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
ML
8126
MILFAM LLC
Florida
$102M 2.15% 8
VR
8127
Valued Retirements
Texas
$102M +$41.8K +0% 2.45% 99 16.16%
PAS
8128
Parsonex Advisory Services
Colorado
$102M -$54.6M -35% 9.53% 100 45%
RHCA
8129
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 0.41% 91.9% 42 4.76%
FHM
8130
Framtiden Holdings Management
Illinois
$102M +$9.95M +11% 4.36% 6 0%
SAM
8131
Stembrook Asset Management
New Jersey
$102M -$3.73M -4% 3.05% 50 8%
LIC
8132
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 9.64% 14.1% 46 6.52%
PSC
8133
Piper Sandler & Co
Minnesota
$102M -$39.2M -28% 0.05% 0.04% 20 0%
IOOF
8134
Independent Order of Foresters
Ontario, Canada
$102M -$69.9M -41% 4.28% 66.3% 2 0%
BU
8135
Brown University
Rhode Island
$102M -$40.7M -29% 20.6% 37.9% 12 25%
MBAML
8136
Marble Bar Asset Management LLP
$102M +$97.5M +2,261% 0.16% 34 76.47%
FC
8137
Fundamenta Capital
$102M +$14.6M +17% 14% 10 70%
BHFP
8138
Blom & Howell Financial Planning
California
$102M +$1.21M +1% 1.27% 64 7.81%
IWA
8139
Independent Wealth Advisors
North Carolina
$102M +$6.01M +6% 0.46% 71 12.68%
OFP
8140
OFC Financial Planning
New Jersey
$102M -$3.57M -3% 2.27% 57 1.75%
JF
8141
JMN Financial
Ohio
$102M +$1.45M +1% 3.24% 242 42.15%
GIA
8142
Gem Investment Advisors
New Jersey
$102M -$3.82M -4% 5.08% 37 18.92%
WWA
8143
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 1.92% 87 5.75%
MWC
8144
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 1.92% 29 10.34%
GAA
8145
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 3.05% 267% 116 8.62%
JC
8146
JBGlobal.com
New York
$102M +$22.1M +28% 1.06% 30 46.67%
CG
8147
Curat Global
New Hampshire
$102M +$11.5M +13% 2.76% 293 13.99%
SSA
8148
Shepherd Street Advisors
California
$101M -$2.78M -3% 0.42% 90 6.67%
BAM
8149
Burkett Asset Management
$101M +$2.51M +3% 1.54% 67 22.39%
OCM
8150
Obion Capital Management
Florida
$101M -$2.57M -2% 2.96% 16 12.5%