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
KWA
6376
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 5.45% 68.1% 77 19.48%
CWA
6377
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 4.15% 52 7.69%
SFC
6378
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 7.46% 71 5.63%
SWM
6379
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 4.86% 292 17.12%
OCM
6380
Orser Capital Management
Texas
$140M +$6.93M +5% 5.89% 122% 41 2.44%
CCCPV
6381
Castle Creek Capital Partners VI
California
$140M +$19M +16% 31.3% 4 25%
SWM
6382
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 5.11% 36 25%
AIFAIM
6383
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 6% 72.8% 146 13.01%
LM
6384
Lansing Management
New York
$140M +$38.8M +38% 12.5% 76.9% 7 28.57%
RFO
6385
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 6.07% 86 11.63%
RAS
6386
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 6.05% 98 23.47%
TT
6387
TI-Trust
Illinois
$140M +$9.91M +8% 7.53% 85.8% 127 5.51%
DAM
6388
Draper Asset Management
New York
$140M +$7.48M +6% 3.6% 153% 28 35.71%
WCM
6389
Washburn Capital Management
Florida
$140M -$541K -0.4% 4.86% 117% 40 10%
EFG
6390
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 63.3% 26 11.54%
MCM
6391
Mork Capital Management
California
$140M +$12M +9% 6.62% 61.9% 107 0.93%
BWG
6392
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% 101 23.76%
PWAM
6393
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% 100% 114 8.77%
DWG
6394
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% 109 11.93%
CCA
6395
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 6.32% 79 1.27%
WA
6396
Westfuller Advisors
New York
$139M 4.81% 82
FWA
6397
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 34.3% 320 17.81%
VBCG
6398
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 106% 118 5.93%
BSTWA
6399
Blake Schutter Theil Wealth Advisors
Ohio
$139M 6.59% 158
MCM
6400
Moon Capital Management
New York
$139M +$21M +18% 9.84% 76.3% 21 33.33%