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
SWM
6326
SFG Wealth Management
Maryland
$90.3M +$9.27M +11% 7.79% 82.1% 95 31.58%
CWMGP
6327
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$90.2M -$2.72M -3% 6.75% 52.8% 66 22.73%
BCP
6328
Bluegrass Capital Partners
Florida
$90.1M +$9.72M +12% 7.9% 56.2% 14 21.43%
WCM
6329
Wavelength Capital Management
Connecticut
$89.8M +$5.44M +6% 2.26% 13 7.69%
PGWM
6330
Pitti Group Wealth Management
New York
$89.6M +$5.8M +7% 8.92% 62% 72 11.11%
EPL
6331
EDBI Pte Ltd
Singapore
$89.3M +$10.8M +14% 14.6% 6.21% 20 5%
HPM
6332
Hudson Portfolio Management
New York
$89.3M -$1.11M -1% 4.24% 108 10.19%
RHCA
6333
Rosenthal Henry Capital Advisors
Indiana
$89M -$22.6M -20% 13.2% 61.7% 50 18%
AFP
6334
Alpha Financial Partners
Kentucky
$88.9M +$6.43M +8% 4.33% 51.3% 92 15.22%
KCM
6335
KRS Capital Management
Michigan
$88.8M +$15.7M +21% 24.1% 233% 115 12.17%
PHIMC
6336
Private Harbour Investment Management & Counsel
Ohio
$88.8M -$1.89M -2% 7.32% 95.1% 47 6.38%
OCM
6337
Orser Capital Management
Texas
$88.7M +$19.4M +28% 15% 122% 54 18.52%
MCM
6338
M28 Capital Management
Connecticut
$88.4M -$16.5M -16% 12.9% 219% 14 0%
MSAGDF
6339
Moneda SA Administradora General de Fondos
Chile
$88.4M -$32.5M -27% 2.9% 31.4% 44 20.45%
PCU
6340
Palliser Capital (UK)
United Kingdom
$88.3M +$47.2M +115% 3.54% 74.2% 11 54.55%
SWM
6341
Seed Wealth Management
Illinois
$88.3M +$955K +1% 4.63% 49.1% 138 10.14%
SAM
6342
Sequent Asset Management
Texas
$88.2M -$60.2M -41% 5.01% 51.3% 72 23.61%
RWMG
6343
Redwood Wealth Management Group
New Jersey
$88.2M +$8.08M +10% 8.93% 74.1% 162 12.35%
FNA
6344
First National Advisers
Nebraska
$88.2M +$10.1M +13% 8.96% 87.9% 114 8.77%
HC
6345
Hoese & Co
Minnesota
$88.2M -$6.98M -7% 4.12% 46.3% 177 5.65%
MFP
6346
Meridian Financial Partners
Virginia
$88.1M -$880K -1% 3.13% 73.1% 51 9.8%
ULWM
6347
Upper Left Wealth Management
Florida
$88.1M +$3.45M +4% 4.97% 43.1% 56 10.71%
SLFPAM
6348
St. Louis Financial Planners Asset Management
Missouri
$87.9M -$14.4M -14% 3.51% 136% 42 61.9%
HA
6349
HFG Advisors
Ohio
$87.8M +$2.69M +3% 4.04% 54.8% 99 17.17%
BAM
6350
Bosun Asset Management
Illinois
$87.6M +$17M +24% 6.93% 240% 84 23.81%