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
FPFC
7951
Financial Planning Fort Collins
Colorado
$114M 0.9% 30
ABLA
7952
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 6.13% 139 10.79%
LSL
7953
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 2.2% 83 8.43%
SHFC
7954
Safe Harbor Family Capital
North Carolina
$114M 1.25% 51
WIM
7955
Waycross Investment Management
Washington
$114M +$15.7M +16% 3.07% 47.6% 50 22%
KL
7956
Keenan LLC
Massachusetts
$114M 2.59% 41
PA
7957
Powerhouse Assets
Massachusetts
$114M 2.22% 54
LA
7958
LWM Advisors
California
$114M +$2.37M +2% 1.62% 30 6.67%
CCM
7959
Cannon Capital Management
Utah
$114M 2% 27
CRW
7960
Clarity Retirement & Wealth
Massachusetts
$114M 1.91% 33
CW
7961
CrossGen Wealth
North Carolina
$114M 2.47% 198
BAM
7962
Broyhill Asset Management
North Carolina
$114M -$592K -0.5% 6.01% 87 16.09%
QWM
7963
QP Wealth Management
New Jersey
$113M 7.97% 105
EAM
7964
Empery Asset Management
New York
$113M 6.18% 31
KCWM
7965
Kane Co Wealth Management
Iowa
$113M 2.39% 50
GP
7966
Gallo Partners
New Jersey
$113M -$20.7M -15% 7.46% 71 76.06%
LMFP
7967
Larry Mathis Financial Planning
Arizona
$113M 3.93% 157
HOWA
7968
Hudson Oak Wealth Advisory
New Jersey
$113M 1.67% 55
CF
7969
Carter Financial
California
$113M 1.98% 24
FA
7970
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 1.59% 50.9% 47 17.02%
SHF
7971
Safe Harbor Fiduciary
Florida
$113M 2.72% 230
SI
7972
Severin Investments
Missouri
$113M +$742K +0.7% 4.77% 198 27.78%
B
7973
Bayban
Minnesota
$113M 2.51% 613
CFG
7974
Cassilly Financial Group
Maryland
$113M 1.5% 62
WAT
7975
Wealth Advisory Team
Kentucky
$113M 0.81% 39