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
CA
7126
Cannon Advisors
North Carolina
$142M -$6.82M -5% 4.32% 87 9.2%
CWMS
7127
Cannon Wealth Management Services
North Carolina
$142M +$9.57M +7% 1.5% 86 8.14%
SRSA
7128
S.R. Schill & Associates
Washington
$142M -$761K -0.5% 0.84% 36.7% 26 7.69%
SFSG
7129
Sound Financial Strategies Group
Mississippi
$142M +$4.64M +3% 0.54% 18.2% 123 23.58%
BTC
7130
Bank & Trust Company
Illinois
$142M +$6.24M +5% 5.97% 302 6.95%
MPA
7131
Marvin & Palmer Associates
Delaware
$142M +$7.01M +5% 10.7% 274% 36 50%
HFAS
7132
Hummer Financial Advisory Services
Illinois
$142M +$4.22M +3% 3.15% 60.6% 121 9.09%
NPAN
7133
Northeast Planning Associates NH
New Hampshire
$142M +$23.7M +20% 12.9% 57 19.3%
AUIM
7134
Aegon USA Investment Management
Iowa
$141M -$5.33M -4% 1.75% 39.9% 45 8.89%
ACA
7135
Arsenal Capital Advisors
Pennsylvania
$141M 1.71% 98
JWM
7136
JP Wealth Management
South Carolina
$141M -$7.17M -5% 2.18% 16 6.25%
FCM
7137
Flagship Capital Management
Pennsylvania
$141M 5.56% 47
KOMWMG
7138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 2.6% 60.2% 90 11.11%
IUC
7139
Ivory Union Consulting
$141M 2.54% 4
JWM
7140
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 1.7% 77 15.58%
T
7141
Tableaux
Massachusetts
$141M -$109M -43% 3.86% 125 38.4%
PSC
7142
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 0.05% 0.09% 27 7.41%
BLFG
7143
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 3.24% 126 22.22%
PBRA
7144
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 7.82% 1 0%
PIA
7145
Prakash Investment Advisors
Massachusetts
$141M -$7.46M -5% 1.22% 96 22.92%
BWMG
7146
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 2.34% 34 11.76%
SHFA
7147
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 1.24% 13 7.69%
DWM
7148
DeLarme Wealth Management
California
$141M 2.1% 62
IAG
7149
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 2% 107 8.41%
BRIA
7150
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 1.59% 97 6.19%