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
PC
6801
Promus Capital
Illinois
$132M +$1.37M +1% 0.01% 315 5.71%
DAM
6802
Diamant Asset Management
Connecticut
$132M -$24.6M -16% 0.92% 66.9% 74 2.7%
BI
6803
Bradyco Inc
Massachusetts
$132M -$30.2M -19% 0.34% 52 5.77%
BDS
6804
Banco de Sabadell
Florida
$132M +$4.08M +3% 0.94% 75.1% 59 6.78%
DWM
6805
DecisionMap Wealth Management
Virginia
$131M +$5.29M +4% 1.46% 122 12.3%
OC
6806
OxenFree Capital
Florida
$131M -$1.69M -1% 2.78% 43 4.65%
AL
6807
ACAS LLC
California
$131M -$3.65M -3% 1.54% 89 7.87%
AZ
6808
Alpha Zero
Florida
$131M -$3.24M -2% 2.55% 74 21.62%
RFS
6809
Richardson Financial Services
Massachusetts
$131M -$10.9M -8% 0.37% 652 14.72%
RFN
6810
Redwood Financial Network
Ohio
$131M -$2.91M -2% 3.42% 74.1% 169 11.83%
DF
6811
Define Financial
California
$131M -$1.21M -0.9% 0.32% 35 8.57%
BWM
6812
Base Wealth Management
Florida
$131M 0.48% 52
AIC
6813
Argus Investors Counsel
New York
$131M -$18.5M -12% 2.91% 124% 120 7.5%
GCA
6814
Gallagher Capital Advisors
Texas
$131M -$5.97M -4% 5.22% 70 12.86%
POIA
6815
Pin Oak Investment Advisors
Texas
$131M +$21.2M +19% 1.35% 62.7% 490 10%
MWM
6816
Moulton Wealth Management
Washington
$131M +$940K +0.7% 3.08% 47.1% 51 49.02%
SW
6817
Schulz Wealth
Texas
$131M +$907K +0.7% 1.91% 64 6.25%
TFM
6818
Trademark Financial Management
Minnesota
$131M +$5.18M +4% 1.02% 99 21.21%
AIFAIM
6819
American Institute for Advanced Investment Management
Arizona
$131M -$3.1M -2% 2.94% 72.8% 147 12.93%
DRP
6820
Decade Renewable Partners
Texas
$131M -$73.5M -36% 8.19% 42 64.29%
PWS
6821
Precision Wealth Strategies
Missouri
$131M +$1.58M +1% 5.4% 106% 128 35.94%
JGGDR
6822
JGP Global Gestao de Recursos
Brazil
$131M +$86.8M +198% 30.5% 206% 53 58.49%
CRIG
6823
Charter Research & Investment Group
Connecticut
$131M -$568K -0.4% 0.02% 82.3% 82 7.32%
FW
6824
Fidato Wealth
Ohio
$131M -$2.7M -2% 2.97% 26 11.54%
1IA
6825
1620 Investment Advisors
Massachusetts
$131M -$1.29M -1% 0.69% 68.9% 730 10%