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
P
7826
Palladiem
Pennsylvania
$105M -$687K -0.7% 0.26% 170 10.59%
FCM
7827
Fell Capital Management
California
$105M +$2.23M +2% 0.65% 92 3.26%
SPW
7828
Signet Private Wealth
Illinois
$105M +$264K +0.3% 0.46% 138 29.71%
WIM
7829
Waycross Investment Management
Washington
$105M -$9.03M -8% 0.06% 47.6% 50 18%
MAM
7830
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 0.57% 97 12.37%
JWM
7831
JHP Wealth Management
Colorado
$105M +$1.34M +1% 1.17% 34 8.82%
GCP
7832
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 0.49% 98 27.55%
CFCS
7833
CDM Financial Counseling Services
Connecticut
$105M -$2.25M -2% 3.11% 83 4.82%
FWM
7834
Forteris Wealth Management
New York
$104M +$2.88M +3% 1.32% 72 12.5%
KCA
7835
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 3.55% 20 10%
SWM
7836
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 1.8% 38 5.26%
BWS
7837
BFI Wealth Solutions
Texas
$104M -$702K -0.7% 1.07% 76 5.26%
EEL
7838
Expect Equity LLC
Maryland
$104M +$741K +0.7% 4.14% 53 20.75%
TP
7839
Trailhead Planners
Minnesota
$104M +$2.39M +2% 2.38% 52 7.69%
BI
7840
Breachway Investments
Rhode Island
$104M +$9.36M +10% 1.07% 99 4.04%
JMA
7841
J.M. Arbour
Maine
$104M +$3.95M +4% 1.08% 131 23.66%
FWWM
7842
Fiscal Wisdom Wealth Management
Connecticut
$104M -$1.97M -2% 18.2% 103 27.18%
LCS
7843
Luma Capital SA
$104M -$2.68M -3% 10.6% 12 8.33%
SPM
7844
Sycamore Partners Management
New York
$104M +$45.6M +78% 81.9% 58% 2 50%
BFP
7845
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 1.55% 372 11.83%
SGM
7846
Scalar Gauge Management
Texas
$104M -$47.9M -32% 25.3% 48 79.17%
RFPS
7847
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 1.26% 20 0%
HPWM
7848
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 1.13% 276 19.93%
FEM
7849
Fulcrum Equity Management
Texas
$103M -$995K -1% 1.59% 110% 154 41.56%
MS
7850
Monetary Solutions
Ohio
$103M +$1.96M +2% 0.91% 322 3.42%