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
CFG
6626
Carter Financial Group
Illinois
$193M +$31.2M +19% 19.9% 146 21.92%
QAM
6627
QSM Asset Management
United Kingdom
$193M -$11.3M -6% 16% 26 11.54%
LF
6628
Lighthouse Financial
Florida
$193M +$27M +16% 21.4% 81 9.88%
MAG
6629
M3 Advisory Group
Massachusetts
$193M +$30.6M +19% 20.8% 167 17.37%
MF
6630
Manuka Financial
Virginia
$193M +$30.7M +19% 12.4% 59 11.86%
OCM
6631
Occam Crest Management
Connecticut
$193M +$27.9M +17% 45.8% 44 54.55%
WAM
6632
Wernau Asset Management
Massachusetts
$193M +$49.1M +34% 11.4% 53 9.43%
MSF
6633
Mustard Seed Financial
Arkansas
$192M +$25.6M +15% 8.51% 101 12.87%
EWA
6634
Emergent Wealth Advisors
New York
$192M +$23.2M +14% 16.1% 133 14.29%
AFS
6635
Anderson Financial Strategies
Ohio
$192M +$10.5M +6% 10.3% 41 34.15%
RB
6636
Richmond Brothers
Michigan
$192M +$42.1M +28% 16% 77.2% 97 63.92%
KPPF
6637
Klein Pavlis & Peasley Financial
California
$192M +$11.2M +6% 9.43% 96 10.42%
HEM
6638
Henson-Edgewater Management
Ohio
$192M +$34.8M +22% 30.5% 70 11.43%
CF
6639
Cyr Financial
Illinois
$192M +$22.1M +13% 7.62% 63 9.52%
SF
6640
Seros Financial
Arizona
$192M +$34.9M +22% 19.4% 69 20.29%
AIM
6641
Atlantic Investment Management
New York
$192M +$20.3M +12% 4.87% 28.8% 14 28.57%
CWR
6642
Chico Wealth RIA
California
$192M +$28.2M +17% 17.3% 74.7% 49 24.49%
BCG
6643
BayBridge Capital Group
California
$192M +$30.5M +19% 12.7% 106 19.81%
GCM
6644
Granby Capital Management
Florida
$192M +$17.2M +10% 9.8% 50% 15 13.33%
WWWM
6645
White Wing Wealth Management
Texas
$192M +$25.1M +15% 15.2% 44 25%
PFA
6646
Presper Financial Architects
Ohio
$192M +$23.4M +14% 17.5% 58 18.97%
SFP
6647
Strategic Financial Planning
Texas
$192M +$20.7M +12% 12.4% 47.5% 69 82.61%
HPM
6648
H. Partners Management
New York
$191M +$37.7M +25% 19.1% 13.5% 2 0%
EMCIP
6649
Ewing Morris & Co Investment Partners
Ontario, Canada
$191M -$30.7M -14% 12.4% 63.5% 101 26.73%
AA
6650
Atmos Advisory
Pennsylvania
$191M +$15.2M +9% 7.56% 30.2% 20 0%