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
LPP
7326
Life Planning Partners
Florida
$131M -$6.37M -5% 71
PW
7327
PUREfi Wealth
Massachusetts
$131M +$633K +0.5% 186
FC
7328
Fjell Capital
North Dakota
$130M +$16.9M +15% 68
LF
7329
LifePlan Financial
Minnesota
$130M +$4.18M +3% 88
COFSG
7330
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 43
UOP
7331
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 2
DFC
7332
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 59
CPC
7333
CFC Planning Company
Indiana
$130M +$11M +9% 98
KCM
7334
Kids Capital Management
California
$130M +$3.37M +3% 14
VFP
7335
Vested Financial Planning
California
$130M +$6.57M +5% 30
DAC
7336
Dutch Asset Corp
New York
$130M 85
EIM
7337
Emmett Investment Management
New York
$130M +$2.48M +2% 26
CAG
7338
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 111
WT
7339
WHI Trust
Illinois
$130M 94
FLFS
7340
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 257
AA
7341
Alpha Advisors
Virginia
$130M -$3.38M -3% 50
CIP
7342
Castlefield Investment Partners
$130M 36
AFP
7343
ATX Financial Planning
Texas
$130M 87
SA
7344
Stolz & Associates
Washington
$130M 32
MFG
7345
Mustico Financial Group
New York
$130M +$31M +31% 45
MFN
7346
Midwest Financial Network
Illinois
$130M +$6.39M +5% 72
CG
7347
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 83
KF
7348
K2 Financial
California
$129M +$4.91M +4% 58
DM
7349
Diker Management
New York
$129M +$5.49M +4% 46
PCMU
7350
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 87