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 Time
Held (Qtrs)
IJWM
6726
Inman Jager Wealth Management
Mississippi
$188M +$16.8M +10% 9.78% – 92 10.87% 5.1
PR
6727
PSP Research
Pennsylvania
$188M +$46.6M +33% 15.6% – 89 26.97% 1.5
TCPG
6728
Trivant Custom Portfolio Group
California
$188M +$5.39M +3% 15.3% 86.1% 91 19.78% 7.7
KCPT
6729
Kingstone Capital Partners Texas
Texas
$188M +$25.4M +16% 17.9% – 66 22.73% 4.5
DWS
6730
Dynamic Wealth Strategies
California
$188M +$14.9M +9% 10.7% – 295 3.73% 5.1
AIMA
6731
Ables Iannone Moore & Associates
Georgia
$188M +$19.5M +12% 13.3% 116% 63 7.94% 8.2
NCPF
6732
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$188M -$12.5M -6% 0.22% – 1 0% 6
CFP
6733
Comprehensive Financial Planning
Pennsylvania
$188M +$43.2M +30% 36.3% – 444 16.67% 4.4
SLFPAM
6734
St. Louis Financial Planners Asset Management
Missouri
$188M +$11.1M +6% 36.9% 136% 45 60% 2.9
TCM
6735
Thoma Capital Management
Maryland
$188M +$18.4M +11% 14.4% – 59 16.95% 5.3
ASM
6736
AI-Squared Management
Hong Kong
$187M +$50.1M +36% 47.9% – 27 59.26% 1.5
IC
6737
Innealta Capital
Texas
$187M +$26.4M +16% 12.2% 63.7% 102 37.25% 8.5
FF
6738
Farrow Financial
Vermont
$187M +$11.2M +6% 10.3% – 56 7.14% 8
CVSC
6739
C.V. Starr & Co
New York
$187M -$4.47M -2% 1.12% – 5 0% 7.2
PFP
6740
Paragon Financial Partners
California
$187M +$10.7M +6% 13.9% 90.6% 80 3.75% 14.3
MAG
6741
Meadowbrook Advisors Group
New Jersey
$187M +$18.9M +11% 16.4% – 180 30.56% 1.4
JIM
6742
JCP Investment Management
Texas
$187M +$36.8M +24% 23.1% 94.7% 32 43.75% 3.5
MSA
6743
McAlister Sweet & Associates
Texas
$187M +$26.5M +17% 15.2% 83.6% 44 34.09% 6
WSFG
6744
Wall Street Financial Group
Illinois
$187M +$18.2M +11% 33.2% – 670 82.69% 3.8
OO
6745
Obsido Oy
$187M +$21.7M +13% 11.2% – 20 0% 6
WP
6746
Warburg Pincus
New York
$187M -$156M -46% 8.26% 3.59% 4 100% 0
HCCM
6747
Hudson Canyon Capital Management
New York
$187M +$23.6M +14% 35.3% 160% 55 14.55% 13.3
LLI
6748
LTS Liquid Investments
$187M +$80.1M +75% 7.45% – 9 33.33% 1.4
PWP
6749
Ponta Wealth Partners
Florida
$187M +$62.5M +50% 23.1% – 204 34.8% 1.2
OC
6750
Opinicus Capital
Florida
$187M +$45M +32% 23.8% – 111 17.12% 7.3