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
WIM
3076
Westside Investment Management
California
$626M +$86.7M +16% 10.8% 114% 1,438 14.39%
SPA
3077
Sentinel Pension Advisors
Massachusetts
$625M +$31.4M +5% 6.18% 46.5% 127 7.09%
CFM
3078
Crawford Fund Management
Massachusetts
$625M +$88.3M +16% 6.81% 215 20.93%
HIG
3079
Heritage Investment Group
Florida
$625M +$44.4M +8% 6.31% 51.2% 115 6.09%
CPG
3080
Cornerstone Planning Group
New Jersey
$624M +$134M +27% 6.96% 55.1% 1,781 19.03%
ERWM
3081
Elk River Wealth Management
Colorado
$624M +$42.7M +7% 8.15% 68% 102 4.9%
VHMC
3082
Value Holdings Management Company
New York
$624M +$57.6M +10% 13.2% 112% 33 6.06%
GCIA
3083
Gabelli & Co Investment Advisers
New York
$624M -$27.5M -4% 12.9% 233% 347 44.96%
TCM
3084
Towercrest Capital Management
Pennsylvania
$623M +$63.2M +11% 5.26% 31.4% 99 10.1%
HCP
3085
Holt Capital Partners
Texas
$623M +$42.6M +7% 6.99% 55.2% 148 2.7%
AP
3086
Affinity Partners
Florida
$623M -$81M -12% 11.5% 1 0%
SA
3087
Strategic Advisors
New York
$623M +$114M +22% 8.44% 87.3% 190 10%
NB
3088
Nicolet Bankshares
Wisconsin
$622M +$43.5M +8% 7.65% 63.9% 224 10.27%
MMPW
3089
Mitchell McLeod Pugh & Williams
Alabama
$622M +$85M +16% 9.02% 76.5% 295 12.54%
DS
3090
Dudley & Shanley
Florida
$622M -$15.3M -2% 3.2% 57% 37 16.22%
FFWA
3091
FRG Family Wealth Advisors
Washington
$621M +$45.9M +8% 8.38% 76.4% 160 7.5%
SRFM
3092
Shannon River Fund Management
New York
$621M -$131M -17% 18.9% 337% 29 48.28%
WGC
3093
Watts Gwilliam & Co
Arizona
$620M +$10.6M +2% 12.1% 231 3.46%
SMA
3094
Seven Mile Advisory
New Jersey
$619M +$453M +272% 7.12% 103% 306 41.83%
B
3095
Bellecapital
Switzerland
$619M +$56M +10% 13.9% 128% 146 16.44%
BBL
3096
Beck Bode LLC
Massachusetts
$619M +$28.2M +5% 9.97% 128% 114 29.82%
WRPWM
3097
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 7.86% 67% 256 16.02%
SFS
3098
Security Financial Services
Indiana
$619M +$52.3M +9% 7.07% 60.7% 207 14.98%
HEIP
3099
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 5.93% 68.8% 92 5.43%
PWM
3100
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 7% 67.7% 200 9%