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
SCM
6026
Sitrin Capital Management
California
$200M -$11.2M -5% 1.55% 128% 41 12.2%
FF
6027
Friedenthal Financial
New Jersey
$199M +$5.01M +3% 2.76% 111% 327 48.62%
NCMW
6028
Northern Capital Management (Washington)
Washington
$199M +$10.2M +5% 3.5% 80% 54 9.26%
BMA
6029
Brooks Moore & Associates
Tennessee
$199M -$4.01M -2% 2.54% 57.2% 115 13.04%
FWM
6030
Finer Wealth Management
Massachusetts
$199M -$7.28M -4% 1.43% 149% 89 8.99%
SWMP
6031
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 2.05% 80.4% 123 8.13%
COA
6032
Crown Oak Advisors
California
$199M -$11.5M -5% 0.76% 23 0%
FCC
6033
Flower City Capital
New York
$199M +$3.27M +2% 1.69% 60.7% 47 8.51%
LCM
6034
LCM Capital Management
Illinois
$199M -$7.6M -4% 1.56% 108% 116 7.76%
SPI
6035
Strategic Planning Inc
Ohio
$199M +$13.7M +7% 4.1% 62 29.03%
PCM
6036
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 2.1% 45 8.89%
AAG
6037
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 2.04% 121 4.96%
PIM
6038
Pullen Investment Management
Florida
$199M +$9.31M +5% 7.75% 105 14.29%
DCM
6039
Dilation Capital Management
New York
$199M -$18.3M -8% 17.6% 28 60.71%
PFA
6040
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 3.56% 71.1% 105 8.57%
CASB
6041
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 0.57% 72.7% 124 14.52%
DEM
6042
Disciplined Equity Management
Florida
$199M +$6M +3% 3.2% 67.6% 65 33.85%
PMIA
6043
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 3.66% 31.7% 43 9.3%
PS
6044
Pennant Select
New Jersey
$199M +$9.91M +5% 1.23% 16 25%
NWMP
6045
Noble Wealth Management PBC
Colorado
$199M -$175K -0.1% 1.74% 655 20.31%
GPW
6046
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 2.89% 52 9.62%
SPWG
6047
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 3.12% 67.4% 99 11.11%
NI
6048
Niatross Investments
$199M +$40.7M +26% 13.1% 1 0%
STA
6049
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 0.08% 133 6.77%
KL
6050
KilterHowling LLC
Colorado
$198M +$978K +0.5% 2.72% 51.3% 54 14.81%