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 Avg Holding
Period (Yrs)
JCFM
5676
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 1.3% 126% 128 15.63% 1.5
MBE Wealth Management
5677
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 2.41% 66.5% 142 9.15% 2.6
New England Professional Planning Group
5678
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 1.88% 64.1% 52 17.31% 4.4
CWMGP
5679
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 2.26% 85.4% 91 24.18% 1.7
Cresta Advisors
5680
Cresta Advisors
Texas
$239M +$14.4M +6% 1.93% 66.8% 167 71.26% 0.7
Cordant Inc
5681
Cordant Inc
Oregon
$239M +$16.9M +8% 3.19% 47% 72 13.89% 4.3
Raelipskie Partnership
5682
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 2.62% – 120 6.67% 1.7
Harber Asset Management
5683
Harber Asset Management
North Carolina
$238M -$40.5M -15% 1.84% 63.6% 44 38.64% 1.2
Tribridge Partners Financial
5684
Tribridge Partners Financial
Maryland
$238M +$20.6M +9% 0.86% – 78 10.26% 0.4
MRA Advisory Group
5685
MRA Advisory Group
New Jersey
$238M +$8.91M +4% 1.97% 86.8% 153 20.26% 2.2
IMPACTfolio
5686
IMPACTfolio
Colorado
$238M +$6.28M +3% 1.82% 58.8% 42 19.05% 2.3
BWA
5687
BlueChip Wealth Advisors
Georgia
$238M +$3.76M +2% 1.66% 62.2% 170 16.47% 1.3
Aviso Wealth Management
5688
Aviso Wealth Management
Washington
$238M +$8.47M +4% 3.95% 153% 151 10.6% 1.6
Ironwood Investment Management
5689
Ironwood Investment Management
Massachusetts
$238M +$8.5M +4% 5.22% 164% 180 9.44% 6.5
Greenfield Savings Bank
5690
Greenfield Savings Bank
Massachusetts
$238M +$703K +0.3% 3.2% 108% 149 5.37% 2.9
Axiom Financial Strategies
5691
Axiom Financial Strategies
Indiana
$238M +$5.29M +2% 1.74% 54.5% 50 4% 2.1
Edge Financial Advisors
5692
Edge Financial Advisors
Illinois
$238M +$14.5M +6% 2.21% – 144 11.81% 1.1
Alfreton Capital
5693
Alfreton Capital
United Kingdom
$238M +$6.24M +3% 6.32% 22.2% 5 40% 1.5
22NW LP
5694
22NW LP
Washington
$238M +$25.3M +12% 22% 138% 22 13.64% 2.2
MB, Levis & Associates
5695
MB, Levis & Associates
Pennsylvania
$238M +$6.44M +3% 1.81% 43.1% 262 13.36% 2.4
SC
5696
Schulhoff & Co
Ohio
$238M +$3.32M +1% 3.51% 51.8% 138 6.52% 8.3
ShariaPortfolio
5697
ShariaPortfolio
Florida
$237M -$23.9M -9% 5.36% 254% 25 8% 1.6
BC
5698
Bowman & Company
Wisconsin
$237M +$359K +0.2% 1.57% 59.7% 120 11.67% 2.6
Ballentine Capital Advisors
5699
Ballentine Capital Advisors
South Carolina
$237M +$11.3M +5% 2.2% 48.8% 26 3.85% 1.8
Kessler Investment Group
5700
Kessler Investment Group
Indiana
$237M +$4.47M +2% 1.21% 251% 94 21.28% 2.6