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
SFP
5701
Strategic Financial Planning
Texas
$104M -$16.4M -14% 14.5% 35% 35 20%
DI
5702
DRH Investments
California
$104M -$40.9M -28% 19.5% 56.4% 15 46.67%
SCA
5703
Sander Capital Advisors
Washington
$104M -$98M -49% 19.5% 68.8% 15 33.33%
LWM
5704
Long Walk Management
Connecticut
$104M -$23.7M -19% 33.5% 261% 6 16.67%
HCCM
5705
Hudson Canyon Capital Management
New York
$104M -$22.9M -18% 18.5% 114% 59 11.86%
AI
5706
Acuitas Investments
Washington
$104M -$2.71M -3% 16.8% 180% 46 41.3%
AIM
5707
Aurora Investment Managers
Florida
$104M -$30.9M -23% 21.3% 47% 53 11.32%
WSWA
5708
Warren Street Wealth Advisors
California
$104M -$11M -10% 13.1% 75.7% 64 25%
MIM
5709
Merrion Investment Management
New Jersey
$103M -$33.5M -24% 15.7% 166% 100 12%
KLC
5710
Knowledge Leaders Capital
Colorado
$103M -$36.2M -26% 6.72% 51.6% 143 51.75%
FPW
5711
Flagship Private Wealth
Massachusetts
$103M -$18.9M -16% 14% 50.5% 76 9.21%
BA
5712
Bluesphere Advisors
Pennsylvania
$103M -$15.2M -13% 17% 81.4% 97 20.62%
MCAV
5713
Meritech Capital Associates VI
California
$103M -$37.6M -27% 23.7% 6 0%
VWA
5714
VERITY Wealth Advisors
United States
$103M -$10.3M -9% 13.2% 59.9% 72 19.44%
FCC
5715
Flower City Capital
New York
$103M -$16.7M -14% 11.5% 60.7% 32 12.5%
SAMU
5716
SONA Asset Management (US)
New York
$103M -$72.3M -41% 1.41% 20.6% 357 33.89%
PP
5717
PFS Partners
New Jersey
$103M -$12.9M -11% 11.1% 63.2% 368 7.07%
WFS
5718
Walker Financial Services
Kentucky
$103M -$6.2M -6% 8.07% 18.9% 31 32.26%
NCMW
5719
Northern Capital Management (Washington)
Washington
$103M -$19.5M -16% 15.4% 80% 42 11.9%
HWA
5720
Hilltop Wealth Advisors
North Carolina
$103M -$14.8M -13% 16.1% 43.9% 33 18.18%
KCFA
5721
Key Client Fiduciary Advisors
New Jersey
$103M -$23.9M -19% 14% 95.1% 132 18.94%
C
5722
CEDRUS
Colorado
$103M -$8.32M -8% 13.9% 19.8% 172 39.53%
LAI
5723
Legal Advantage Investments
California
$103M -$30.4M -23% 17.4% 105% 89 32.58%
PWM
5724
Penobscot Wealth Management
Maine
$103M -$8.71M -8% 14.5% 50.5% 70 20%
WPWM
5725
Western Pacific Wealth Management
Illinois
$103M -$34.7M -25% 21.8% 45.5% 229 11.79%