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
HA
6226
Hofer & Associates
California
$186M -$2.67M -1% 2.16% 54.2% 67 5.97%
SVBP
6227
Strategic Value Bank Partners
Ohio
$186M +$40M +27% 1.39% 58.2% 17 47.06%
MIM
6228
Merrion Investment Management
New Jersey
$186M +$400K +0.2% 8.23% 166% 115 6.96%
MIM
6229
Meixler Investment Management
Arizona
$186M +$21.2M +13% 12.9% 72.1% 104 19.23%
PWM
6230
Pacific Wealth Management
California
$186M -$29.5M -14% 1.57% 37.5% 23 17.39%
KA
6231
Kearns & Associates
California
$186M -$7.7M -4% 2.86% 69.4% 41 4.88%
EF
6232
Envision Financial
Wisconsin
$186M -$3.36M -2% 0.03% 47 12.77%
SSCM
6233
Spectrum Strategic Capital Management
Oregon
$186M -$2.37M -1% 0.35% 79 5.06%
LIM
6234
Loudon Investment Management
New Hampshire
$186M -$5.61M -3% 0.41% 50.1% 98 8.16%
HAFG
6235
Hansen & Associates Financial Group
California
$186M +$2.76M +2% 1.32% 48 16.67%
NPFS
6236
Novak & Powell Financial Services
Florida
$186M -$6.09M -3% 1.36% 170 8.24%
PFG
6237
Pacific Financial Group
Washington
$186M +$5.67M +3% 1.76% 48.4% 91 14.29%
GK
6238
Graney & King
New York
$186M +$14.5M +8% 0.57% 383 10.7%
FA
6239
Financial Alternatives
California
$185M +$13.5M +8% 0.48% 42.6% 87 9.2%
PS
6240
Pinney & Scofield
Massachusetts
$185M +$9.21M +5% 1.83% 246 15.04%
BFG
6241
Baron Financial Group
New Jersey
$185M -$1.1M -0.6% 0.05% 52.1% 57 7.02%
JHC
6242
J. Hagan Capital
Kentucky
$185M +$4.59M +3% 3.13% 88 21.59%
CPP
6243
Capasso Planning Partners
South Carolina
$185M +$2.77M +2% 1.38% 44.1% 81 16.05%
VFG
6244
Valley Financial Group
Pennsylvania
$185M +$7.28M +4% 0.29% 68 16.18%
BP
6245
BCK Partners
New York
$185M +$178K +0.1% 0.48% 44.6% 27 3.7%
PIA
6246
Panoramic Investment Advisors
Colorado
$185M +$902K +0.5% 2.08% 137 13.14%
WAM
6247
Walker Asset Management
Missouri
$185M -$1.17M -0.6% 0.56% 75.9% 150 10%
AWMNY
6248
Arcadia Wealth Management (New York)
New York
$185M +$10.4M +6% 0.09% 62 20.97%
CPW
6249
Catalyst Private Wealth
California
$185M -$44.3M -19% 7.49% 103% 77 1.3%
CFSG
6250
Clark Financial Services Group
Missouri
$185M -$3.48M -2% 2.77% 102% 128 33.59%