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
PWA
6876
Principia Wealth Advisory
Texas
$145M +$26.9M +23% 17.2% 1,022 13.01%
GFG
6877
Grantvest Financial Group
New Jersey
$145M +$10.1M +8% 4.61% 157 14.65%
MWS
6878
MFA Wealth Services
California
$145M +$11.8M +9% 6.28% 126 12.7%
LAMNM
6879
Longview Asset Management (New Mexico)
New Mexico
$145M +$12.5M +9% 6.72% 60 20%
SWM
6880
Seed Wealth Management
Illinois
$145M +$10.6M +8% 5.73% 58.4% 150 24.67%
PU
6881
Petiole USA
New York
$145M +$3.41M +2% 6.43% 74.9% 37 2.7%
WF
6882
WinCap Financial
Massachusetts
$145M +$20.3M +16% 8.74% 92 16.3%
GSWA
6883
Good Steward Wealth Advisors
Tennessee
$145M +$17.2M +13% 5.3% 100 29%
CFG
6884
Chapman Financial Group
Hawaii
$145M +$26.8M +23% 7.04% 276 24.28%
ALS
6885
Andrew L. Share
$145M +$408K +0.3% 2.91% 14.8% 16 18.75%
CAP
6886
Columbia Advisory Partners
Washington
$145M +$12.5M +9% 7.08% 63.7% 96 22.92%
CBOR
6887
Community Bank of Raymore
Missouri
$144M +$9.41M +7% 8.33% 89.6% 76 6.58%
DG
6888
DMC Group
Alabama
$144M +$15.9M +12% 7.91% 99.2% 146 16.44%
CGA
6889
Channing Global Advisors
Florida
$144M -$10.5M -7% 10.7% 131% 47 12.77%
GK
6890
Graney & King
New York
$144M -$4.55M -3% 5.86% 359 5.57%
CIAM
6891
Caitong International Asset Management
Hong Kong
$144M +$4.42M +3% 451% 2,636 54.82%
WWA
6892
Wingate Wealth Advisors
Massachusetts
$144M +$32.1M +29% 5.57% 113 14.16%
CRIG
6893
Charter Research & Investment Group
Connecticut
$144M +$10.5M +8% 10.7% 71.1% 85 4.71%
OC
6894
Opinicus Capital
Florida
$144M +$12.8M +10% 9.98% 113 9.73%
PWM
6895
Peterson Wealth Management
Nevada
$144M -$24.3M -14% 7.35% 68.5% 43 16.28%
VIM
6896
Villanova Investment Management
Pennsylvania
$144M +$47.8M +49% 8.91% 59 11.86%
WAM
6897
WealthTrust Asset Management
Florida
$144M +$10.6M +8% 8.83% 97.9% 89 20.22%
AAA
6898
American Alpha Advisors
New York
$144M +$16.6M +13% 12.6% 95 13.68%
DCM
6899
Davis Capital Management
Florida
$144M 6.84% 615
NJIM
6900
Nabity-Jensen Investment Management
Nebraska
$144M +$8.71M +6% 8.07% 70 4.29%