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
6851
CNO Financial Group
Indiana
$151M -$11.2M -7% 0.82% 10 20%
BGWM
6852
Bridge Generations Wealth Management
Florida
$151M -$14.3M -9% 4.9% 134 5.22%
CFG
6853
Certior Financial Group
Pennsylvania
$151M +$16.4M +12% 5.73% 141 19.15%
SWM
6854
Shepherd Wealth Management
Ohio
$150M +$3.55M +2% 13.5% 55 34.55%
AAS
6855
AdviceOne Advisory Services
Connecticut
$150M +$14.9M +11% 11% 36 13.89%
BDCMI
6856
Black Diamond Capital Management I
$150M 3.11% 14
MCM
6857
Mainstream Capital Management
California
$150M +$12.9M +9% 7.95% 90 10%
BCWM
6858
Ball & Co Wealth Management
Tennessee
$150M +$56.4M +60% 6.95% 93 27.96%
AWP
6859
Astra Wealth Partners
New Jersey
$150M +$19.8M +15% 7.5% 102 20.59%
OO
6860
Obsido Oy
$150M +$18.4M +14% 6.17% 20 0%
C
6861
Croban
Ohio
$150M +$33M +28% 5.79% 80 8.75%
CC
6862
Cultivar Capital
Texas
$150M +$11.6M +8% 9.08% 42 11.9%
EWA
6863
Exit Wealth Advisors
Georgia
$150M 14.1% 124
SIM
6864
Sentry Investment Management
Wisconsin
$150M -$31.5M -17% 10.1% 103% 544 11.58%
LWM
6865
LeConte Wealth Management
Tennessee
$150M +$1.96M +1% 6.82% 140 35%
DWS
6866
Dynamic Wealth Strategies
California
$150M +$10.8M +8% 5.77% 245 6.53%
CC
6867
Capstone Capital
Nevada
$150M +$11.9M +9% 6.58% 25 12%
HFS
6868
Hopwood Financial Services
Virginia
$150M +$21.7M +17% 7.08% 324 12.65%
BCG
6869
Bravias Capital Group
New Jersey
$150M +$13.3M +10% 7.54% 126 31.75%
AF
6870
AtlasMark Financial
Texas
$150M +$18.1M +14% 7.15% 44 13.64%
CAM
6871
Crown Advisors Management
California
$149M +$24.1M +19% 19.6% 284% 43 20.93%
CCM
6872
Crew Capital Management
Ohio
$149M +$9.95M +7% 7.39% 104% 120 10%
BCM
6873
Basso Capital Management
Connecticut
$149M +$14.4M +11% 6.81% 85.5% 85 17.65%
HWMC
6874
Heritage Wealth Management (California)
California
$149M -$646K -0.4% 8.04% 92 7.61%
CTFG
6875
Capstone Triton Financial Group
Oklahoma
$149M +$11.4M +8% 8.59% 94 11.7%