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
CF
6301
Claris Financial
Virginia
$183M -$5.18M -3% 1.04% 197 19.8%
ACG
6302
Ampersand Capital Group
California
$183M -$41.6M -19% 22% 7 0%
IIL
6303
Insight Inv LLC
California
$183M +$4.37M +2% 4.58% 136% 112 7.14%
WA
6304
WESPAC Advisors
California
$183M -$1.82M -1% 4.73% 112% 211 31.28%
SIA
6305
Stegner Investment Associates
Kentucky
$183M -$5.59M -3% 4.28% 75.3% 32 18.75%
MAM
6306
MWA Asset Management
Massachusetts
$183M +$3.13M +2% 2.78% 174% 133 14.29%
SAS
6307
Sage Advisory Services
Texas
$183M -$1M -0.5% 1.96% 33.9% 49 22.45%
MWP
6308
Meriwether Wealth & Planning
Louisiana
$183M +$5.25M +3% 0.51% 135 15.56%
TCPG
6309
Trivant Custom Portfolio Group
California
$182M +$8.76M +5% 2.35% 86.1% 87 20.69%
WCM
6310
Wisconsin Capital Management
Wisconsin
$182M -$15.6M -8% 1.12% 153% 55 16.36%
RS
6311
R Squared
Hong Kong
$182M -$31.9M -15% 2.25% 696 57.76%
NED
6312
Nancy E. Dempze
$182M -$9.87M -5% 3.12% 59.1% 100 10%
CFG
6313
Cosner Financial Group
Colorado
$182M -$13.9M -7% 1.86% 49.7% 38 13.16%
CFG
6314
Capital Financial Group
Colorado
$182M +$2.76M +2% 2.21% 108 4.63%
OWA
6315
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 0.26% 60 6.67%
TFP
6316
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 1.01% 69.4% 121 9.92%
HIMS
6317
Hager Investment Management Services
New Hampshire
$182M -$1.4M -0.8% 1.29% 343 10.2%
LG
6318
LAM Group
Oregon
$182M +$7.22M +4% 0.96% 54.3% 135 45.19%
AFS
6319
Anderson Financial Strategies
Ohio
$182M +$9.66M +6% 0.13% 39 23.08%
EMB
6320
Elefante Mark B
$182M +$18.6M +11% 2.28% 60 10%
CIA
6321
Cladis Investment Advisory
Montana
$182M -$942K -0.5% 2.31% 97% 166 11.45%
HWM
6322
HFG Wealth Management
Texas
$182M +$329K +0.2% 0.63% 53 7.55%
LIM
6323
Lancaster Investment Management
United Kingdom
$182M -$13.2M -7% 10.6% 18% 10 30%
DCM
6324
Delta Capital Management
New Jersey
$182M +$3.69M +2% 5.12% 125% 106 8.49%
SBCM
6325
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 6.28% 68 2.94%