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
VFM
7851
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 1.52% 440 10.45%
CIM
7852
Courant Investment Management
Tennessee
$102M -$8.19M -7% 10.5% 33.5% 7 14.29%
F8IS
7853
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 0.17% 64 15.63%
RFW
7854
Redwood Family Wealth
Texas
$102M +$633K +0.6% 6.36% 116 19.83%
HWA
7855
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 2.26% 38 10.53%
VR
7856
Valued Retirements
Texas
$102M +$41.8K +0% 2.45% 99 16.16%
PAS
7857
Parsonex Advisory Services
Colorado
$102M -$54.6M -35% 9.53% 100 45%
RHCA
7858
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 0.41% 61.7% 42 4.76%
FHM
7859
Framtiden Holdings Management
Illinois
$102M +$9.95M +11% 4.36% 6 0%
SAM
7860
Stembrook Asset Management
New Jersey
$102M -$3.73M -4% 3.05% 50 8%
LIC
7861
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 9.64% 14.1% 46 6.52%
PSC
7862
Piper Sandler & Co
Minnesota
$102M -$39.2M -28% 0.05% 0.09% 20 0%
IOOF
7863
Independent Order of Foresters
Ontario, Canada
$102M -$69.9M -41% 4.28% 54.8% 2 0%
BU
7864
Brown University
Rhode Island
$102M -$40.7M -29% 20.6% 7.69% 12 25%
BHFP
7865
Blom & Howell Financial Planning
California
$102M +$1.21M +1% 1.27% 64 7.81%
IWA
7866
Independent Wealth Advisors
North Carolina
$102M +$6.01M +6% 0.46% 71 12.68%
OFP
7867
OFC Financial Planning
New Jersey
$102M -$3.57M -3% 2.27% 57 1.75%
JF
7868
JMN Financial
Ohio
$102M +$1.45M +1% 3.24% 242 42.15%
GIA
7869
Gem Investment Advisors
New Jersey
$102M -$3.82M -4% 5.08% 37 18.92%
WWA
7870
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 1.92% 87 5.75%
MWC
7871
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 1.92% 29 10.34%
GAA
7872
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 3.05% 136% 116 8.62%
JC
7873
JBGlobal.com
New York
$102M +$22.1M +28% 1.06% 30 46.67%
CG
7874
Curat Global
New Hampshire
$102M +$11.5M +13% 2.76% 293 13.99%
SSA
7875
Shepherd Street Advisors
California
$101M -$2.78M -3% 0.42% 90 6.67%