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
OIA
7476
Oakmont Investment Advisors
Pennsylvania
$137M 11% 118
RSF
7477
Rik Saylor Financial
Ohio
$136M -$246K -0.2% 2.71% 85 4.71%
PWM
7478
PMG Wealth Management
Illinois
$136M +$5.18M +4% 1.49% 57 5.26%
RHDIC
7479
R.H. Dinel Investment Counsel
California
$136M -$18.5M -12% 0.77% 34.1% 42 4.76%
WCM
7480
Wildcat Capital Management
New York
$136M -$8.62M -6% 6.66% 126% 6 66.67%
4PL
7481
46 Peaks LLC
Pennsylvania
$136M 1.46% 24
MWA
7482
Muirfield Wealth Advisors
North Carolina
$136M +$1.42M +1% 2.44% 80 15%
NWS
7483
Nvest Wealth Strategies
Ohio
$136M 2.07% 216
CAG
7484
Cypress Advisory Group
Arizona
$136M +$1.09M +0.8% 3.24% 74 12.16%
SA
7485
Sacks & Associates
New Jersey
$136M 1.99% 79
MFF
7486
Michels Family Financial
Texas
$136M +$7.7M +6% 2.43% 138 4.35%
HGP
7487
Haven Global Partners
Georgia
$136M -$3.44M -2% 7.64% 11 9.09%
RM
7488
Redpoint Management
California
$136M -$30.2M -18% 9.61% 20.6% 5 40%
AI
7489
Axos Invest
Nevada
$136M +$2.54M +2% 1.94% 24 16.67%
PIA
7490
Pollock Investment Advisors
Michigan
$136M +$8.32M +7% 1.05% 41 2.44%
KCM
7491
Kennondale Capital Management
Virginia
$136M +$5.32M +4% 4.37% 88 12.5%
BCM
7492
Barrier Capital Management
California
$136M +$837K +0.6% 3.03% 216% 20 65%
SA
7493
Seneschal Advisors
Washington
$136M -$1.97M -1% 1.27% 619 9.53%
VW
7494
Vantus Wealth
Pennsylvania
$136M 3.16% 196
AGA
7495
Accuvest Global Advisors
Utah
$136M -$24.7M -15% 4.84% 130% 102 50%
LFS
7496
Littlejohn Financial Services
Oregon
$136M -$1.45M -1% 1.7% 68 25%
SM
7497
Soapstone Management
Maryland
$136M -$11.6M -8% 5.46% 30.3% 15 26.67%
WH
7498
Wallace Hart
Kentucky
$136M -$270K -0.2% 2.74% 65 41.54%
CFWMA
7499
Center for Wealth Management Advisory
Ohio
$136M 2.57% 61
SPWM
7500
Spartan Planning & Wealth Management
North Carolina
$136M +$7.48M +6% 4.37% 95 36.84%