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
JWM
7101
Jacksonville Wealth Management
Florida
$124M +$22.8M +22% 17% 68 16.18%
AHIA
7102
Andrew Hill Investment Advisors
Florida
$124M +$21M +20% 19.5% 60 41.67%
FFA
7103
Fortune Financial Advisors
Kansas
$124M +$8.31M +7% 6.75% 76.8% 100 10%
PAM
7104
Pacific Asset Management
Washington
$124M +$12.7M +11% 8.74% 59 16.95%
CA
7105
Cannon Advisors
North Carolina
$124M +$15.6M +14% 13.7% 73 23.29%
CWM
7106
Comprehensive Wealth Management
Washington
$124M -$19.6M -14% 5.12% 24% 46 43.48%
B
7107
BennBridge
United Kingdom
$124M +$1.13M +0.9% 12.3% 6 0%
SGC
7108
Slocum, Gordon & Co
Rhode Island
$124M -$10.1M -8% 1.63% 55.2% 143 18.18%
AC
7109
Anson Capital
Georgia
$124M +$7.77M +7% 7.21% 40.8% 79 8.86%
HC
7110
Hoese & Co
Minnesota
$124M +$8.66M +8% 5.79% 46.3% 177 26.55%
SPC
7111
Square Peg Capital
Australia
$124M +$11.8M +10% 33.9% 10 10%
WCM
7112
Winebrenner Capital Management
Kentucky
$124M +$13.1M +12% 5.24% 131 9.16%
HPBT
7113
Hickory Point Bank & Trust
Illinois
$124M +$10.2M +9% 9.41% 127 7.09%
SWP
7114
SIMA Wealth Partners
Virginia
$124M +$3.42M +3% 7.65% 185 17.84%
FCMI
7115
Foresite Capital Management IV
California
$124M +$12.7M +11% 9.11% 149% 6 16.67%
GCA
7116
Gallagher Capital Advisors
Texas
$124M -$7.47M -6% 14.6% 72 26.39%
TF
7117
TME Financial
California
$124M +$8.58M +7% 5.24% 79 15.19%
PWM
7118
Partnership Wealth Management
Maryland
$124M +$5.71M +5% 5.89% 72 4.17%
CIM
7119
Courant Investment Management
Tennessee
$124M +$4.14M +3% 5.36% 33.5% 8 0%
TWPM
7120
Total Wealth Planning & Management
Florida
$124M +$18.1M +17% 17.3% 243 28.81%
SWM
7121
SpringVest Wealth Management
Texas
$123M +$2.89M +2% 3.09% 62 11.29%
SF
7122
Seek First
California
$123M +$10.8M +10% 6.21% 56 7.14%
AWM
7123
Accredited Wealth Management
Kentucky
$123M +$4.99M +4% 6.45% 405 19.26%
TCM
7124
TT Capital Management
California
$123M +$4.53M +4% 0.11% 75 18.67%
AWA
7125
Arbor Wealth Advisors
Michigan
$123M +$11.1M +10% 7.89% 55 14.55%