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
SM
7076
Soapstone Management
Maryland
$140M +$4.69M +3% 2.4% 51.5% 18 61.11%
MWM
7077
Mascagni Wealth Management
Mississippi
$140M +$6.18M +5% 1.14% 141 20.57%
PFW
7078
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 0.2% 156 25.64%
RC
7079
Rexford Capital
Texas
$140M +$8.18M +6% 5.59% 326 18.71%
CPC
7080
CFC Planning Company
Indiana
$140M +$8.45M +6% 1.43% 85 30.59%
JD6
7081
J Digital 6
Illinois
$140M -$46.3M -25% 20.9% 2 0%
WCM
7082
WealthTrak Capital Management
Virginia
$140M +$370K +0.3% 1.09% 83 16.87%
NWA
7083
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 2.33% 65 7.69%
SCM
7084
Superstring Capital Management
New York
$140M -$46.8M -25% 16.4% 59 64.41%
HLA
7085
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 1.32% 187% 28 35.71%
GIM
7086
Guild Investment Management
California
$140M +$5.1M +4% 1.83% 101% 60 40%
SLWM
7087
Stone Loft Wealth Management
Pennsylvania
$140M +$33.4M +31% 1.51% 29 17.24%
CCP
7088
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 5.88% 190% 15 20%
CFG
7089
Chapman Financial Group
Hawaii
$140M -$7.02M -5% 2.55% 274 9.85%
SFC
7090
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 0.38% 48 25%
RW
7091
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 0.06% 55 10.91%
STA
7092
Shade Tree Advisors
New York
$140M +$7.98M +6% 9.6% 45 51.11%
RWM
7093
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 5.62% 23 13.04%
SMCM
7094
Sky-Mountain Capital Management
Idaho
$139M -$11M -7% 0.4% 39 10.26%
LIP
7095
Landmark Investment Partners
Florida
$139M -$74.6M -35% 13.6% 54 62.96%
BCCM
7096
Black Cypress Capital Management
Florida
$139M -$3.97M -3% 5.52% 31 9.68%
CI
7097
Chartist Inc
California
$139M -$8.33M -6% 2.81% 20 0%
BCA
7098
Buckley Capital Advisors
Florida
$139M -$2.94M -2% 0.6% 18 33.33%
WFP
7099
Welch Financial Planning
Colorado
$139M +$1.77M +1% 2.79% 70 18.57%
MSA
7100
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 2.44% 52 3.85%