Fidelity D&D Bancorp
Pennsylvania
$133M 2.46% 59.6% 103
OCFG
5648
O'Connor Financial Group
Illinois
$133M 3.96% 44.9% 51
JWM
5649
Jackson Wealth Management
Florida
$133M -$139M -51% 4.15% 72.1% 175 76.57%
CTFG
5650
Capstone Triton Financial Group
Oklahoma
$133M +$8.23M +7% 9.08% 107 10.28%