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
MFS
7476
Monetta Financial Services
Illinois
$148M +$19.4M +15% 44.2% 275% 80 53.75%
IUC
7477
Ivory Union Consulting
$148M +$20.8M +16% 17.7% 3 0%
PAYA
7478
Phil A. Younker & Associates
Alaska
$148M -$1.57M -1% 6.13% 37 24.32%
AAG
7479
Accordant Advisory Group
Maryland
$148M -$13.1M -8% 10.6% 252 9.52%
PPWM
7480
Perissos Private Wealth Management
Oklahoma
$148M +$33M +29% 11.9% 85 22.35%
SA
7481
Sacks & Associates
New Jersey
$148M +$13.7M +10% 15.5% 84 11.9%
VIS
7482
Vertex Investment Solutions
$148M +$61.7M +71% 3.73% 29 24.14%
PLC
7483
Peapod Lane Capital
New York
$148M +$26.3M +22% 27.7% 69 21.74%
NCM
7484
Nitor Capital Management
New Jersey
$148M +$18.3M +14% 3.7% 26 15.38%
PSB
7485
Piscataqua Savings Bank
New Hampshire
$148M +$5.82M +4% 16.4% 85.5% 431 7.89%
9C
7486
9823 Capital
Texas
$148M +$15.6M +12% 13.7% 64 78.13%
MCM
7487
Moon Capital Management
New York
$148M -$17.6M -11% 12.2% 76.3% 15 20%
HWMG
7488
Harbour Wealth Management Group
South Carolina
$148M +$15.1M +11% 16.3% 91 4.4%
PWM
7489
Partnership Wealth Management
Maryland
$148M +$16.8M +13% 15.6% 68 4.41%
AA
7490
Ahara Advisors
New Jersey
$148M +$28.3M +24% 22.4% 56 7.14%
TWPM
7491
Total Wealth Planning & Management
Florida
$148M +$12.5M +9% 20.5% 238 25.21%
NI
7492
Navi International
Brazil
$148M -$74.4M -33% 7.42% 18 55.56%
BSTWA
7493
Blake Schutter Theil Wealth Advisors
Ohio
$148M +$25.1M +20% 10.1% 116 9.48%
ACM
7494
Alcosta Capital Management
California
$148M +$16.6M +13% 22.3% 175% 23 4.35%
RLWM
7495
RF&L Wealth Management
Massachusetts
$148M +$14.2M +11% 12% 69.9% 54 11.11%
LC
7496
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% 99 13.13%
BM
7497
Bislett Management
California
$148M +$18M +14% 18.6% 19.8% 18 0%
Vanguard Capital Wealth Advisors
7498
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 225% 152 34.21%
LFWA
7499
LiftPoint Family Wealth Advisors
New Jersey
$148M +$26.8M +22% 15.6% 71 23.94%
TR
7500
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% 54 33.33%