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)
CMP
6951
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 0.13% – 84 10.71% 0.2
Harber Asset Management
6952
Harber Asset Management
North Carolina
$156M -$82.1M -34% 10.4% 63.6% 49 51.02% 0.9
Compass Planning Associates
6953
Compass Planning Associates
Massachusetts
$156M +$12M +8% 0.75% – 31 6.45% 1.1
McGuire Capital Advisors
6954
McGuire Capital Advisors
Oklahoma
$156M -$1.01M -0.6% 2.3% – 1,023 22.87% 0.2
Patrick M. Sweeney & Associates
6955
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 0.63% 90.4% 166 5.42% 1.9
BCM
6956
Bluefin Capital Management
New York
$156M -$248M -61% 2.94% – 249 72.29% 0.2
Invera Wealth Advisors
6957
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 0.3% 102% 102 15.69% 1.2
Cornerstone Financial Group
6958
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 1.1% – 73 1.37% 1.1
BCM
6959
BML Capital Management
Indiana
$156M +$40.1M +35% 28.6% 376% 19 31.58% 1.2
Accredited Investor Services
6960
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 0.42% – 83 16.87% 0.9
BNB Wealth Management
6961
BNB Wealth Management
Maryland
$156M +$535K +0.3% 1.22% – 95 12.63% 0.2
Truxt Investmentos
6962
Truxt Investmentos
Brazil
$156M – – 8.86% – 29 – 0.2
Winebrenner Capital Management
6963
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 1.45% – 146 10.27% 1
Adirondack Capital Advisors
6964
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 0.85% – 45 8.89% 0.2
Pioneer Family Office
6965
Pioneer Family Office
Florida
$156M +$7.67M +5% 2.85% – 143 31.47% 0.2
Hidden Cove Wealth Management
6966
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 1.64% – 127 33.86% 0.7
Southern Capital Services
6967
Southern Capital Services
Alabama
$156M -$3.08M -2% 0.77% – 29 6.9% 0.2
Good Steward Wealth Advisors
6968
Good Steward Wealth Advisors
Tennessee
$156M +$4M +3% 1.15% – 73 10.96% 0.9
Westco Advisory Services
6969
Westco Advisory Services
New York
$156M -$7.24M -4% 1.24% – 113 25.66% 0.2
SPM
6970
Summit Portfolio Management
Nevada
$155M – – 4.4% – 24 – 0
DeLarme Wealth Management
6971
DeLarme Wealth Management
California
$155M +$14.4M +10% 0.56% – 67 13.43% 0.2
Capstone Capital
6972
Capstone Capital
Nevada
$155M +$1.35M +0.9% 0.09% 62.8% 22 9.09% 1.7
Kuhn & Co Investment Counsel
6973
Kuhn & Co Investment Counsel
Illinois
$155M +$5.19M +3% 0.54% 88.7% 147 6.8% 1.8
RPGNY
6974
Retirement Planning Group (New York)
New York
$155M +$8.59M +6% 1.18% – 95 9.47% 1
Future Financial Wealth Management
6975
Future Financial Wealth Management
Ohio
$155M +$6.53M +4% 3.14% 65.2% 133 8.27% 3.1