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
SWIM
5976
Smallwood Wealth Investment Management
New Jersey
$98.7M -$7.12M -7% 14.5% 67.4% 67 25.37%
PCMU
5977
Paragon Capital Management (Utah)
Utah
$98.7M -$9.16M -8% 10.9% 69.4% 85 30.59%
MSA
5978
McAlister Sweet & Associates
Texas
$98.6M +$4.5M +5% 13.8% 75.8% 42 45.24%
VCIM
5979
Velan Capital Investment Management
Georgia
$98.6M -$9.18M -9% 5.73% 2,395% 30 43.33%
FI
5980
Financial Insights
Washington
$98.5M -$10.3M -9% 14.8% 71.9% 97 28.87%
LM
5981
Lockheed Martin
Maryland
$98.5M -$85.7M -47% 43% 4 0%
AWM
5982
Alterna Wealth Management
Texas
$98.5M -$20.1M -17% 9.09% 48% 137 48.91%
AWA
5983
Aletheian Wealth Advisors
Washington
$98.5M -$6.88M -7% 11.7% 59 13.56%
EL
5984
EMFO LLC
Florida
$98.5M -$11.8M -11% 13.7% 25.8% 351 9.97%
IFS
5985
Intelligent Financial Strategies
Minnesota
$98.4M -$4.17M -4% 15.8% 60.6% 121 31.4%
HI
5986
Harper Investing
California
$98.4M -$9.42M -9% 11.2% 53.4% 51 13.73%
PWA
5987
Pillar Wealth Advisors
Pennsylvania
$98.3M -$5.33M -5% 10.8% 21.9% 61 19.67%
PWM
5988
Prentice Wealth Management
New York
$98.2M -$110M -53% 9.53% 44.2% 199 75.38%
ARS
5989
Adirondack Retirement Specialists
New York
$98M -$13.8M -12% 17.5% 13.1% 17 5.88%
USPCM
5990
Union Square Park Capital Management
New York
$97.9M -$182M -65% 14.3% 75.8% 134 17.16%
FC
5991
Farley Capital
New York
$97.8M -$8.45M -8% 8.17% 105% 12 8.33%
LM
5992
Lansing Management
New York
$97.8M -$39.4M -29% 19.1% 76.9% 8 0%
IIM
5993
InTrack Investment Management
Vermont
$97.7M -$25.3M -21% 16% 84.9% 127 23.62%
RB
5994
Richmond Brothers
Michigan
$97.7M -$32.2M -25% 21.8% 77.2% 22 0%
NMG
5995
New Millennium Group
Utah
$97.7M -$41.5M -30% 14.8% 176% 404 86.14%
SFG
5996
Socha Financial Group
New York
$97.7M -$24.3M -20% 17.5% 81.5% 18 27.78%
UIA
5997
Ulland Investment Advisors
Minnesota
$97.7M -$35.7M -27% 17.3% 154% 281 14.23%
SWMP
5998
Signature Wealth Management Partners
New Jersey
$97.6M -$19.7M -17% 13.9% 80.4% 116 10.34%
PT
5999
Palantir Technologies
Florida
$97.6M -$148M -60% 49.3% 20 5%
DWM
6000
Defined Wealth Management
Oregon
$97.6M -$16.2M -14% 13.3% 70.3% 95 8.42%