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 Avg Holding
Period (Yrs)
U.S. Wealth Group
6901
U.S. Wealth Group
New York
$132M – – 0.23% – 40 – 0
Golden Road Advisors
6902
Golden Road Advisors
Florida
$132M +$4.53M +4% 2.45% – 42 16.67% 0.9
Providence Wealth Advisors
6903
Providence Wealth Advisors
Illinois
$132M -$3.13M -2% 1.4% 121% 85 9.41% 4.5
Pinney & Scofield
6904
Pinney & Scofield
Massachusetts
$132M – – 2.78% – 225 – 0
Brewster Financial Planning
6905
Brewster Financial Planning
New York
$132M +$3.05M +2% 2.5% 44.3% 27 29.63% 1.6
Hopwood Financial Services
6906
Hopwood Financial Services
Virginia
$132M – – 0.41% – 310 – 0
1620 Investment Advisors
6907
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 0.67% 71.4% 793 22.82% 0.7
Incline Global Management
6908
Incline Global Management
New York
$132M -$93.2M -41% 5.29% 40.1% 32 40.63% 1.9
Broadway Wealth Solutions
6909
Broadway Wealth Solutions
Texas
$132M – – 0.88% – 92 – 0
English Capital Management
6910
English Capital Management
Michigan
$132M -$5.01M -4% 0.61% – 32 9.38% 0.9
Sharp Financial Services
6911
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 0.79% – 106 18.87% 0.8
Capstone Wealth Management Group (Oregon)
6912
Capstone Wealth Management Group (Oregon)
Oregon
$132M – – 1.92% – 103 – 0
CWA
6913
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 1.06% 45.2% 99 8.08% 2.7
OEP Capital Advisors
6914
OEP Capital Advisors
New York
$132M -$23.6M -15% 15.2% 23.2% 1 0% 4
Moon Capital Management
6915
Moon Capital Management
New York
$132M -$7.55M -5% 5.7% 76.3% 26 61.54% 2.5
Primoris Wealth Advisors
6916
Primoris Wealth Advisors
Florida
$131M -$6.26M -5% 2.97% 206% 111 26.13% 1.8
Schwallier Wealth Management
6917
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 1.79% 42.3% 38 15.79% 0.8
Sugar Maple Asset Management
6918
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 0.04% – 479 87.47% 0.1
Refined Wealth Management
6919
Refined Wealth Management
Utah
$131M +$1.69M +1% 4.47% 99.4% 28 7.14% 2.6
Cravens & Co Advisors
6920
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 0.93% 70.4% 67 17.91% 1.6
Asset Planning Inc
6921
Asset Planning Inc
California
$131M – – 0.63% – 315 – 0
Terra Nova Asset Management
6922
Terra Nova Asset Management
New York
$131M -$3.42M -3% 2.5% 172% 87 6.9% 3.3
Charter Research & Investment Group
6923
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 1.28% 82.3% 84 5.95% 7
Clifford Group
6924
Clifford Group
Massachusetts
$131M +$2.6M +2% 1.98% 67.9% 78 8.97% 1.6
Taika Capital
6925
Taika Capital
Florida
$131M -$1.56M -1% 7.04% 68.3% 100 81% 0.2