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
STA
7076
Shade Tree Advisors
New York
$140M +$7.98M +6% 9.6% 45 51.11%
RWM
7077
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 5.62% 23 13.04%
SMCM
7078
Sky-Mountain Capital Management
Idaho
$139M -$11M -7% 0.4% 39 10.26%
LIP
7079
Landmark Investment Partners
Florida
$139M -$74.6M -35% 13.6% 54 62.96%
BCCM
7080
Black Cypress Capital Management
Florida
$139M -$3.97M -3% 5.52% 31 9.68%
CI
7081
Chartist Inc
California
$139M -$8.33M -6% 2.81% 20 0%
BCA
7082
Buckley Capital Advisors
Florida
$139M -$2.94M -2% 0.6% 18 33.33%
WFP
7083
Welch Financial Planning
Colorado
$139M +$1.77M +1% 2.79% 70 18.57%
MSA
7084
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 2.44% 52 3.85%
CFWMA
7085
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 3.34% 69 21.74%
ACP
7086
Argyle Capital Partners
California
$139M +$1.97M +1% 0.86% 171 14.62%
GA
7087
GraniteShares Advisors
New York
$139M -$25.8M -16% 5.17% 90.3% 90 0%
BCP
7088
Bluegrass Capital Partners
Florida
$139M -$28.6M -17% 12.9% 56.2% 11 9.09%
KCM
7089
Kennondale Capital Management
Virginia
$139M +$2.8M +2% 6.86% 87 14.94%
PAM
7090
Parvin Asset Management
South Dakota
$139M +$12.8M +10% 8.27% 323 8.05%
DWM
7091
DKM Wealth Management
California
$139M +$4.66M +3% 1.08% 79 6.33%
CCC
7092
Chesapeake Capital Corp
Florida
$139M +$19.2M +16% 15.7% 190 34.74%
PP
7093
Paladin Partners
Wisconsin
$139M +$4.49M +3% 1.74% 219 4.57%
SAM
7094
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 1.56% 122% 214 24.3%
PWM
7095
PMG Wealth Management
Illinois
$139M +$2.21M +2% 1.06% 62 14.52%
MFF
7096
Michels Family Financial
Texas
$139M +$2.54M +2% 1.79% 142 6.34%
WFG
7097
Wormser Freres Gestion
France
$139M -$37.5M -21% 9.89% 44 4.55%
CPW
7098
Cogent Private Wealth
Florida
$139M +$7.19M +5% 0.39% 108 18.52%
RCM
7099
RMR Capital Management
California
$138M -$497K -0.4% 1.07% 79 11.39%
AFW
7100
Atlantic Family Wealth
Florida
$138M +$6.01M +5% 1.81% 63 19.05%