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
6451
Ehrlich Financial Group
California
$174M -$1.7M -1% 0.76% 130 29.23%
GWAM
6452
Guardian Wealth Advisors (Minnesota)
Minnesota
$174M -$3.37M -2% 0.73% 57.3% 71 11.27%
SCM
6453
Solas Capital Management
Connecticut
$174M -$2.37M -1% 0.36% 41.5% 27 37.04%
BCP
6454
Breakout Capital Partners
New York
$174M +$33.5M +24% 0.95% 8 12.5%
LCWM
6455
Legacy Capital Wealth Management
Texas
$174M +$8.73M +5% 0.21% 75 26.67%
EWM
6456
Echo Wealth Management
Minnesota
$174M +$2.4M +1% 0.2% 41% 49 10.2%
VWWMG
6457
Vermillion & White Wealth Management Group
Pennsylvania
$174M -$10.3M -6% 1.5% 579 89.46%
GRA
6458
Golden Road Advisors
Florida
$174M -$2.04M -1% 3.64% 55 14.55%
FFP
6459
Forbes Financial Planning
Rhode Island
$173M +$2.05M +1% 0.38% 46.7% 38 5.26%
CTEF
6460
Capital Today Evergreen Fund
Cayman Islands
$173M -$43.3M -20% 7.71% 23.7% 3 0%
KIM
6461
Kurv Investment Management
California
$173M +$66.4M +62% 4.55% 74 47.3%
PDN
6462
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 4.46% 36.6% 77 2.6%
DWS
6463
Dynamic Wealth Strategies
California
$173M +$4.87M +3% 0.73% 294 17.01%
MC
6464
Marest Capital
California
$173M -$5.95M -3% 4.48% 32 28.13%
RPSM
6465
Royalty Pharma Sub-Manager
New York
$173M +$1.45M +0.8% 7.38% 4 0%
BAM
6466
Bullseye Asset Management
Colorado
$173M -$12.8M -7% 4.06% 55% 61 8.2%
SCA
6467
Sander Capital Advisors
Washington
$173M -$37.3M -18% 15.1% 68.8% 12 0%
PWM
6468
Peterson Wealth Management
Nevada
$172M +$37.9M +28% 3.14% 78% 167 76.05%
GWCM
6469
Godshalk Welsh Capital Management
Pennsylvania
$172M -$2.64M -2% 0.42% 54.7% 137 9.49%
SCM
6470
Saxony Capital Management
Missouri
$172M +$9.21M +6% 0.82% 182 23.08%
TA
6471
Tiptree Advisors
New York
$172M -$1.1M -0.6% 4.78% 27 44.44%
CRFG
6472
Columbia River Financial Group
Washington
$172M +$9.32M +6% 0.94% 59 10.17%
PSC
6473
Prentiss Smith & Co
Vermont
$172M +$4.84M +3% 0.56% 63.9% 67 5.97%
WCM
6474
Washburn Capital Management
Florida
$172M -$9.51M -5% 2.72% 117% 60 11.67%
SWM
6475
Salvus Wealth Management
New Jersey
$172M -$6.88M -4% 2.7% 104% 142 15.49%