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 Time
Held (Qtrs)
OCA
7051
OEP Capital Advisors
New York
$170M -$24.1M -12% 12.4% 23.2% 1 0% 22
CA
7052
Chatterton & Associates
California
$170M +$27.2M +19% 13.2% – 110 20% 1.6
AFM
7053
Aspetuck Financial Management
Connecticut
$170M +$23.9M +16% 19.4% – 81 9.88% 5.1
JWM
7054
Jackson Wealth Management
Florida
$170M -$802M -83% 12.3% 72.1% 152 46.05% 9.8
PCM
7055
Park Capital Management
Wisconsin
$170M +$67.2M +65% 56.2% – 175 65.14% 1.9
PWA
7056
Providence Wealth Advisors
Illinois
$170M +$12.4M +8% 15.4% 112% 88 13.64% 21.1
NWMG
7057
Nicholson Wealth Management Group
South Carolina
$170M -$2.1M -1% 5.83% – 120 12.5% 5.7
CBOR
7058
Community Bank of Raymore
Missouri
$170M +$20.4M +14% 14.2% 89.6% 77 5.19% 24.7
CIA
7059
Christian Investment Advisors
Texas
$170M +$11.4M +7% 8.01% – 15 26.67% 3.6
NA
7060
Nautilus Advisors
California
$170M +$23.8M +16% 15.9% – 185 15.68% 4.6
CCM
7061
Collar Capital Management
Wisconsin
$170M +$15.1M +10% 39.7% – 76 9.21% 4.7
ACA
7062
Arsenal Capital Advisors
Pennsylvania
$169M +$31.8M +23% 14% – 113 17.7% 1.7
RA
7063
RiverTree Advisors
Florida
$169M +$11.4M +7% 7.58% 25.4% 74 21.62% 6.1
EG
7064
Ellerson Group
Maryland
$169M +$16.7M +11% 12.8% 148% 66 10.61% 8.6
ANHIM
7065
Alan N. Hoffman Investment Management
Massachusetts
$169M +$17.7M +12% 13.1% 76.8% 14 7.14% 16.6
WS
7066
Wilian Securities
Minnesota
$169M +$129M +315% 13.2% – 93 43.01% 1.1
PWM
7067
Palacios Wealth Management
Florida
$169M +$9.41M +6% 27.6% – 78 6.41% 4.9
JD6
7068
J Digital 6
Illinois
$169M +$29M +21% 6.6% – 3 33.33% 2
FWMM
7069
Foundation Wealth Management (Missouri)
Missouri
$169M +$21.1M +14% 15.1% 64% 52 21.15% 9
DCM
7070
Davis Capital Management
Florida
$169M +$21.4M +14% 11.3% – 1,286 55.44% 4.7
DIG
7071
Daniel Investment Group
Michigan
$169M – – 7.08% – 33 – 0
FCM
7072
Fairbanks Capital Management
California
$169M +$9.09M +6% 14.8% 81.3% 52 11.54% 23.5
MSWA
7073
Marshall & Sterling Wealth Advisors
New York
$169M +$16M +10% 11.3% – 356 8.15% 5.1
PWCM
7074
Processus Wealth & Capital Management
Tennessee
$169M +$21.5M +15% 22.2% – 36 5.56% 8.7
SFG
7075
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 9.79% – 14 0% 7.6