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
I
6401
Immersion
Florida
$156M 6.67% 5
ACM
6402
AUA Capital Management
Pennsylvania
$156M -$16.9M -10% 1.01% 61.4% 84 10.71%
CCM
6403
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 0.82% 95.3% 72 15.28%
CAM
6404
Crown Advisors Management
California
$156M +$310K +0.2% 5.05% 284% 44 22.73%
UWM
6405
Udine Wealth Management
Florida
$156M +$14M +10% 10.5% 127% 34 26.47%
CFIM
6406
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 8.62% 31 48.39%
TDC
6407
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 19.6% 188% 151 29.8%
KWAG
6408
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 0.11% 318 3.14%
KCM
6409
Knoll Capital Management
Florida
$155M -$60.5M -28% 0.46% 260% 36 2.78%
FWA
6410
FSC Wealth Advisors
New York
$155M +$16M +12% 0.92% 34.3% 329 18.84%
MCA
6411
Martin Capital Advisors
Texas
$155M +$14.8M +11% 5.52% 117% 70 5.71%
USPCM
6412
Union Square Park Capital Management
New York
$155M +$17.3M +13% 0.88% 75.8% 45 51.11%
LWP
6413
Laurel Wealth Planning
Minnesota
$155M +$1.92M +1% 1.97% 53.1% 55 3.64%
EIM
6414
Ervin Investment Management
Washington
$155M -$838K -0.5% 3.39% 84.3% 39 5.13%
SVBP
6415
Strategic Value Bank Partners
Ohio
$155M -$7.89M -5% 5.73% 98.1% 18 22.22%
LWA
6416
Ledgewood Wealth Advisors
New Hampshire
$155M +$6.45M +4% 1.41% 73 6.85%
GWCM
6417
Godshalk Welsh Capital Management
Pennsylvania
$155M -$3.29M -2% 0.17% 61.1% 126 6.35%
CNWM
6418
Clay Northam Wealth Management
California
$155M +$9.58M +7% 6.43% 107% 98 12.24%
NC
6419
Nipun Capital
California
$155M -$3.43M -2% 8.9% 9 33.33%
FOFP
6420
Fee-Only Financial Planning
South Carolina
$155M -$1.28M -0.8% 1.31% 65.9% 40 0%
KA
6421
Kearns & Associates
California
$155M +$3.07M +2% 1.28% 69.4% 44 4.55%
OWG
6422
Oxford Wealth Group
Florida
$155M +$31.8M +26% 3.17% 62 14.52%
WG
6423
Wealth Group
North Carolina
$155M +$5.58M +4% 1.28% 164 9.76%
CFAM
6424
Center For Asset Management
Florida
$154M -$12.9M -8% 0.27% 60.7% 132 18.94%
TF
6425
Tenon Financial
New Jersey
$154M +$3.45M +2% 0.68% 49 16.33%