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
FFS
7026
Forge Financial Services
Oklahoma
$113M -$5.76M -5% 2.73% 21 4.76%
PSB
7027
Piscataqua Savings Bank
New Hampshire
$113M -$3.21M -3% 0.94% 85.5% 348 4.02%
QM
7028
QVIDTVM Management
Texas
$113M -$11M -9% 8.51% 15.4% 9 22.22%
CPA
7029
Cathy Pareto & Associates
Florida
$113M +$4.25M +4% 1.72% 88 19.32%
OC
7030
Opinicus Capital
Florida
$113M -$5.86M -5% 4.6% 102 12.75%
MFS
7031
Monetta Financial Services
Illinois
$113M -$11.3M -9% 4.28% 197% 61 32.79%
ASP
7032
Adams Street Partners
Illinois
$113M +$142K +0.1% 32.7% 352% 8 37.5%
ICVCFVA
7033
IDG China Venture Capital Fund V Associates
Hong Kong
$113M -$16.8M -13% 13% 24.1% 1 0%
APW
7034
Axim Planning & Wealth
Ohio
$113M +$18.9M +20% 26.1% 13.2% 57 49.12%
SF
7035
SageOak Financial
Oklahoma
$113M +$3.35M +3% 0.36% 46 32.61%
CI
7036
CPR Investments
Michigan
$113M +$1.92M +2% 1.25% 79.3% 45 40%
AGP
7037
Aspire Growth Partners
Florida
$113M +$10.5M +10% 2.53% 116 17.24%
BF
7038
bLong Financial
Tennessee
$113M -$8.75M -7% 2.38% 84 15.48%
HAM
7039
Hickory Asset Management
Ohio
$113M -$5.13M -4% 2.71% 92 5.43%
EAM
7040
Exome Asset Management
New York
$112M -$20.6M -15% 6.45% 84 59.52%
LWM
7041
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 0.58% 55.3% 66 16.67%
USWIA
7042
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 1.73% 89 14.61%
SIA
7043
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 1.85% 59 13.56%
VWM
7044
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 0.09% 26 46.15%
BCM
7045
Barden Capital Management
Texas
$112M -$4.18M -4% 1.24% 63.5% 63 9.52%
BFG
7046
Birch Financial Group
New Hampshire
$112M +$23.4M +26% 1.21% 109 24.77%
EVC
7047
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 3.41% 6 16.67%
SPC
7048
Square Peg Capital
Australia
$112M +$3.17M +3% 6.45% 10 20%
TWA
7049
Trace Wealth Advisors
California
$112M +$620K +0.6% 1.2% 59 8.47%
NA
7050
NVP Associates
California
$112M -$74.8M -40% 16.3% 867% 7 14.29%