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)
J. Hagan Capital
6326
J. Hagan Capital
Kentucky
$216M +$30.5M +16% 13.9% – 96 17.71% 0.8
AUA Capital Management
6327
AUA Capital Management
Pennsylvania
$216M +$20.1M +10% 11.6% 70.2% 85 7.06% 6.7
Petra Financial Advisors
6328
Petra Financial Advisors
Colorado
$216M +$54.1M +33% 18.6% 129% 184 45.11% 1.3
FOCUS Wealth Advisors
6329
FOCUS Wealth Advisors
Texas
$216M +$11.1M +5% 13.8% 68.7% 69 26.09% 3.2
CWMA
6330
Capstone Wealth Management (Alabama)
Alabama
$216M +$72.1M +50% 15.8% – 189 74.07% 0.4
Capital Wealth Alliance
6331
Capital Wealth Alliance
Arizona
$215M -$5.82M -3% 3.63% 124% 105 17.14% 2.5
Hardin Capital Partners
6332
Hardin Capital Partners
South Carolina
$215M -$153K -0.1% 1.45% – 153 16.34% 1.5
Wealth Intelligence
6333
Wealth Intelligence
Georgia
$215M +$7.32M +4% 5.92% – 59 1.69% 0.4
Mitsubishi UFJ Asset Management (UK)
6334
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$215M +$21.7M +11% 22.3% 151% 108 23.15% 2
FG
6335
Franchise GP
$215M -$56.7M -21% 77.7% – 49 46.94% 0.3
Cornerstone Wealth Partners
6336
Cornerstone Wealth Partners
Michigan
$215M +$38.9M +22% 9.76% – 21 28.57% 0.4
Lipe & Dalton
6337
Lipe & Dalton
New York
$215M +$24.1M +13% 19% 101% 99 12.12% 6.6
Cassady Wealth & Retirement Planning
6338
Cassady Wealth & Retirement Planning
Nevada
$215M +$21.9M +11% 10.1% – 105 4.76% 0.5
Destiny Capital
6339
Destiny Capital
Colorado
$215M +$27.4M +15% 15.2% 60.5% 60 15% 2.4
LMHBHCT
6340
Leona M. & Harry B. Helmsley Charitable Trust
New York
$215M -$4.03M -2% 14.4% – 2 0% 0.4
Base Wealth Management
6341
Base Wealth Management
Florida
$215M +$36.3M +20% 11.8% – 66 9.09% 1
Gouws Capital LLC
6342
Gouws Capital LLC
North Carolina
$215M +$26.1M +14% 20.2% 114% 59 8.47% 3.2
Kellett Wealth Advisors
6343
Kellett Wealth Advisors
Ohio
$215M +$30.3M +16% 12.6% 76.3% 98 20.41% 2.1
KCM
6344
KRS Capital Management
Michigan
$215M +$51.7M +32% 49.1% 272% 129 14.73% 2.8
GLR Partners
6345
GLR Partners
Maryland
$215M +$31.5M +17% 15.5% – 118 20.34% 0.2
Crown Oak Advisors
6346
Crown Oak Advisors
California
$215M +$15.4M +8% 6.67% 53.3% 24 8.33% 2.3
Peterson Wealth Management
6347
Peterson Wealth Management
Nevada
$215M +$42.1M +24% 11.5% 88.9% 202 26.24% 0.8
Riverchase Wealth Management
6348
Riverchase Wealth Management
Texas
$215M +$22.7M +12% 8.42% – 81 12.35% 1.1
Nipun Capital
6349
Nipun Capital
California
$215M +$12.4M +6% 5.89% 30.2% 10 40% 1.6
LifeSteps Financial
6350
LifeSteps Financial
California
$215M +$56.6M +36% 17.5% 98.4% 793 87.77% 0.5