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 Avg Holding
Period (Yrs)
DBK Financial Counsel
7451
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 8.19% 58.1% 54 9.26% 2.5
Candelo Capital Management
7452
Candelo Capital Management
New York
$110M -$5.63M -5% 28.8% – 41 73.17% 0.3
C2C Wealth Management
7453
C2C Wealth Management
Arizona
$110M +$3.92M +4% 7.53% 77.2% 88 7.95% 3.2
Phillips Wealth Planners
7454
Phillips Wealth Planners
Mississippi
$110M +$15.7M +17% 7.95% 82% 198 17.68% 1.6
Investment Management Corporation
7455
Investment Management Corporation
Virginia
$110M -$688K -0.6% 7.73% – 193 13.99% 0.5
James Reed Financial Services
7456
James Reed Financial Services
Ohio
$110M +$20.5M +23% 8.7% – 19 21.05% 1.7
Virtus Fixed Income Advisers
7457
Virtus Fixed Income Advisers
Connecticut
$110M – – 0.28% – 26 – 0
Broyhill Asset Management
7458
Broyhill Asset Management
North Carolina
$110M -$12.9M -10% 3.76% – 82 13.41% 0.5
Seven Six Capital Management
7459
Seven Six Capital Management
New York
$110M -$1.4M -1% 0.39% – 28 21.43% 0.4
Frisco Financial Planning
7460
Frisco Financial Planning
Texas
$110M +$6.77M +7% 5.3% – 20 0% 0.5
Crowley Wealth Management
7461
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 8.38% – 429 8.86% 0.5
ORBA Wealth Advisors
7462
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 6.49% 70.5% 111 42.34% 1.3
CM
7463
CM Management
Florida
$110M +$10.3M +10% 5.23% 110% 76 40.79% 2
Caitlin John
7464
Caitlin John
Michigan
$110M +$7.79M +8% 9.14% – 172 48.26% 0.9
Red Crane Wealth Management
7465
Red Crane Wealth Management
California
$110M +$5.28M +5% 7.33% – 70 18.57% 0.4
SRN Advisors
7466
SRN Advisors
Pennsylvania
$110M +$20.7M +23% 27% 146% 102 6.86% 2.3
13D Management
7467
13D Management
New York
$110M -$3.8M -3% 8.69% 157% 22 13.64% 1.6
Boyce & Associates Wealth Consulting
7468
Boyce & Associates Wealth Consulting
Texas
$110M +$9.6M +10% 6.46% 58.2% 76 17.11% 2
Talisman Wealth Advisors
7469
Talisman Wealth Advisors
New Jersey
$110M +$12.2M +12% 8.89% 70.8% 115 13.04% 1.7
Petros Family Wealth
7470
Petros Family Wealth
Minnesota
$109M +$19.1M +21% 12.9% – 143 21.68% 0.4
New Dimensions Wealth Management
7471
New Dimensions Wealth Management
Texas
$109M +$9.44M +9% 6.61% – 20 10% 0.2
Outbound Financial Inc
7472
Outbound Financial Inc
Colorado
$109M – – 8.26% – 42 – 0
Axim Planning & Wealth
7473
Axim Planning & Wealth
Ohio
$109M -$3.4M -3% 8.21% 3.66% 79 53.16% 0.7
TF
7474
Telligent Fund
Hong Kong
$109M +$19.3M +21% 39.6% – 41 51.22% 0.3
Rahlfs Capital
7475
Rahlfs Capital
Texas
$109M +$9.34M +9% 8.28% – 90 16.67% 0.4