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
SFG
6201
SVB Financial Group
Texas
$142M -$38.9M -21% 15% 13 15.38%
SWMG
6202
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 0.13% 49 24.49%
JCFM
6203
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 8.49% 106 13.21%
EA
6204
Echo45 Advisors
California
$142M +$3.37M +2% 1.14% 49.9% 53 22.64%
MSAGDF
6205
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 3.32% 34.5% 26 3.85%
APS
6206
American Planning Services
Florida
$142M +$3.65M +3% 4.08% 23.8% 54 12.96%
FA
6207
FF Advisors
California
$142M -$2.54M -2% 1.28% 92 10.87%
WAG
6208
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 3.37% 42 16.67%
AC
6209
Avory & Company
Florida
$142M -$4.85M -3% 2.89% 61.6% 29 3.45%
RCM
6210
Rain Capital Management
Oregon
$142M -$7.19M -5% 2.63% 18.2% 97 4.12%
UI
6211
Unconventional Investor
New Hampshire
$142M +$3.12M +2% 1.76% 62.7% 33 0%
FA
6212
Fortis Advisors
Pennsylvania
$142M -$7.44M -5% 0.4% 72.8% 102 6.86%
EFA
6213
Efficient Frontier Advisors
Connecticut
$142M +$15.6M +12% 1.89% 16 18.75%
CFM
6214
Capricorn Fund Managers
United Kingdom
$142M -$24.3M -15% 1.37% 169% 64 26.56%
MWM
6215
Meritas Wealth Management
California
$142M -$1.86M -1% 0.36% 63% 49 4.08%
GC
6216
Gould Capital
Washington
$142M -$141K -0.1% 1.05% 60.1% 220 14.09%
LIWM
6217
Long Island Wealth Management
New York
$142M +$145K +0.1% 1.27% 74 5.41%
BFA
6218
Bright Financial Advisors
Michigan
$142M +$7.79M +6% 1.62% 61 40.98%
SH
6219
Spear Holdings
United Arab Emirates
$142M -$434M -75% 6.41% 12 66.67%
PCMC
6220
Planning Capital Management Corporation
Pennsylvania
$142M +$4.72M +3% 2.36% 766 20.5%
TC
6221
Tacita Capital
Ontario, Canada
$142M -$2.58M -2% 0.18% 72.3% 222 9.46%
SCM
6222
Semanteon Capital Management
Massachusetts
$141M -$15M -10% 0.78% 337 79.23%
GCM
6223
Garland Capital Management
Washington
$141M -$9.47M -6% 3.26% 55.7% 34 8.82%
JCA
6224
Jade Capital Advisors
New Jersey
$141M +$4.23M +3% 2.48% 28.9% 110 52.73%
TMWM
6225
Taylor & Morgan Wealth Management
Michigan
$141M +$5.2M +4% 3.96% 75.5% 68 8.82%