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
EH
7926
EMG Holdings
Connecticut
$125M -$271M -68% 16% 4.17% 37 70.27%
EP
7927
E6 Portfolios
Utah
$125M +$29.2M +30% 10.5% 97 40.21%
ODE
7928
O'Domhnaill Enterprises
Wyoming
$125M +$1.01M +0.8% 0.08% 65 21.54%
ITG
7929
Index Technologies Group
New York
$125M +$33.3M +36% 23.2% 283 55.12%
SC
7930
Shuttleworth & Co
Ohio
$125M +$14.6M +13% 14.7% 53 5.66%
BDPWM
7931
Barnes Dennig Private Wealth Management
Ohio
$125M +$24.1M +24% 36% 397 30.73%
DA
7932
Dougherty & Associates
Florida
$125M +$16.1M +15% 17.7% 53 3.77%
YC
7933
Yunqi Capital
Hong Kong
$125M +$32.5M +35% 33.1% 71.4% 5 40%
BFG
7934
Broussard Financial Group
Louisiana
$125M -$136K -0.1% 1.09% 36 22.22%
SWTS
7935
Stonehaven Wealth & Tax Solutions
Wisconsin
$125M +$11.8M +10% 10.4% 102 28.43%
DV
7936
DAG Ventures
California
$125M -$4.01M -3% 3.04% 3 0%
CFM
7937
Cornerstone Financial Management
Massachusetts
$125M +$15.7M +14% 12.6% 1,565 22.36%
KWM
7938
Kassira Wealth Management
Tennessee
$125M +$15.8M +15% 10.6% 68 19.12%
CHWM
7939
Cauble & Harre Wealth Management
Missouri
$125M -$870K -0.7% 4.5% 77 10.39%
BHPW
7940
Box Hill Private Wealth
Arizona
$125M +$23.5M +23% 23% 73 17.81%
KSB
7941
Kennebec Savings Bank
Maine
$125M +$13.2M +12% 11.1% 289 15.57%
EIP
7942
Essential Investment Partners
Colorado
$125M +$16.6M +15% 22.1% 322 9.63%
HCG
7943
Haven Capital Group
California
$125M +$16.8M +16% 20.5% 40 15%
PWM
7944
Platt Wealth Management
California
$124M +$21.8M +21% 14.2% 58 15.52%
BVP
7945
Bristlecone Value Partners
California
$124M +$10.7M +9% 11.8% 71 5.63%
MFS
7946
Miller Financial Services
Michigan
$124M +$32.9M +36% 7.8% 152 27.63%
EI
7947
EDMP Inc
Florida
$124M +$555K +0.4% 6.25% 71.6% 76 14.47%
SFP
7948
Sherwood Financial Partners
California
$124M +$11.1M +10% 10.2% 8 0%
PHWM
7949
Palatine Hill Wealth Management
Michigan
$124M +$9.29M +8% 11.6% 57 19.3%
CF
7950
Concorde Financial
Texas
$124M -$3.19M -3% 0.13% 81.3% 26 0%