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
JHWEPV
6051
J.H. Whitney Equity Partners VII
Connecticut
$232M -$1.48M -0.6% 33.1% 407% 1 0%
EM
6052
ELCO Management
New York
$232M +$23.5M +11% 9.98% 93% 188 17.02%
OPOWM
6053
One Plus One Wealth Management
Florida
$232M -$5.36M -2% 0.63% 69.2% 100 19%
WM
6054
Wishbone Management
Illinois
$232M +$96.1M +71% 25.5% 58.7% 6 50%
SF
6055
Steffes Financial
Kansas
$232M +$42.1M +22% 15.1% 36 11.11%
ACM
6056
Accent Capital Management
Ohio
$231M +$25.2M +12% 21.2% 419 48.93%
NME
6057
Notis-McConarty Edward
$231M +$30.2M +15% 24.2% 91.2% 73 9.59%
PFSC
6058
Peoples Financial Services Corp
Pennsylvania
$231M +$20.3M +10% 19.6% 93% 278 3.96%
GPW
6059
Gray Private Wealth
Massachusetts
$231M +$32.6M +16% 13.9% 61 22.95%
LV
6060
Lifeyrissjodur Verzlunarmanna
$231M +$27.3M +13% 13.4% 1 0%
NA
6061
N10 Assets
Connecticut
$231M 48.3% 34
FFG
6062
Foundry Financial Group
New Hampshire
$231M +$29.7M +15% 13.3% 82 17.07%
VH
6063
VVR Holdings
Washington
$231M +$37.7M +19% 17.2% 45 28.89%
FCMT
6064
Founders Capital Management (Texas)
Texas
$231M +$26.3M +13% 24.1% 118% 427 10.3%
LWA
6065
Legacy Wealth Advisors
Florida
$231M +$35.1M +18% 12.8% 155 34.19%
PPWM
6066
PFG Private Wealth Management
Florida
$231M -$5.05M -2% 9.55% 48.3% 86 26.74%
CWM
6067
CarsonAllaria Wealth Management
Illinois
$231M +$28.4M +14% 11.9% 51.7% 75 13.33%
AF
6068
AGP Franklin
Tennessee
$231M +$30.4M +15% 24.1% 107 26.17%
CCA
6069
Cooper Capital Advisors
California
$231M +$87.7M +61% 17.1% 44 27.27%
HDA
6070
Harold Davidson & Associates
California
$231M +$24.7M +12% 22.7% 66 19.7%
BWM
6071
Bullock Wealth Management
Indiana
$231M 18% 608
NA
6072
Note Advisors
New York
$231M +$30.5M +15% 7.96% 88 5.68%
BFS
6073
Burrus Financial Services
Utah
$230M +$11.9M +5% 6.76% 30.2% 11 0%
KIC
6074
Kensington Investment Counsel
California
$230M +$22.5M +11% 21.1% 81.9% 93 19.35%
SFG
6075
Strive Financial Group
Indiana
$230M +$41.6M +22% 16.3% 944 29.45%