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)
AI
6476
Arrien Investments
Idaho
$139M +$10.6M +8% 7.15% 42.7% 39 5.13% 1.3
ACM
6477
Alethea Capital Management
Washington
$138M +$6.67M +5% 7.76% 275% 50 78% 1.4
DWMS
6478
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 6.43% 59.7% 62 6.45% 1.6
SWMP
6479
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 5.76% 80.4% 107 5.61% 2.7
FWM
6480
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 5.21% – 50 28% 0.6
USPCM
6481
Union Square Park Capital Management
New York
$138M +$24.9M +22% 18% 75.8% 45 55.56% 0.6
PWA
6482
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 8.01% 182% 108 17.59% 1.5
VAG
6483
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 6.24% 52.5% 27 0% 0.8
SI
6484
SCP Investment
California
$137M -$19.6M -12% 5.71% 32.8% 60 38.33% 1.4
CSTB
6485
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 8.72% – 1 0% 0.5
SWM
6486
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 1.75% – 63 19.05% 0.6
PWH
6487
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 5.69% – 67 22.39% 0.6
SC
6488
Settian Capital
New York
$137M +$947K +0.7% 4.75% 62.5% 32 18.75% 1.6
KCM
6489
KRS Capital Management
Michigan
$137M +$3.56M +3% 5.58% 272% 119 5.88% 2.1
TIM
6490
Thor Investment Management
Ohio
$137M +$9.81M +8% 8.12% 122% 48 10.42% 0.7
EWS
6491
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 6.24% – 112 22.32% 0.6
LAM
6492
Lewis Asset Management
California
$137M +$6.21M +5% 4.8% 142% 136 17.65% 0.6
PA
6493
Prossimo Advisors
California
$137M +$26.4M +24% 6.97% 78.4% 143 13.99% 0.7
MCM
6494
MidAtlantic Capital Management
Virginia
$137M +$17.7M +15% 6.04% – 245 11.43% 0.7
CIM
6495
Chapman Investment Management
California
$137M +$5.39M +4% 6.65% 44% 32 3.13% 3.2
ECM
6496
English Capital Management
Michigan
$137M +$17.2M +14% 8.47% – 32 6.25% 0.7
PIM
6497
Pullen Investment Management
Florida
$137M +$16.1M +13% 9.17% – 107 14.02% 0.4
WAG
6498
Wallace Advisory Group
California
$137M -$2.23M -2% 3.21% 50.9% 178 0.56% 1.3
UIA
6499
Ulland Investment Advisors
Minnesota
$137M -$7.23M -5% 7.72% 161% 232 15.52% 2.1
PFP
6500
Paragon Financial Partners
California
$137M +$8.19M +6% 6.6% 90.6% 85 3.53% 2.3