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
TIG
6826
Tribune Investment Group
New York
$149M -$15.6M -9% 40
NPAN
6827
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 58
CWP
6828
Clark Wealth Partners
Illinois
$149M -$15.3M -9% 656
DAC
6829
Dutch Asset Corp
New York
$149M +$19M +15% 102
CWA
6830
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 87
KFSN
6831
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 58
KCM
6832
KM Capital Management
Texas
$149M -$47.1M -24% 96
FFS
6833
Flavin Financial Services
Florida
$149M +$2.73M +2% 72
MWM
6834
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 44
PWM
6835
Pinnacle Wealth Management
California
$148M -$18.4K -0% 42
HFS
6836
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 92
BWMG
6837
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 34
CSI
6838
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 53
BTC
6839
Bank & Trust Company
Illinois
$148M +$6.78M +5% 304
GCA
6840
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 76
BAWM
6841
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 66
MCM
6842
Magnolia Capital Management
New York
$148M +$13.9M +10% 76
JWM
6843
JDH Wealth Management
California
$148M +$2.45M +2% 54
CWP
6844
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 42
RCM
6845
Rockbridge Capital Management
Virginia
$148M -$16.7M -10% 32
LC
6846
Lakehouse Capital
Australia
$148M +$9.58M +7% 14
AWA
6847
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 76
JWM
6848
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 79
SRSA
6849
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 31
FWMM
6850
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 45