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
CFG
6826
Copley Financial Group
California
$131M +$50.1K +0% 0.41% 114 17.54%
CFS
6827
Coordinated Financial Services
Colorado
$131M +$2.29M +2% 0.98% 142 8.45%
FVIM
6828
Fort Vancouver Investment Management
Washington
$130M +$12.5M +11% 0.46% 61 36.07%
CCM
6829
Crestwood Capital Management
New York
$130M -$5.71M -4% 7.33% 203% 15 0%
BAM
6830
Brickwood Asset Management
United Kingdom
$130M +$4.07M +3% 0.1% 5 20%
IAM
6831
Impala Asset Management
Florida
$130M +$6.52M +5% 12.6% 62.6% 27 66.67%
FWM
6832
FMA Wealth Management
Massachusetts
$130M -$4.19M -3% 0.56% 46 23.91%
E
6833
EntreWealth
Texas
$130M +$21.8M +20% 0.1% 62 9.68%
GSP
6834
Grafton Street Partners
Florida
$130M -$7.39M -5% 5.4% 13 23.08%
IDBONY
6835
Israel Discount Bank of New York
New York
$130M -$7.31M -5% 1.2% 37.3% 47 36.17%
CIG
6836
Cascade Investment Group
Colorado
$130M -$9.78M -7% 1.87% 86.8% 140 9.29%
DJFS
6837
Dean Jacobson Financial Services
Texas
$130M -$901K -0.7% 0.38% 55.7% 13 46.15%
CCA
6838
Coign Capital Advisors
Utah
$130M +$21.4M +20% 1.23% 80 12.5%
ZC
6839
Zeit Capital
Colorado
$130M -$429K -0.3% 0.96% 51.6% 26 7.69%
LW
6840
Lauer Wealth
Indiana
$130M -$19.7M -13% 4.95% 75.5% 63 50.79%
DKCM
6841
Davidson Kahn Capital Management
California
$130M +$21.4M +20% 6.62% 56 7.14%
CVSC
6842
C.V. Starr & Co
New York
$130M +$1.64M +1% 7.66% 8 62.5%
SWA
6843
Sterling Wealth Advisors
Florida
$130M +$2.29M +2% 0.35% 18 0%
FFA
6844
Frazier Financial Advisors
Ohio
$130M +$3.63M +3% 1.11% 669 11.96%
RC
6845
Renaissance Capital
Connecticut
$130M -$22.9M -15% 6.53% 410% 30 23.33%
HFS
6846
Hopwood Financial Services
Virginia
$130M -$2.46M -2% 2.48% 321 9.97%
PFMU
6847
Privium Fund Management (UK)
United Kingdom
$129M +$6.48M +5% 5.71% 37.1% 23 60.87%
CAM
6848
Campion Asset Management
Virginia
$129M -$3.14M -2% 1.59% 70.2% 86 3.49%
PWA
6849
Primoris Wealth Advisors
Florida
$129M -$2.28M -2% 0.92% 182% 105 21.9%
AI
6850
Axos Invest
Nevada
$129M -$8.31M -6% 0.1% 24 8.33%