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
HFS
6901
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 0.3% 92 11.96%
BWMG
6902
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 0.55% 34 8.82%
CSI
6903
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 4.33% 53 11.32%
BTC
6904
Bank & Trust Company
Illinois
$148M +$6.78M +5% 5.23% 304 2.63%
GCA
6905
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 3.03% 76 26.32%
BAWM
6906
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 1.61% 66 28.79%
MCM
6907
Magnolia Capital Management
New York
$148M +$13.9M +10% 1.65% 77.6% 76 3.95%
JWM
6908
JDH Wealth Management
California
$148M +$2.45M +2% 1.74% 54 5.56%
CWP
6909
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 1% 56% 42 2.38%
LC
6910
Lakehouse Capital
Australia
$148M +$9.58M +7% 21.6% 47.2% 14 14.29%
AWA
6911
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 1.26% 27.1% 76 21.05%
JWM
6912
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 3.07% 79 20.25%
SRSA
6913
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 1.91% 36.7% 31 25.81%
FWMM
6914
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 2.92% 50.7% 45 11.11%
DG
6915
DMC Group
Alabama
$148M -$1.9M -1% 0.42% 67% 158 18.99%
MM
6916
MQS Management
New York
$148M -$21.6M -13% 2.17% 9.76% 615 77.72%
OCM
6917
Orleans Capital Management
Louisiana
$148M -$13.1M -8% 1.78% 67.9% 128 22.66%
SH
6918
SLT Holdings
Arizona
$148M -$7.61M -5% 5.94% 164 31.71%
1IA
6919
1620 Investment Advisors
Massachusetts
$148M -$2.19M -1% 4.32% 68.9% 675 6.67%
CWMS
6920
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 1.37% 89 11.24%
RSWA
6921
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 1.18% 86 4.65%
NDBT
6922
North Dallas Bank & Trust
Texas
$148M -$5.56M -4% 1.37% 113 7.08%
NLA
6923
Northern Lights Advisors
Washington
$148M +$1.85M +1% 2.95% 57 5.26%
DCM
6924
Davis Capital Management
Florida
$148M +$2.25M +2% 1% 648 16.2%
WC
6925
Wynnefield Capital
New York
$148M -$30.3M -17% 7.54% 110% 12 25%