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
DWM
6351
Defined Wealth Management
Oregon
$162M +$12.9M +9% 10.2% 70.3% 112 8.93%
KCM
6352
Kerusso Capital Management
North Carolina
$162M +$4.34M +3% 5.29% 58 6.9%
FOFP
6353
Fee-Only Financial Planning
South Carolina
$162M +$15M +10% 10.1% 54.6% 43 9.3%
TFA
6354
Tranquilli Financial Advisor
New Jersey
$162M +$3.52M +2% 7.6% 47.8% 122 18.03%
ECM
6355
Empirical Capital Management
Tennessee
$162M +$20.7M +15% 22.3% 17 35.29%
WWM
6356
Wolff Wiese Magana
California
$161M +$14.6M +10% 13.6% 136% 1,055 12.51%
QFW
6357
QTR Family Wealth
Florida
$161M +$28.8M +22% 13.5% 198 24.24%
HC
6358
Hara Capital
Washington
$161M +$13.3M +9% 4.45% 347 17.87%
PBPIA
6359
Pivotal bioVenture Partners Investment Advisor
California
$161M +$37.8M +31% 42.9% 731% 12 8.33%
GP
6360
Gridiron Partners
Pennsylvania
$161M +$4.89M +3% 2.16% 64 4.69%
MHFA
6361
Mission Hills Financial Advisory
California
$161M +$17.1M +12% 2.48% 47 34.04%
O3W
6362
Omni 360 Wealth
New Jersey
$161M +$11.8M +8% 7.66% 118 12.71%
FFC
6363
Frederick Financial Consultants
Maryland
$161M +$22.4M +16% 10% 105 15.24%
HFS
6364
Hoge Financial Services
Pennsylvania
$161M +$17.8M +12% 8.63% 64 12.5%
AIMA
6365
Ables Iannone Moore & Associates
Georgia
$161M +$14M +10% 11.6% 58 5.17%
FNBOH
6366
First National Bank of Hutchinson
Kansas
$161M +$9.28M +6% 15.4% 94.8% 94 15.96%
HCCM
6367
Hudson Canyon Capital Management
New York
$161M +$18.7M +13% 19.1% 160% 57 15.79%
IAA
6368
Independence Asset Advisors
Pennsylvania
$161M +$130M +421% 1.14% 17 23.53%
SFP
6369
Strategic Financial Planning
Texas
$161M +$15.6M +11% 9.14% 35% 38 7.89%
BWS
6370
Broadway Wealth Solutions
Texas
$161M +$23.6M +17% 7.93% 99 16.16%
KWM
6371
Kingsman Wealth Management
Florida
$161M +$23.7M +17% 25.5% 72 23.61%
TCP
6372
TSG Consumer Partners
California
$160M +$15.6M +11% 10.7% 5.06% 1 0%
PFS
6373
Prospect Financial Services
New York
$160M -$20M -11% 12.3% 120 23.33%
ES
6374
Element Squared
Minnesota
$160M 13.3% 55
SG
6375
Straightline Group
Michigan
$160M +$5.6M +4% 4.67% 13 7.69%