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
EF
6651
Envision Financial
Wisconsin
$150M +$17.3M +13% 6.28% 45 11.11%
SMF
6652
Sterling Manor Financial
New York
$150M +$9.96M +7% 7.6% 42.4% 31 12.9%
HWMC
6653
Heritage Wealth Management (California)
California
$150M +$17M +13% 11.7% 89 8.99%
ULWM
6654
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 7.91% 43.1% 66 7.58%
KPPF
6655
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 9.75% 84 22.62%
AIM
6656
AHL Investment Management
Florida
$150M +$4.72M +3% 4.55% 57.7% 72 8.33%
RB
6657
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 7.98% 65% 164 14.63%
AC
6658
ASB Consultores
Florida
$150M -$4.07M -3% 12.7% 84.6% 163 36.2%
SI
6659
Sapience Investments
California
$150M +$9.76M +7% 11.3% 54.9% 93 9.68%
LAM
6660
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 4.18% 65.3% 104 5.77%
BPFA
6661
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 11.1% 79.7% 114 16.67%
GC
6662
Gould Capital
Washington
$150M +$6.53M +5% 6.08% 60.1% 227 11.89%
FFAS
6663
FIG Financial Advisory Services
Oklahoma
$150M +$7.89M +6% 10.1% 94 64.89%
LG
6664
LAM Group
Oregon
$150M +$13.7M +10% 9% 54.3% 74 2.7%
MG
6665
McHugh Group
Ohio
$150M +$17.4M +13% 15% 72 9.72%
KCM
6666
KRS Capital Management
Michigan
$150M +$23.9M +19% 23.1% 233% 111 11.71%
OA
6667
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 6.31% 46 2.17%
APW
6668
Atlantic Private Wealth
North Carolina
$149M +$13.9M +10% 8.86% 55.7% 257 26.46%
AL
6669
ACAS LLC
California
$149M +$17.8M +14% 8.07% 94 10.64%
TT
6670
TI-Trust
Illinois
$149M -$1.8M -1% 6.72% 85.8% 131 6.11%
GWA
6671
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 9.27% 63 33.33%
IIL
6672
Insight Inv LLC
California
$149M +$3.72M +3% 8.01% 136% 136 16.91%
PBK
6673
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 6.26% 63.3% 336 65.48%
ZRP
6674
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 5.48% 115 78.26%
FF
6675
Farrell Financial
New York
$149M +$11.7M +8% 7.61% 68 10.29%