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
WA
2476
Wealth Alliance
New York
$521M +$31.9M +7% 13.2% 65.1% 509 26.92%
GIP
2477
Greatmark Investment Partners
Georgia
$521M -$87.3M -14% 15% 62% 139 12.23%
CC
2478
Covalis Capital
United Kingdom
$520M +$153M +42% 10% 31.3% 109 67.89%
MS
2479
Mizuho Securities
Japan
$520M +$59.7M +13% 37% 109% 222 17.12%
CWM
2480
Curi Wealth Management
North Carolina
$520M -$58.1M -10% 12.9% 16.2% 753 15.8%
KW
2481
KWB Wealth
California
$519M -$80.8M -13% 12.9% 49.1% 119 37.82%
ECA
2482
Endeavour Capital Advisors
Connecticut
$518M -$111M -18% 14.3% 72% 57 15.79%
SG
2483
Standard General
New York
$518M -$186M -26% 22.5% 112% 7 14.29%
GIM
2484
Greylin Investment Management
Virginia
$518M -$64.7M -11% 9.69% 52.1% 88 20.45%
CET
2485
Clean Energy Transition
United Kingdom
$517M -$70.3M -12% 12.6% 111% 14 28.57%
EWM
2486
Evermay Wealth Management
Virginia
$515M -$81.2M -14% 12.2% 56.2% 580 13.45%
AWM
2487
Absher Wealth Management
North Carolina
$514M -$71.4M -12% 13.9% 52.3% 55 10.91%
SFP
2488
Shepherd Financial Partners
Massachusetts
$514M -$46.5M -8% 13.7% 62.3% 171 13.45%
EFSCE
2489
Enterprise Financial Services Corp (EFSC)
Missouri
$513M -$96M -16% 11.4% 67.6% 317 19.24%
DIA
2490
Dean Investment Associates
Ohio
$513M -$44.5M -8% 7.24% 46.9% 237 9.28%
RA
2491
RR Advisors
Texas
$513M -$66.7M -12% 10.5% 113% 24 37.5%
LC
2492
L1 Capital
Australia
$513M -$313M -38% 21.2% 139% 17 64.71%
WA
2493
Wealth Architects
California
$512M -$76.6M -13% 13.6% 80.1% 214 18.69%
FFS
2494
Founders Financial Securities
Maryland
$512M -$52.9M -9% 10.5% 52.3% 305 29.51%
NAM
2495
NTV Asset Management
West Virginia
$511M -$85.1M -14% 12.2% 82% 263 8.37%
MCMU
2496
MIC Capital Management (UK)
United Kingdom
$511M -$2.62M -0.5% 17.8% 37.8% 28 32.14%
IDA
2497
Intelligence Driven Advisers
California
$510M -$37M -7% 13% 43.8% 105 21.9%
VCP
2498
Verus Capital Partners
Arizona
$510M -$133M -21% 16.2% 83% 344 19.77%
CLCM
2499
Crawford Lake Capital Management
New Jersey
$510M +$270M +112% 11.6% 571% 70 95.71%
TIM
2500
Tortoise Investment Management
New York
$510M -$30.2M -6% 11.4% 33% 768 13.15%