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)
Capital Wealth Alliance
6326
Capital Wealth Alliance
Arizona
$215M -$5.82M -3% 3.63% 124% 105 17.14% 2.5
Hardin Capital Partners
6327
Hardin Capital Partners
South Carolina
$215M -$153K -0.1% 1.45% – 153 16.34% 1.5
Wealth Intelligence
6328
Wealth Intelligence
Georgia
$215M +$7.32M +4% 5.92% – 59 1.69% 0.4
Mitsubishi UFJ Asset Management (UK)
6329
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$215M +$21.7M +11% 22.3% 151% 108 23.15% 2
FG
6330
Franchise GP
$215M -$56.7M -21% 77.7% – 49 46.94% 0.3
Cornerstone Wealth Partners
6331
Cornerstone Wealth Partners
Michigan
$215M +$38.9M +22% 9.76% – 21 28.57% 0.4
Lipe & Dalton
6332
Lipe & Dalton
New York
$215M +$24.1M +13% 19% 101% 99 12.12% 6.6
Cassady Wealth & Retirement Planning
6333
Cassady Wealth & Retirement Planning
Nevada
$215M +$21.9M +11% 10.1% – 105 4.76% 0.5
Destiny Capital
6334
Destiny Capital
Colorado
$215M +$27.4M +15% 15.2% – 60 15% 2.4
LMHBHCT
6335
Leona M. & Harry B. Helmsley Charitable Trust
New York
$215M -$4.03M -2% 14.4% – 2 0% 0.4
Base Wealth Management
6336
Base Wealth Management
Florida
$215M +$36.3M +20% 11.8% – 66 9.09% 1
Gouws Capital LLC
6337
Gouws Capital LLC
North Carolina
$215M +$26.1M +14% 20.2% 114% 59 8.47% 3.2
Kellett Wealth Advisors
6338
Kellett Wealth Advisors
Ohio
$215M +$30.3M +16% 12.6% 76.3% 98 20.41% 2.1
KCM
6339
KRS Capital Management
Michigan
$215M +$51.7M +32% 49.1% 272% 129 14.73% 2.8
GLR Partners
6340
GLR Partners
Maryland
$215M +$31.5M +17% 15.5% – 118 20.34% 0.2
Crown Oak Advisors
6341
Crown Oak Advisors
California
$215M +$15.4M +8% 6.67% 53.3% 24 8.33% 2.3
Peterson Wealth Management
6342
Peterson Wealth Management
Nevada
$215M +$42.1M +24% 11.5% 78% 202 26.24% 0.8
Riverchase Wealth Management
6343
Riverchase Wealth Management
Texas
$215M +$22.7M +12% 8.42% – 81 12.35% 1.1
Nipun Capital
6344
Nipun Capital
California
$215M +$12.4M +6% 5.89% 30.2% 10 40% 1.6
LifeSteps Financial
6345
LifeSteps Financial
California
$215M +$56.6M +36% 17.5% 98.4% 793 87.77% 0.5
Sowa Financial Group
6346
Sowa Financial Group
Rhode Island
$215M +$12.7M +6% 9.53% 100% 31 9.68% 3.6
Signature Wealth Management Partners
6347
Signature Wealth Management Partners
New Jersey
$214M +$15.1M +8% 16.1% 97.9% 128 14.06% 3.3
Praesidium Investment Management Company
6348
Praesidium Investment Management Company
New York
$214M -$204M -49% 22.2% 79% 12 0% 3.1
Vaughan & Co Securities
6349
Vaughan & Co Securities
New Jersey
$214M +$21.8M +11% 15.3% 70.7% 63 11.11% 4.3
Pinnacle Wealth Management Group
6350
Pinnacle Wealth Management Group
Michigan
$214M +$10.6M +5% 6.93% 64.3% 130 9.23% 2.5