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)
FCG Investment Company
5826
FCG Investment Company
Tennessee
$214M +$21.9M +11% 16.3% – 98 16.33% 0.9
Forge Financial Services
5827
Forge Financial Services
Oklahoma
$213M +$80.2M +60% 5.66% – 22 9.09% 0.7
Southern Capital Advisors
5828
Southern Capital Advisors
Tennessee
$213M +$17.9M +9% 7.11% 66.8% 84 5.95% 2.4
Napa Wealth Management
5829
Napa Wealth Management
California
$213M +$4.3M +2% 10.4% – 181 45.3% 0.7
AFT
5830
Alpha Family Trust
California
$213M +$11.3M +6% 12.6% 198% 205 14.63% 1.7
Leslie Global Wealth
5831
Leslie Global Wealth
Illinois
$213M +$26.1M +14% 7.79% – 81 19.75% 0.9
Rings Capital Management
5832
Rings Capital Management
Illinois
$213M +$6.27M +3% 6.9% 40.9% 7 0% 3.2
Inlight Wealth Management
5833
Inlight Wealth Management
Georgia
$213M +$19.8M +10% 9.21% – 257 7.78% 0.5
Battery Global Advisors
5834
Battery Global Advisors
Massachusetts
$213M +$9.9M +5% 3.65% – 152 9.21% 1
StepStone Group
5835
StepStone Group
California
$213M +$162M +322% 11.5% 107% 21 57.14% 1.6
Steinberganna Wealth Management
5836
Steinberganna Wealth Management
New York
$213M – – 10.3% – 133 – 0
Hiley Hunt Wealth Management
5837
Hiley Hunt Wealth Management
Nebraska
$213M +$14.6M +7% 5.28% 48.4% 46 6.52% 1.4
First Affirmative Financial Network
5838
First Affirmative Financial Network
Colorado
$213M +$18M +9% 6.95% – 311 15.11% 2.1
Lloyd Advisory Services
5839
Lloyd Advisory Services
Georgia
$212M +$5.54M +3% 5.45% 51.1% 122 37.7% 0.9
Versant Venture Management
5840
Versant Venture Management
California
$212M +$130M +159% 55.8% 409% 9 11.11% 2.2
Kapstone Financial Advisors
5841
Kapstone Financial Advisors
Ohio
$212M +$11.8M +6% 6.95% 131% 126 7.94% 2
PACK Private Wealth
5842
PACK Private Wealth
Minnesota
$212M +$23.6M +12% 7.81% 52.8% 55 12.73% 2.4
22NW LP
5843
22NW LP
Washington
$212M +$53.5M +34% 43.2% 138% 23 17.39% 1.9
Summit Place Financial Advisors
5844
Summit Place Financial Advisors
New Jersey
$212M +$13.5M +7% 9.16% 111% 105 17.14% 3
CWM
5845
CCG Wealth Management
California
$212M +$22.4M +12% 9.4% 82.6% 88 12.5% 3.2
Kilter Group
5846
Kilter Group
New York
$212M -$7.8M -4% 8.02% – 1,330 21.43% 0.2
Bernzott Capital Advisors
5847
Bernzott Capital Advisors
California
$212M +$16M +8% 11.9% 46.2% 34 8.82% 3.1
Seamount Financial Group
5848
Seamount Financial Group
Colorado
$212M +$17.3M +9% 7.11% 79.7% 142 14.79% 1.2
Jupiter Wealth Management
5849
Jupiter Wealth Management
Colorado
$212M +$13.6M +7% 12.1% 99.2% 96 9.38% 2.7
Lindenwold Advisors
5850
Lindenwold Advisors
Pennsylvania
$212M +$19.1M +10% 7.4% 75% 120 19.17% 2.4