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
EFG
6376
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 5.88% 63.3% 26 11.54%
MCM
6377
Mork Capital Management
California
$140M +$12M +9% 6.62% 45.7% 107 0.93%
BWG
6378
Berry Wealth Group
Texas
$140M +$14.3M +11% 8.91% 101 23.76%
PWAM
6379
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% 78.2% 114 8.77%
DWG
6380
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% 109 11.93%
CCA
6381
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 6.32% 79 1.27%
WA
6382
Westfuller Advisors
New York
$139M 4.81% 82
FWA
6383
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 53.6% 320 17.81%
VBCG
6384
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 106% 118 5.93%
BSTWA
6385
Blake Schutter Theil Wealth Advisors
Ohio
$139M 6.59% 158
MCM
6386
Moon Capital Management
New York
$139M +$21M +18% 9.84% 95.6% 21 33.33%
KAM
6387
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 67.1% 19 5.26%
MA
6388
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% 38 15.79%
MGW
6389
MB Generational Wealth
Washington
$139M +$9.85M +8% 6.62% 61 18.03%
LIA
6390
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% 815 82.58%
BCG
6391
BayBridge Capital Group
California
$139M +$11M +9% 6.11% 102 28.43%
SRA
6392
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.18% 136 27.21%
CP
6393
Clayton Partners
California
$139M +$14.5M +12% 8.98% 99% 40 15%
FFP
6394
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 46.7% 31 6.45%
1IA
6395
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 68.9% 728 21.43%
CBCM
6396
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.31% 39.2% 5 0%
VVA
6397
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 48.8% 154% 6 16.67%
AI
6398
Arrien Investments
Idaho
$139M +$10.6M +8% 7.15% 36.9% 39 5.13%
ACM
6399
Alethea Capital Management
Washington
$138M +$6.67M +5% 7.76% 200% 50 78%
DWMS
6400
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 6.43% 47.2% 62 6.45%