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
GWM
5876
GoalFusion Wealth Management
Texas
$209M +$14.8M +8% 5.82% 43.6% 31 19.35%
AFM
5877
Armstrong Fleming & Moore
District of Columbia
$209M +$25.2M +14% 5.77% 124% 119 16.81%
WI
5878
Westbourne Investments
Virginia
$209M +$21.7M +12% 12.5% 168 39.29%
FA
5879
FF Advisors
California
$209M +$16.6M +9% 7.45% 102 7.84%
PCA
5880
Purkiss Capital Advisors
Connecticut
$209M +$29.1M +16% 9.4% 173 15.03%
MSFP
5881
Mark Sheptoff Financial Planning
Connecticut
$209M +$21.3M +11% 14.3% 92.4% 553 20.43%
IF
5882
IRON Financial
Illinois
$209M +$15.9M +8% 5.39% 51.4% 166 40.36%
NAMNJ
5883
NorthStar Asset Management (New Jersey)
New Jersey
$209M +$19.2M +10% 7.86% 100 7%
AFC
5884
AFT Forsyth & Company
Florida
$209M +$13.5M +7% 8.98% 135% 117 4.27%
HCM
5885
Hahn Capital Management
California
$209M -$3.36M -2% 4.23% 53.6% 28 0%
TCOK
5886
Trust Company of Kansas
Kansas
$209M -$884K -0.4% 7.65% 87% 63 12.7%
CC
5887
Copperleaf Capital
North Carolina
$209M +$11M +6% 9.45% 102% 130 25.38%
CCM
5888
Cambridge Capital Management
Illinois
$209M +$22.2M +12% 5.86% 43 6.98%
LCM
5889
LCM Capital Management
Illinois
$208M +$16M +8% 11.1% 108% 114 12.28%
SCM
5890
Sitrin Capital Management
California
$208M +$12.4M +6% 10.6% 128% 42 2.38%
SS
5891
Sound Stewardship
Kansas
$208M +$14.5M +7% 5.78% 43.2% 66 6.06%
UWM
5892
Udine Wealth Management
Florida
$208M +$19M +10% 23% 127% 40 20%
SM
5893
Salzhauer Michael
$208M +$37.5M +22% 8.13% 107% 96 19.79%
PFA
5894
Peak Financial Advisors
Colorado
$208M +$13.1M +7% 4.3% 40.1% 109 42.2%
JAM
5895
JW Asset Management
Florida
$208M +$5.49M +3% 7.87% 251% 21 28.57%
SIAG
5896
Signet Investment Advisory Group
Rhode Island
$208M +$13.4M +7% 6.17% 59.6% 70 4.29%
TBBL
5897
True Blue (BVI) Ltd
$208M +$36M +21% 22.8% 4 0%
FWA
5898
FOCUS Wealth Advisors
Texas
$208M +$15.6M +8% 7.37% 63.8% 58 3.45%
GIO
5899
Galilei Investment Office
United Kingdom
$208M +$11.4M +6% 6.33% 27 0%
WA1
5900
Wimmer Associates 1
California
$208M +$12.4M +6% 9.07% 78.9% 113 6.19%