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 Avg Holding
Period (Yrs)
Kraft Asset Management
6476
Kraft Asset Management
Tennessee
$119M +$12.4M +12% 10.8% 41% 44 34.09% 1.2
QVIDTVM Management
6477
QVIDTVM Management
Texas
$119M -$10M -8% 0.69% 19.5% 11 18.18% 1
Wilson & Boucher Capital Management
6478
Wilson & Boucher Capital Management
California
$119M +$13.5M +13% 10.4% 69.8% 106 4.72% 1.8
Holistic Planning
6479
Holistic Planning
Texas
$119M – – 9.38% 61.9% 117 – 0
Guardian Investment Management
6480
Guardian Investment Management
California
$119M +$8.69M +8% 10.9% 103% 58 12.07% 5.7
Sound Financial Strategies Group
6481
Sound Financial Strategies Group
Mississippi
$119M -$2.29M -2% 2.2% 27.1% 77 18.18% 1
WCM
6482
W Capital Management
New York
$119M +$1.42M +1% 12.5% – 4 0% 1.9
Martin Capital Advisors
6483
Martin Capital Advisors
Texas
$118M +$15.7M +15% 16.1% 140% 67 7.46% 1.7
Brightwater Advisory
6484
Brightwater Advisory
Florida
$118M – – 9.25% – 52 – 0
Financial Alternatives
6485
Financial Alternatives
California
$118M +$10.4M +10% 9.58% 50.2% 84 11.9% 0.9
Wealth Forward LLC
6486
Wealth Forward LLC
North Dakota
$118M – – 9.75% 48.8% 30 – 0
Cosner Financial Group
6487
Cosner Financial Group
Colorado
$118M +$4.87M +4% 9.68% 56.1% 34 38.24% 0.3
GWMI
6488
Guardian Wealth Management (Illinois)
Illinois
$118M +$11.5M +11% 10.3% 98.1% 265 17.36% 1.5
WWS
6489
Wellington Wealth Strategies
Indiana
$118M – – 9.89% – 94 – 2.7
Campion Asset Management
6490
Campion Asset Management
Virginia
$118M +$9.9M +9% 10.9% 70.2% 100 8% 2.3
Sterling Manor Financial
6491
Sterling Manor Financial
New York
$118M +$7.68M +7% 9.61% – 27 37.04% 1.1
Cambridge Capital Management
6492
Cambridge Capital Management
Illinois
$118M – – 11.5% 55.9% 32 – 0
C2C Wealth Management
6493
C2C Wealth Management
Arizona
$118M -$586M -83% 9.57% 77.2% 237 58.23% 1.8
Foundry Financial Group
6494
Foundry Financial Group
New Hampshire
$118M – – 8.28% 57.4% 51 – 0
ICMP
6495
Integrated Capital Management (Pennsylvania)
Pennsylvania
$118M +$4.71M +4% 6.94% 39.7% 82 9.76% 1.9
Venrock Management VI
6496
Venrock Management VI
California
$118M – – 35.7% – 1 – 3.5
Certus Wealth Management
6497
Certus Wealth Management
California
$118M +$13.3M +13% 9.21% – 59 16.95% 0.4
Exane Asset Management
6498
Exane Asset Management
France
$118M -$6.58M -5% 19.5% 74.5% 10 40% 0.7
Bancreek Capital Management
6499
Bancreek Capital Management
California
$118M +$6.48M +6% 8.88% 33.6% 19 15.79% 1.4
Northwest Financial Advisors
6500
Northwest Financial Advisors
Virginia
$118M – – 10.8% 67% 563 – 0