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)
KCFA
5901
Key Client Fiduciary Advisors
New Jersey
$103M -$23.9M -19% 14% 95.1% 132 18.94% 0.5
C
5902
CEDRUS
Colorado
$103M -$8.32M -8% 13.9% 19.8% 172 39.53% 0.4
LAI
5903
Legal Advantage Investments
California
$103M -$30.4M -23% 17.4% 116% 89 32.58% 1.1
LFGH
5904
Lee Financial Group Hawaii
Hawaii
$103M -$44.2M -30% 11% 12.9% 41 26.83% 1.5
PWM
5905
Penobscot Wealth Management
Maine
$103M -$8.71M -8% 14.5% 50.5% 70 20% 0.7
LC
5906
Lakehouse Capital
Australia
$103M -$51.5M -33% 23.9% 87.4% 14 0% 1.8
WPWM
5907
Western Pacific Wealth Management
Illinois
$103M -$34.7M -25% 21.8% 91.4% 229 11.79% 0.5
FFWM
5908
Future Financial Wealth Management
Ohio
$102M -$18.2M -15% 13.1% 65.2% 540 75.56% 1.2
UAM
5909
Unison Asset Management
Florida
$102M -$14.1M -12% 14.2% 81.4% 25 0% 1.5
SWA
5910
Sightline Wealth Advisors
Connecticut
$102M -$17.7M -15% 11.3% 44.4% 58 17.24% 1.2
EI
5911
EDMP Inc
Florida
$102M -$4.09M -4% 7.51% 71.6% 61 6.56% 3.8
MCA
5912
Millennium Capital Advisors
Arkansas
$102M -$21.6M -17% 14.9% 134% 104 14.42% 0.5
MCM
5913
Magnolia Capital Management
New York
$102M -$18.4M -15% 13.6% 85.9% 124 4.03% 1.1
SWA
5914
Safir Wealth Advisors
New Hampshire
$102M -$17.6M -15% 11.1% 52.1% 17 17.65% 1.3
BFG
5915
Buttonwood Financial Group
Missouri
$102M -$32.4M -24% 14.3% 77.9% 23 30.43% 0.2
IA
5916
Integrity Advisory
Kansas
$102M +$235K +0.2% 13.2% – 87 24.14% 0.2
SPWM
5917
Straight Path Wealth Management
Michigan
$102M -$16M -14% 18.1% 70.6% 78 17.95% 0.4
Cynosure Group
5918
Cynosure Group
Utah
$102M -$22.3M -18% 17.4% 56.8% 45 48.89% 1.2
Fortis Capital Management
5919
Fortis Capital Management
Washington
$102M -$94.1M -48% 16% 82% 102 38.24% 1.3
GP
5920
Geneva Partners
Wisconsin
$102M -$60.1M -37% 6.84% 401% 80 41.25% 2.3
ECM
5921
Empirical Capital Management
Tennessee
$102M -$3.88M -4% 17.4% – 28 25% 1.7
PFWA
5922
Paces Ferry Wealth Advisors
Georgia
$102M -$24.2M -19% 17.3% 72% 118 15.25% 1.5
LCM
5923
LCM Capital Management
Illinois
$102M -$22.4M -18% 15.1% 108% 96 11.46% 1.3
PWA
5924
Phoenix Wealth Advisors
North Carolina
$101M +$4.69M +5% 13.8% 60.1% 120 33.33% 1
CCFM
5925
Cohen & Co Financial Management
New York
$101M +$87.4M +625% 0.45% – 147 97.96% 0