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
LAII
7426
LM Asset (IM) Inc
British Columbia, Canada
$125M -$959K -0.8% 12
UIA
7427
Ulland Investment Advisors
Minnesota
$125M -$7.9M -6% 233
BW
7428
Blalock Williams
Alabama
$125M +$10.8M +9% 146
BDL
7429
Bey-Douglas LLC
Georgia
$125M -$9.59M -7% 66
ACM
7430
Appalachian Capital Management
Ohio
$125M 42
JRFS
7431
James Reed Financial Services
Ohio
$125M +$13.2M +12% 17
CPWL
7432
Coquina Private Wealth LLC
Florida
$125M 90
SAM
7433
Sectoral Asset Management
Quebec, Canada
$125M -$37.3M -23% 88
EV
7434
Eclipse Ventures
California
$125M 1
PWP
7435
Phillips Wealth Planners
Mississippi
$125M +$4.19M +3% 215
PA
7436
PW Advisors
Florida
$125M 34
CWM
7437
ClientFirst Wealth Management
Arkansas
$125M -$391K -0.3% 50
NFP
7438
NorthLanding Financial Partners
New York
$125M +$4.71M +4% 43
JC
7439
JM2 Capital
Oklahoma
$124M 110
1CM
7440
14B Capital Management
California
$124M -$46.5M -27% 19
MCFP
7441
Mallini Complete Financial Planning
Florida
$124M +$1.45M +1% 63
SA
7442
Sincerus Advisory
New York
$124M +$7.63M +7% 74
RG
7443
RHL Group
Michigan
$124M 215
DCM
7444
DG Capital Management
New York
$124M -$48.6M -28% 24
DIGDR
7445
Dynamo Internacional Gestao de Recursos
Brazil
$124M -$33.7M -21% 6
BC
7446
Barnett & Company
Tennessee
$124M -$5.16M -4% 83
BAG
7447
Bauman Advisory Group
Nevada
$124M 51
NI
7448
NCP Inc
California
$124M -$10.5M -8% 163
CDWM
7449
Campbell Deegan Wealth Management
Virginia
$124M +$11.9M +11% 47
RWJF
7450
Robert Wood Johnson Foundation
New Jersey
$124M -$487K -0.4% 2