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
LAIC
6326
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 6.86% 75.5% 88 9.09%
LC
6327
Lakehouse Capital
Australia
$142M -$623K -0.4% 9.17% 47.2% 14 7.14%
ZRP
6328
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 6.9% 129 17.05%
PS
6329
Pennant Select
New Jersey
$142M -$588K -0.4% 11.6% 10 0%
GWMI
6330
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 8.5% 103% 247 6.07%
MMRF
6331
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 7.39% 52.2% 29 17.24%
UWM
6332
Udine Wealth Management
Florida
$142M -$1.82M -1% 4.12% 127% 30 26.67%
MC
6333
Muzinich & Co
New York
$142M +$10.8M +8% 2.93% 9.67% 58 36.21%
PWM
6334
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 6.06% 223 21.52%
FF
6335
Farrell Financial
New York
$142M +$13.2M +10% 6.14% 71 11.27%
SGEFP
6336
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 35.9% 1 0%
RCWM
6337
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 6.36% 83.8% 99 13.13%
SCM
6338
Sheridan Capital Management
California
$142M +$6.98M +5% 4.85% 27 11.11%
PA
6339
Promethium Advisors
Maryland
$142M 8.87% 133
MSK
6340
Melissa S. Kampmann
$141M +$4.51M +3% 5.87% 70.4% 41 2.44%
WWM
6341
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 4.51% 146 54.11%
BFA
6342
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 7.67% 66.3% 37 16.22%
RLWM
6343
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 6.37% 69.9% 59 6.78%
AWP
6344
Avid Wealth Partners
Texas
$141M +$12.6M +10% 4.68% 46 21.74%
CV
6345
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 5.78% 70 10%
LG
6346
LAM Group
Oregon
$141M +$22.6M +19% 8.11% 54.3% 133 2.26%
F4L
6347
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 4.6% 78.9% 27 18.52%
SRSA
6348
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 7.48% 36.7% 86 61.63%
BFS
6349
Burr Financial Services
California
$141M -$2.03M -1% 1.97% 30 13.33%
PP
6350
Pingora Partners
Wyoming
$141M -$51.4K -0% 12.6% 237 8.02%