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)
My Personal CFO LLC
5901
My Personal CFO LLC
Washington
$127M +$10.1M +9% 5.23% 83.4% 82 8.54% 1
Spreng Capital Management
5902
Spreng Capital Management
Ohio
$127M +$11.4M +10% 6.81% 72.5% 84 5.95% 3
Central Asset Investments & Management Holdings
5903
Central Asset Investments & Management Holdings
Hong Kong
$127M +$33M +35% 18.5% 3,210% 72 56.94% 0.7
Seelaus Asset Management
5904
Seelaus Asset Management
New Jersey
$127M -$5.43M -4% 8.47% 134% 214 16.36% 2.5
CarsonAllaria Wealth Management
5905
CarsonAllaria Wealth Management
Illinois
$127M +$8.41M +7% 4.24% 51.7% 404 12.13% 1.2
Lakewood Asset Management
5906
Lakewood Asset Management
Illinois
$127M +$6.75M +6% 4.75% 65.3% 116 4.31% 0.5
Arrow Investment Advisors
5907
Arrow Investment Advisors
Maryland
$127M -$9.7M -7% 2.82% 36.3% 91 61.54% 0.9
Privium Fund Management (UK)
5908
Privium Fund Management (UK)
United Kingdom
$127M +$60.6K +0% 7.13% 37.1% 81 34.57% 0.5
Yoder Wealth Management
5909
Yoder Wealth Management
California
$127M +$6.64M +6% 6.08% 69.3% 83 12.05% 0.2
Jacobs Asset Management
5910
Jacobs Asset Management
New York
$127M -$45.4M -26% 4.52% 114% 38 36.84% 2.1
High Ground Investment Management
5911
High Ground Investment Management
United Kingdom
$127M +$24.1M +24% 0.51% 25.9% 7 28.57% 0.4
Cassia Capital Partners
5912
Cassia Capital Partners
North Carolina
$127M +$2.27M +2% 2.01% 55% 84 41.67% 1
Hudson Canyon Capital Management
5913
Hudson Canyon Capital Management
New York
$127M +$7.46M +6% 11.3% 160% 59 11.86% 2
Crown Wealth Group
5914
Crown Wealth Group
North Carolina
$127M +$7.33M +6% 9.75% 98.2% 75 25.33% 0.8
Wealthspan Partners
5915
Wealthspan Partners
Iowa
$127M +$9.7M +8% 6.08% 65% 78 10.26% 1.2
MA
5916
McBroom & Associates
Nevada
$127M +$14.9M +13% 12.7% 133% 37 2.7% 1.2
Altus Wealth Management
5917
Altus Wealth Management
Kentucky
$127M +$5.78M +5% 9% 73% 30 0% 2.6
Financial Futures
5918
Financial Futures
New Jersey
$127M +$7.84M +7% 2.71% 48.5% 51 3.92% 1.1
HF Advisory Group
5919
HF Advisory Group
Maryland
$127M +$13.9M +12% 6.43% 73.2% 142 10.56% 0.5
Shepherd Kaplan Krochuk
5920
Shepherd Kaplan Krochuk
Massachusetts
$126M +$13.1M +12% 1.62% 38.5% 61 24.59% 2.5
Porter White Investment Advisors
5921
Porter White Investment Advisors
Alabama
$126M +$9.8M +8% 4.16% 58% 25 16% 0.4
BWM
5922
Bullock Wealth Management
Indiana
$126M +$13.5M +12% 7.87% 101% 608 7.73% 0.2
Chiron Capital Management
5923
Chiron Capital Management
Florida
$126M -$17.6M -12% 1.66% – 130 16.15% 1.6
Peterson Wealth Management
5924
Peterson Wealth Management
Nevada
$126M +$21.8M +21% 5.58% 78% 75 30.67% 1.5
Chapman Investment Management
5925
Chapman Investment Management
California
$126M +$4.65M +4% 8.01% 44% 39 15.38% 2.1