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)
PFA
6776
Pillar Financial Advisors
Kentucky
$145M +$10.6M +8% 6.14% – 111 1.8% 0.5
VAG
6777
Vannoy Advisory Group
Texas
$145M +$9.83M +7% 6.95% 52.5% 27 3.7% 1.4
ALM
6778
Argosy-Lionbridge Management
New York
$145M -$5.23M -3% 4.59% – 13 15.38% 0.4
PWAM
6779
Pinnacle West Asset Management
Wyoming
$145M +$6.2M +4% 7.94% 100% 113 0.88% 2
VFS
6780
Valpey Financial Services
New Hampshire
$145M – – 7.07% – 67 – 0
E
6781
EntreWealth
Texas
$145M +$14.5M +11% 6.51% – 68 16.18% 0.4
CIA
6782
Christian Investment Advisors
Texas
$145M +$744K +0.5% 5.59% – 14 28.57% 0.4
NA
6783
Note Advisors
New York
$145M +$23.5M +19% 5.72% – 78 10.26% 0.5
BDS
6784
Banco de Sabadell
Florida
$145M +$13M +10% 9.07% 75.1% 65 13.85% 5.2
MAG
6785
M3 Advisory Group
Massachusetts
$145M +$18M +14% 11.6% – 151 11.26% 1.2
SA
6786
SFI Advisors
New Jersey
$145M +$9.21M +7% 12.2% 82.9% 79 36.71% 2
CFS
6787
Coordinated Financial Services
Colorado
$144M +$13.9M +11% 8.15% – 152 11.84% 1
BCP
6788
Bluegrass Capital Partners
Florida
$144M +$27.6M +24% 15.9% 60.1% 12 16.67% 2.5
CWM
6789
Challenger Wealth Management
California
$144M +$18M +14% 11.4% – 120 18.33% 0.4
ALS
6790
Andrew L. Share
$144M +$7.1M +5% 7.27% 14.8% 13 0% 2
PCP
6791
Panoramic Capital Partners
Oregon
$144M +$47.2M +49% 9.99% – 62 20.97% 0.4
D
6792
Dentgroup
Louisiana
$144M +$10.8M +8% 7.81% 53.6% 95 18.95% 2.2
NPFS
6793
Novak & Powell Financial Services
Florida
$144M -$16.6M -10% 9.4% – 156 8.97% 1.3
DWMS
6794
Dominguez Wealth Management Solutions
Virginia
$144M +$7.59M +6% 4.17% 59.7% 62 3.23% 2.2
AE
6795
Axon Enterprise
Arizona
$144M -$30.9M -18% 17.7% – 1 0% 0.5
WAM
6796
Wernau Asset Management
Massachusetts
$144M +$15.9M +12% 5.19% – 49 6.12% 0.5
BF
6797
Brucke Financial
Indiana
$144M +$28.7M +25% 10.6% – 148 6.76% 0.5
DSCM
6798
Del-Sette Capital Management
New York
$144M +$16.5M +13% 12.6% 108% 51 35.29% 1.4
CMS
6799
Capital Market Strategies
Florida
$144M -$6.01M -4% 17.5% 120% 153 15.69% 1.9
IPAM
6800
Investment Partners Asset Management
New Jersey
$144M +$16.3M +13% 9.43% 86.1% 157 7.01% 1.3