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
CP
7326
Clarendon Private
Massachusetts
$156M +$25.4M +20% 22.5% 130 13.08%
CWM
7327
Clearview Wealth Management
California
$156M +$14.2M +10% 13.7% 63 6.35%
GA
7328
GraniteShares Advisors
New York
$156M +$16.7M +12% 5.93% 86.2% 103 25.24%
IAG
7329
Ipsen Advisor Group
Arkansas
$155M +$12.6M +9% 9.26% 112 11.61%
MQWP
7330
Morey & Quinn Wealth Partners
Nebraska
$155M +$14.9M +11% 15.6% 143 4.9%
SWR
7331
Spahn Wealth & Retirement
Arizona
$155M +$76.9M +98% 10.3% 40 42.5%
EEL
7332
Expect Equity LLC
Maryland
$155M +$26.8M +21% 22.4% 67 10.45%
CC
7333
Cultivar Capital
Texas
$155M -$1.19M -0.8% 0.01% 47 17.02%
VF
7334
Visa Foundation
California
$155M +$23.6M +18% 17.9% 48.5% 2 50%
RCM
7335
Rockbridge Capital Management
Virginia
$155M +$6.24M +4% 2.74% 31 12.9%
SMAM
7336
Sugar Maple Asset Management
Wisconsin
$155M -$9.64M -6% 6.34% 91 18.68%
GIM
7337
Guardian Investment Management
California
$155M +$28.3M +22% 18.7% 89.7% 60 0%
AWMI
7338
Aegis Wealth Management (Iowa)
Iowa
$155M +$27.6M +22% 14% 133 27.07%
BFWM
7339
Bright Futures Wealth Management
New York
$155M +$8.75M +6% 16.2% 230 27.83%
WT
7340
WHI Trust
Illinois
$155M +$22M +17% 8.01% 88 32.95%
DIS
7341
Diversified Investment Strategies
Louisiana
$155M -$1.97M -1% 2.58% 86% 56 8.93%
TCCP
7342
Tide Cove Capital Partners
California
$155M +$7.62M +5% 9.77% 13 0%
EW
7343
Entruity Wealth
California
$155M +$7.23M +5% 4.98% 59 30.51%
API
7344
Asset Planning Inc
California
$154M +$13.8M +10% 14.7% 341 14.37%
OFI
7345
Outbound Financial Inc
Colorado
$154M +$21M +16% 8.2% 46 8.7%
BW
7346
Blalock Williams
Alabama
$154M +$24.9M +19% 20.1% 165 19.39%
EF
7347
Entrust Financial
Pennsylvania
$154M +$11.2M +8% 13.1% 464 10.99%
MWM
7348
M3 Wealth Management
Ohio
$154M +$24.2M +19% 14.1% 36 5.56%
OA
7349
Oasis Advisors
Iowa
$154M -$355M -70% 13.2% 240 90%
GRIM
7350
Greenhaven Road Investment Management
Connecticut
$154M +$8.67M +6% 14% 70.2% 21 38.1%