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
AWA
7126
Authentikos Wealth Advisory
California
$151M -$93.9K -0.1% 0.96% 43.5% 73 28.77%
NL
7127
NDWM LLC
California
$151M +$3.76M +3% 1.86% 36 11.11%
VBCG
7128
Valley Brook Capital Group
Pennsylvania
$151M +$2.37M +2% 3.07% 106% 127 7.87%
VVM
7129
Versant Venture Management
California
$151M -$61.4M -29% 42.3% 409% 9 22.22%
CTFG
7130
Capstone Triton Financial Group
Oklahoma
$151M +$1.79M +1% 2.88% 92 9.78%
GA
7131
Gordian Advisors
Arizona
$151M +$2.11M +1% 1.93% 53 9.43%
AIS
7132
Accredited Investor Services
Minnesota
$151M +$5.45M +4% 2.86% 79 8.86%
SA
7133
Sage Advisors
Colorado
$151M +$11.3M +8% 5.97% 54 38.89%
FC
7134
Fairscale Capital
New Hampshire
$151M +$5.37M +4% 3.03% 470 14.68%
GWM
7135
GK Wealth Management
Nevada
$151M +$14.1M +10% 5.03% 215 27.44%
AIA
7136
Affinity Investment Advisors
California
$151M +$2.81M +2% 5.61% 189% 155 20%
LM
7137
Lansing Management
New York
$151M +$12.7M +9% 0.53% 76.9% 14 42.86%
SMWM
7138
Silvia McColl Wealth Management
California
$150M +$2.72M +2% 3.02% 76.1% 121 7.44%
ICMP
7139
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M +$6.97M +5% 1.91% 38.3% 62 8.06%
DG
7140
Daventry Group
New York
$150M +$9.07M +6% 3.34% 26.2% 9 44.44%
SMCM
7141
Sky-Mountain Capital Management
Idaho
$150M +$7.14M +5% 0.03% 40 12.5%
AAM
7142
Ackerman Asset Management
Maryland
$150M +$10.7M +8% 2.37% 34 20.59%
ACM
7143
Arini Captial Management
United Kingdom
$150M 8.8% 5
BCM
7144
Brooktree Capital Management
Michigan
$150M -$7.04M -4% 2.43% 82.9% 42 2.38%
MCM
7145
MontVue Capital Management
Virginia
$150M +$1.18M +0.8% 2.35% 67 4.48%
BBFA
7146
Brindle & Bay Financial Advisors
Texas
$150M 1.59% 68
BDCMI
7147
Black Diamond Capital Management I
$150M -$180K -0.1% 8.55% 14 14.29%
PFW
7148
Petros Family Wealth
Minnesota
$150M +$30.7M +26% 3.45% 176 42.05%
TPCM
7149
Templeton & Phillips Capital Management
Tennessee
$150M +$11.2M +8% 6.49% 74.3% 59 37.29%
LWA
7150
LifeGoal Wealth Advisors
New York
$150M +$29.7M +25% 1.99% 82 21.95%