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
VFS
6776
Valpey Financial Services
New Hampshire
$145M 7.07% 67
E
6777
EntreWealth
Texas
$145M +$14.5M +11% 6.51% 68 16.18%
CIA
6778
Christian Investment Advisors
Texas
$145M +$744K +0.5% 5.59% 14 28.57%
NA
6779
Note Advisors
New York
$145M +$23.5M +19% 5.72% 78 10.26%
BDS
6780
Banco de Sabadell
Florida
$145M +$13M +10% 9.07% 75.1% 65 13.85%
MAG
6781
M3 Advisory Group
Massachusetts
$145M +$18M +14% 11.6% 151 11.26%
SA
6782
SFI Advisors
New Jersey
$145M +$9.21M +7% 12.2% 82.9% 79 36.71%
CFS
6783
Coordinated Financial Services
Colorado
$144M +$13.9M +11% 8.15% 152 11.84%
BCP
6784
Bluegrass Capital Partners
Florida
$144M +$27.6M +24% 15.9% 60.1% 12 16.67%
CWM
6785
Challenger Wealth Management
California
$144M +$18M +14% 11.4% 120 18.33%
ALS
6786
Andrew L. Share
$144M +$7.1M +5% 7.27% 14.8% 13 0%
PCP
6787
Panoramic Capital Partners
Oregon
$144M +$47.2M +49% 9.99% 62 20.97%
D
6788
Dentgroup
Louisiana
$144M +$10.8M +8% 7.81% 53.6% 95 18.95%
NPFS
6789
Novak & Powell Financial Services
Florida
$144M -$16.6M -10% 9.4% 156 8.97%
DWMS
6790
Dominguez Wealth Management Solutions
Virginia
$144M +$7.59M +6% 4.17% 47.2% 62 3.23%
AE
6791
Axon Enterprise
Arizona
$144M -$30.9M -18% 17.7% 1 0%
WAM
6792
Wernau Asset Management
Massachusetts
$144M +$15.9M +12% 5.19% 49 6.12%
BF
6793
Brucke Financial
Indiana
$144M +$28.7M +25% 10.6% 148 6.76%
DSCM
6794
Del-Sette Capital Management
New York
$144M +$16.5M +13% 12.6% 108% 51 35.29%
CMS
6795
Capital Market Strategies
Florida
$144M -$6.01M -4% 17.5% 120% 153 15.69%
IPAM
6796
Investment Partners Asset Management
New Jersey
$144M +$16.3M +13% 9.43% 157 7.01%
AWA
6797
Authentikos Wealth Advisory
California
$144M +$15.8M +12% 5.02% 43.5% 70 37.14%
BRWM
6798
Blue Rock Wealth Management
North Carolina
$144M +$25.7M +22% 10.9% 106 12.26%
FWMM
6799
Foundation Wealth Management (Missouri)
Missouri
$144M +$15.9M +12% 10% 64% 45 4.44%
CWA
6800
Clearview Wealth Advisors
Oregon
$144M +$9.7M +7% 7.31% 45.2% 106 11.32%