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
DFG
5626
Delphi Financial Group
Delaware
$178M +$23M +15% 3.2% 66.3% 24 8.33%
WF
5627
Wayfinding Financial
Washington
$178M +$6.71M +4% 4.51% 68.3% 131 9.16%
BWM
5628
Birchcreek Wealth Management
Ohio
$178M -$12.6M -7% 2.78% 80.7% 176 25.57%
ACM
5629
Arosa Capital Management
Florida
$177M +$7.89M +5% 0.31% 536% 47 55.32%
CWM
5630
CCG Wealth Management
California
$177M +$11.3M +7% 4.25% 82.6% 77 15.58%
TWM
5631
Trueblood Wealth Management
Ohio
$177M +$2.57M +1% 1.8% 229 6.99%
WAM
5632
WFA Asset Management
Wisconsin
$177M -$14.2M -7% 0.96% 60% 243 16.87%
PPA
5633
Painted Porch Advisors
California
$177M +$13.4M +8% 0.32% 403 83.87%
PPWM
5634
Paragon Private Wealth Management
Kentucky
$177M +$8.9M +5% 1.93% 93.9% 162 14.81%
CP
5635
Camelot Portfolios
Ohio
$177M +$74.7M +73% 0.96% 41.3% 601 76.54%
FWP
5636
Firethorn Wealth Partners
Georgia
$177M +$7.21M +4% 2.62% 67.1% 155 12.9%
COA
5637
Crown Oak Advisors
California
$177M -$4.68M -3% 1.48% 22 0%
1CM
5638
1492 Capital Management
Wisconsin
$177M -$2.71M -2% 5.55% 332% 112 31.25%
UMC
5639
UNC Management Company
North Carolina
$177M +$54.6M +45% 2.87% 92% 3 66.67%
WQ
5640
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 2.9% 96.7% 134 18.66%
SWM
5641
Shelton Wealth Management
Texas
$176M +$17.3M +11% 2.01% 88% 156 39.74%
TC
5642
TAGStone Capital
North Carolina
$176M +$5.59M +3% 1.4% 58.3% 92 11.96%
FFO
5643
Fortitude Family Office
Arizona
$176M +$27.7M +19% 4.88% 1,081 21.65%
SIMC
5644
Squire Investment Management Company
Utah
$176M +$17.6M +11% 0.68% 55 3.64%
IAIM
5645
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 4.3% 81.5% 15 66.67%
HBT
5646
Heartland Bank & Trust
Illinois
$176M +$4.25M +2% 5.77% 105% 153 11.76%
SCM
5647
Sterneck Capital Management
Missouri
$176M +$8.86M +5% 3.59% 61.5% 98 9.18%
HI
5648
Harrington Investments
California
$176M +$1.52M +0.9% 4.85% 92.5% 83 3.61%
AIA
5649
Arcadia Investment Advisors
Idaho
$176M +$1.03M +0.6% 1.62% 51.4% 81 8.64%
SPA
5650
Shore Point Advisors
New Jersey
$176M +$880K +0.5% 0.45% 51.4% 61 8.2%