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
SWMP
6401
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 5.76% 70% 107 5.61%
FWM
6402
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 5.21% 50 28%
USPCM
6403
Union Square Park Capital Management
New York
$138M +$24.9M +22% 18% 47.3% 45 55.56%
PWA
6404
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 8.01% 101% 108 17.59%
VAG
6405
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 6.24% 27 0%
SI
6406
SCP Investment
California
$137M -$19.6M -12% 5.71% 48.7% 60 38.33%
CSTB
6407
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 8.72% 1 0%
SWM
6408
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 1.75% 63 19.05%
PWH
6409
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 5.69% 67 22.39%
SC
6410
Settian Capital
New York
$137M +$947K +0.7% 4.75% 54.6% 32 18.75%
KCM
6411
KRS Capital Management
Michigan
$137M +$3.56M +3% 5.58% 233% 119 5.88%
TIM
6412
Thor Investment Management
Ohio
$137M +$9.81M +8% 8.12% 48 10.42%
EWS
6413
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 6.24% 112 22.32%
LAM
6414
Lewis Asset Management
California
$137M +$6.21M +5% 4.8% 136 17.65%
PA
6415
Prossimo Advisors
California
$137M +$26.4M +24% 6.97% 78.4% 143 13.99%
MCM
6416
MidAtlantic Capital Management
Virginia
$137M +$17.7M +15% 6.04% 245 11.43%
CIM
6417
Chapman Investment Management
California
$137M +$5.39M +4% 6.65% 44% 32 3.13%
PIM
6418
Pullen Investment Management
Florida
$137M +$16.1M +13% 9.17% 107 14.02%
WAG
6419
Wallace Advisory Group
California
$137M -$2.23M -2% 3.21% 43.5% 178 0.56%
UIA
6420
Ulland Investment Advisors
Minnesota
$137M -$7.23M -5% 7.72% 154% 232 15.52%
PFP
6421
Paragon Financial Partners
California
$137M +$8.19M +6% 6.6% 80.6% 85 3.53%
AC
6422
Amitell Capital
Singapore
$137M +$16.1M +13% 9.44% 180% 50 40%
SCM
6423
Shorepath Capital Management
Utah
$137M +$6.6M +5% 4.55% 23 4.35%
LFA
6424
Longview Financial Advisors
Alabama
$136M +$4.99M +4% 4.23% 48 12.5%
CIG
6425
Cascade Investment Group
Colorado
$136M +$8.3M +6% 6.98% 86.8% 135 8.89%