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)
BWG
6226
Boomfish Wealth Group
Georgia
$185M +$12.3M +7% 5.35% 86% 89 4.49% 1.5
Carson Advisory
6227
Carson Advisory
Georgia
$185M +$28M +18% 7.09% 70.9% 180 8.89% 2.5
First City Capital Management
6228
First City Capital Management
Georgia
$185M +$12.1M +7% 7.83% 86.4% 154 7.14% 6.6
Apricus Wealth
6229
Apricus Wealth
South Carolina
$185M +$13.4M +8% 7.21% 80.6% 132 15.91% 2.1
Charter Capital Management
6230
Charter Capital Management
Wisconsin
$185M +$15M +9% 6.51% – 65 10.77% 0.2
RCM
6231
Ratan Capital Management
Florida
$185M -$33.1M -15% 11.9% 616% 37 37.84% 2.7
Equinox Partners Investment Management
6232
Equinox Partners Investment Management
Connecticut
$185M +$9.29M +5% 41.6% 241% 10 20% 2.8
Innova Wealth Partners
6233
Innova Wealth Partners
Pennsylvania
$185M +$15M +9% 7.76% 72.5% 134 23.88% 0.7
Investments & Financial Planning LLC
6234
Investments & Financial Planning LLC
Kentucky
$185M +$11.5M +7% 7.43% 63.6% 37 0% 3
Hager Investment Management Services
6235
Hager Investment Management Services
New Hampshire
$185M +$17.4M +10% 12.2% – 302 8.61% 0.7
Interactive Financial Advisors
6236
Interactive Financial Advisors
Illinois
$185M -$20.2M -10% 5.59% 47.6% 88 9.09% 7.3
CoreFirst Bank & Trust
6237
CoreFirst Bank & Trust
Kansas
$185M +$7.84M +4% 6.49% 61.4% 345 4.93% 1.6
Strategic Investment Management
6238
Strategic Investment Management
Virginia
$185M -$1.73M -0.9% 6.32% 53.4% 14 14.29% 5
Legion Partners Asset Management
6239
Legion Partners Asset Management
California
$185M +$18.4M +11% 16.4% 206% 7 0% 3.8
KTC
6240
Kentucky Trust Company
Kentucky
$185M +$10.3M +6% 7.77% – 300 3% 0.7
Spectrum Investment Advisors
6241
Spectrum Investment Advisors
Wisconsin
$185M +$12.3M +7% 6.75% 56.5% 31 25.81% 1.2
PIM
6242
Pullen Investment Management
Florida
$185M +$18.7M +11% 7.47% – 105 10.48% 1.2
Fairbanks Capital Management
6243
Fairbanks Capital Management
California
$185M +$9.01M +5% 6.78% 90% 56 8.93% 5.3
Strive Asset Management
6244
Strive Asset Management
Ohio
$184M +$18.2M +11% 8.74% – 190 59.47% 0.3
Northern Capital Management (Washington)
6245
Northern Capital Management (Washington)
Washington
$184M +$14.3M +8% 8.72% 90.9% 47 8.51% 2.9
Sovereign's Capital Management
6246
Sovereign's Capital Management
Georgia
$184M -$2.61M -1% 0.29% – 78 1.28% 0.7
Castleview Partners
6247
Castleview Partners
Texas
$184M +$28.5M +18% 7.34% 61.3% 199 25.13% 2.8
Granite FO LLC
6248
Granite FO LLC
New Hampshire
$184M +$7.58M +4% 6.26% 112% 195 5.64% 1.4
PIS
6249
POM Investment Strategies
North Carolina
$184M +$44.1M +32% 6.5% 67.9% 220 45% 0.7
HFG Wealth Management
6250
HFG Wealth Management
Texas
$184M +$20M +12% 5.94% 45.9% 53 9.43% 1.5