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
MCM
6551
MontVue Capital Management
Virginia
$126M +$12.6M +11% 1.92% 59 22.03%
AUIM
6552
Aegon USA Investment Management
Iowa
$126M -$22.6M -15% 1.9% 39.9% 36 2.78%
IAP
6553
Indie Asset Partners
Indiana
$126M +$13.2M +12% 9.44% 119% 103 18.45%
PWA
6554
Providence Wealth Advisors
Illinois
$125M +$8.3M +7% 4.63% 112% 84 9.52%
ICMP
6555
Integrated Capital Management (Pennsylvania)
Pennsylvania
$125M +$3.07M +3% 0.33% 38.3% 82 7.32%
PWA
6556
Primoris Wealth Advisors
Florida
$125M +$143K +0.1% 6.09% 182% 111 26.13%
BWG
6557
Berry Wealth Group
Texas
$125M +$4.68M +4% 2.67% 92 20.65%
CPW
6558
Cove Private Wealth
New York
$125M +$8.05M +7% 7.14% 77 5.19%
CC
6559
Copperleaf Capital
North Carolina
$125M +$9.54M +8% 1.44% 102% 95 11.58%
QM
6560
QVIDTVM Management
Texas
$125M +$819K +0.7% 5.41% 19.5% 10 30%
PIS
6561
POM Investment Strategies
North Carolina
$125M +$2.86M +2% 3.09% 332 27.11%
CCM
6562
Crew Capital Management
Ohio
$125M +$1.59M +1% 3.7% 104% 125 15.2%
WWWM
6563
White Wing Wealth Management
Texas
$125M +$4.48M +4% 1.93% 32 15.63%
SHFP
6564
Second Half Financial Partners
Florida
$125M -$99.9M -44% 0.45% 36.8% 70 50%
LWM
6565
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 0.37% 66% 66 31.82%
NFA
6566
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 2.93% 109% 114 9.65%
G
6567
Greycroft
New York
$125M -$18.1M -13% 0.81% 20% 8 12.5%
TIM
6568
Tevis Investment Management
Texas
$124M +$6.88M +6% 2.21% 58.7% 94 11.7%
GAA
6569
Green Alpha Advisors
Colorado
$124M -$13.6M -10% 5.76% 267% 143 4.2%
EWA
6570
Emergent Wealth Advisors
New York
$124M +$8.4M +7% 1.99% 113 12.39%
CIA
6571
Cohen Investment Advisors
New Hampshire
$124M -$29.9M -19% 1.74% 76.2% 78 3.85%
CP
6572
Clayton Partners
California
$124M +$6.6M +6% 4.54% 109% 39 15.38%
D
6573
Dentgroup
Louisiana
$124M +$3.24M +3% 0.97% 53.6% 89 22.47%
KWA
6574
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 2.82% 68.1% 92 31.52%
DJFS
6575
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 0.21% 55.7% 13 7.69%