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
BFS
6251
Beacon Financial Strategies
North Carolina
$147M +$7.81M +6% 6.13% 50.4% 35 5.71%
BAM
6252
Byrne Asset Management
New Jersey
$147M +$6.57M +5% 8.08% 116% 584 26.54%
PF
6253
Penney Financial
Texas
$147M +$9.87M +7% 6.11% 37 10.81%
ECP
6254
Epacria Capital Partners
Colorado
$147M +$10.2M +7% 11.2% 89.1% 56 8.93%
MWM
6255
Mosley Wealth Management
California
$147M +$29.1M +25% 5.57% 121 21.49%
CastleKeep Investment Advisors
6256
CastleKeep Investment Advisors
Connecticut
$147M +$16.8M +13% 9.47% 98 7.14%
DAM
6257
Doheny Asset Management
California
$146M +$6.07M +4% 1.83% 135% 77 9.09%
LAM
6258
Lakewood Asset Management
Illinois
$146M +$2.94M +2% 7.95% 65.3% 121 5.79%
G
6259
Greycroft
New York
$146M +$21.7M +17% 16.8% 20% 10 20%
EGP
6260
Entrust Global Partners
New York
$146M -$105M -42% 3.69% 82.3% 8 25%
AI
6261
Axos Invest
Nevada
$146M 6.06% 24
WWM
6262
Wolff Wiese Magana
California
$146M +$20.4M +16% 7.71% 136% 1,029 27.6%
CAAM
6263
Cape Ann Asset Management
United Kingdom
$146M +$29.6M +25% 9.6% 199% 7 28.57%
MLRA
6264
Main Line Retirement Advisors
Montana
$146M +$15.2M +12% 6.08% 37 5.41%
EAM
6265
Everstar Asset Management
North Carolina
$146M 7.64% 194
SIA
6266
Spectrum Investment Advisors
Wisconsin
$146M +$9.2M +7% 5.78% 27 7.41%
PVAMC
6267
PPS&V Asset Management Consultants
Michigan
$146M +$6.19M +4% 5.76% 71.1% 39 5.13%
AIA
6268
Affinity Investment Advisors
California
$146M +$12.6M +9% 9.22% 189% 139 17.99%
SCM
6269
Summerhill Capital Management
Ontario, Canada
$146M +$4.5M +3% 9.51% 20 0%
O3W
6270
Omni 360 Wealth
New Jersey
$146M +$13.9M +11% 6.21% 111 5.41%
CPCP
6271
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 5.4% 65 18.46%
EPIM
6272
Equinox Partners Investment Management
Connecticut
$146M -$9.71M -6% 10.5% 241% 9 0%
CWI
6273
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 6.58% 50 6%
CNWM
6274
Clay Northam Wealth Management
California
$145M +$13.4M +10% 4.74% 107% 94 9.57%
MCM
6275
McDonough Capital Management
Florida
$145M +$7.88M +6% 4.87% 98.1% 47 8.51%