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
5901
Strategic Financial Planning
Texas
$103M +$7.18M +7% 7.79% 35% 34 11.76%
TFP
5902
TrueWealth Financial Partners
Washington
$103M +$11.1M +12% 9.14% 29.6% 14 7.14%
HCA
5903
Harbor Capital Advisors
Illinois
$103M -$5.79M -5% 2.43% 93.6% 169 13.02%
KWA
5904
Kellett Wealth Advisors
Ohio
$103M +$21M +26% 11.1% 68.1% 56 10.71%
ZC
5905
Zeit Capital
Colorado
$103M +$6.67M +7% 8.68% 42.8% 38 28.95%
RFP
5906
RCS Financial Planning
Maryland
$103M 6.73% 42.8% 51
NAM
5907
Nationwide Asset Management
Ohio
$103M +$43.8M +74% 4.58% 7.81% 7 14.29%
TC
5908
Tenret Company
Florida
$103M +$12M +13% 7.24% 28 14.29%
CIM
5909
Courant Investment Management
Tennessee
$103M +$10.4M +11% 13.1% 33.5% 11 18.18%
ABG
5910
Ally Bridge Group
New York
$103M -$48.7M -32% 2.18% 942% 45 46.67%
PFWA
5911
Paces Ferry Wealth Advisors
Georgia
$103M +$11.3M +12% 7.28% 69.3% 111 18.92%
CP
5912
Castleview Partners
Texas
$103M -$1.98M -2% 6.55% 54.5% 723 24.48%
LCM
5913
LCM Capital Management
Illinois
$103M +$8.01M +8% 9.01% 89.1% 91 13.19%
AC
5914
AIFG Consultants
New York
$103M 6.86% 49.8% 36
ACL
5915
APEIRON Capital Ltd
Hong Kong
$103M -$47.4M -32% 5.59% 105% 12 50%
LWM
5916
Lionsbridge Wealth Management
Florida
$103M +$32.7M +47% 5.33% 55.3% 43 34.88%
MCM
5917
Magnolia Capital Management
New York
$103M +$5.46M +6% 7.88% 77.6% 149 24.83%
NED
5918
Nancy E. Dempze
$103M +$8.59M +9% 9.44% 59.1% 68 13.24%
MFA
5919
Millington Financial Advisors
Illinois
$102M 9.42% 61% 70
VIP
5920
Viewpoint Investment Partners
Alberta, Canada
$102M +$18.4M +22% 5.73% 31.9% 9 22.22%
CIA
5921
Capital Impact Advisors
Massachusetts
$102M +$1.94M +2% 5.79% 237 0.42%
SLFPAM
5922
St. Louis Financial Planners Asset Management
Missouri
$102M 3.6% 136% 18
OC
5923
Optimas Capital
Hong Kong
$102M -$16.5M -14% 13.8% 264% 44 65.91%
AS
5924
American Securities
New York
$102M +$22.5M +28% 28.3% 1 0%
VWA
5925
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 7.31% 59.9% 74 9.46%