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
PWAM
6451
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 7.7% 100% 114 8.77%
DWG
6452
Darden Wealth Group
Michigan
$139M -$26.6M -16% 2.56% 109 11.93%
CCA
6453
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 6.32% 79 1.27%
WA
6454
Westfuller Advisors
New York
$139M 4.81% 82
FWA
6455
FSC Wealth Advisors
New York
$139M +$3.84M +3% 6.09% 34.3% 320 17.81%
VBCG
6456
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 7.95% 106% 118 5.93%
BSTWA
6457
Blake Schutter Theil Wealth Advisors
Ohio
$139M 6.59% 158
MCM
6458
Moon Capital Management
New York
$139M +$21M +18% 9.84% 76.3% 21 33.33%
OFS
6459
OneAscent Financial Services
Alabama
$139M -$579M -81% 8.07% 63.8% 341 73.02%
KAM
6460
Kopion Asset Management
Texas
$139M -$2.01M -1% 5.22% 67.1% 19 5.26%
MA
6461
Marquette Associates
Illinois
$139M +$6.16M +5% 6.2% 38 15.79%
MGW
6462
MB Generational Wealth
Washington
$139M +$9.85M +8% 6.62% 61 18.03%
LIA
6463
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 7.54% 815 82.58%
BCG
6464
BayBridge Capital Group
California
$139M +$11M +9% 6.11% 102 28.43%
SRA
6465
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 4.18% 136 27.21%
CP
6466
Clayton Partners
California
$139M +$14.5M +12% 8.98% 109% 40 15%
FFP
6467
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 6.09% 46.7% 31 6.45%
1IA
6468
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 7.07% 68.9% 728 21.43%
CBCM
6469
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 6.31% 46.8% 5 0%
VVA
6470
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 48.8% 154% 6 16.67%
AI
6471
Arrien Investments
Idaho
$139M +$10.6M +8% 7.15% 42.7% 39 5.13%
ACM
6472
Alethea Capital Management
Washington
$138M +$6.67M +5% 7.76% 275% 50 78%
DWMS
6473
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 6.43% 47.2% 62 6.45%
SWMP
6474
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 5.76% 80.4% 107 5.61%
FWM
6475
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 5.21% 50 28%