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
QFPS
5701
Quantum Financial Planning Services
Washington
$183M +$2.56M +1% 2.91% 38 10.53%
MFG
5702
Marmo Financial Group
Tennessee
$183M -$2.39M -1% 3.14% 47.5% 30 20%
GWM
5703
GoalFusion Wealth Management
Texas
$183M -$731K -0.4% 0.19% 43.6% 29 20.69%
JHA
5704
Jackson Hill Advisors
Texas
$183M -$15.4M -8% 6.07% 79.4% 12 8.33%
RWRC
5705
R.W. Roge & Company
New York
$183M -$2.8M -2% 1.24% 57.7% 56 16.07%
FCMV
5706
Foresite Capital Management VI
California
$183M -$41.9M -19% 15.5% 14 0%
SMP
5707
Santa Monica Partners
Florida
$183M -$2.66M -1% 9.73% 123% 18 33.33%
WPEP
5708
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 1.66% 60.6% 15 33.33%
WCM
5709
WestBridge Capital Management
Mauritius
$182M -$34M -16% 12.7% 33.3% 1 0%
DFA
5710
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 4.79% 46.1% 100 21%
CC
5711
Checkpoint Capital
California
$182M -$14.2M -7% 4.92% 21 57.14%
FC
5712
Family CFO
California
$182M +$623K +0.3% 1.25% 84% 96 36.46%
GWM
5713
Grand Wealth Management
Michigan
$182M +$2.55M +1% 0.39% 44.3% 69 5.8%
LAM
5714
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 2.84% 82.6% 126 24.6%
PWM
5715
Pacific Wealth Management
California
$182M -$7.06M -4% 1.51% 37.5% 21 19.05%
YP
5716
YANKCOM Partnership
South Dakota
$182M -$5.21M -3% 1.44% 297 15.15%
AG
5717
Amiral Gestion
France
$182M +$23.3M +15% 6.25% 36 38.89%
HKIMG
5718
Hutchens & Kramer Investment Management Group
Indiana
$182M -$2.53M -1% 0.71% 84.6% 180 23.33%
CRI
5719
Colonial River Investments
Virginia
$182M -$25M -12% 3.62% 144% 267 47.57%
ICMM
5720
Integrated Capital Management (Michigan)
Michigan
$182M -$6.32M -3% 4.11% 61 11.48%
TS
5721
TradeWell Securities
Indiana
$182M -$11.5M -6% 7.54% 44 13.64%
MSFP
5722
Mark Sheptoff Financial Planning
Connecticut
$181M -$4.99M -3% 2.29% 85.8% 474 15.19%
CF
5723
Concorde Financial
Texas
$181M +$13.3M +8% 6.13% 85.6% 36 5.56%
PCM
5724
Perritt Capital Management
Illinois
$181M -$11.1M -6% 1.14% 80.9% 364 19.78%
BOC
5725
Blue Oak Capital
California
$181M +$16.6M +10% 0.5% 88 35.23%