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 Avg Holding
Period (Yrs)
LWS
3176
Lucia Wealth Services
California
$228M -$79.5M -26% 2.23% 45.6% 234 32.05% 0.3
YWP
3177
YorkBridge Wealth Partners
New York
$228M +$10.8M +5% 5.21% 36.5% 910 10% 1.3
Arax Advisory Partners
3178
Arax Advisory Partners
Colorado
$228M +$35.2M +18% 1.51% 64.7% 500 7.2% 1.3
SCM
3179
Stanley Capital Management
Texas
$228M +$6.53M +3% 4.92% 158% 35 5.71% 2.5
SHWM
3180
Smith & Howard Wealth Management
Georgia
$228M -$4.45M -2% 0.1% 40.4% 51 21.57% 2.7
ECM
3181
Engle Capital Management
Connecticut
$228M +$24.7M +12% 18% 398% 27 40.74% 0.7
BL
3182
BFSG LLC
California
$228M +$2.2M +1% 3.18% 81.9% 165 35.76% 0.9
MFS
3183
McNamara Financial Services
Massachusetts
$227M +$7.9M +4% 1.48% 42.6% 42 11.9% 1.8
RAM
3184
Riggs Asset Management
Pennsylvania
$227M -$15.5M -6% 4.28% 207% 291 15.46% 2.4
AVAI
3185
Atlas Venture Associates IX
Massachusetts
$227M +$94.9M +72% 21.1% 89.8% 7 28.57% 0.6
ACP
3186
Aveo Capital Partners
Colorado
$227M -$12.8M -5% 2.15% 19.1% 157 20.38% 1.1
CC
3187
Cedar Capital
Illinois
$226M +$11.8M +5% 4.96% 98% 171 25.15% 1.1
CAM
3188
Crestone Asset Management
Colorado
$226M +$6.79M +3% 2.49% 6.65% 49 22.45% 1.5
PCP
3189
Polunin Capital Partners
United Kingdom
$226M -$14.7M -6% 11.9% 252% 12 25% 0.5
GCMG
3190
Gyroscope Capital Management Group
Florida
$226M +$15.4M +7% 0.93% 24.8% 133 27.82% 1.1
KTC
3191
Kistler-Tiffany Companies
Pennsylvania
$226M -$17.1M -7% 2.36% 52% 634 17.67% 3.2
CA
3192
Claar Advisors
New York
$226M -$54.3M -19% 3.86% 65.5% 35 37.14% 1
TCI Wealth Advisors
3193
TCI Wealth Advisors
Arizona
$225M +$9.01M +4% 4.41% 65% 1,705 26.16% 2.4
FCT
3194
Family Capital Trust
Massachusetts
$225M +$5.68M +3% 6.06% 32.3% 59 5.08% 3.5
TWMP
3195
Taylor Wealth Management Partners
Massachusetts
$225M +$17M +8% 7.72% 62% 145 5.52% 2.2
HIM
3196
HughesLittle Investment Management
$224M +$17.6M +9% 3.57% 106% 20 5% 3.1
SCM
3197
Shah Capital Management
North Carolina
$224M +$9.23M +4% 14% 287% 12 0% 2.9
ARC
3198
Arias Resource Capital
Cayman Islands
$224M +$3.63M +2% 4.47% 81.3% 2 0% 0.5
AP
3199
Advisors Preferred
Maryland
$224M +$8.42M +4% 5.62% 102% 327 67.28% 0.6
CVSCT
3200
C.V. Starr & Co Trust
New York
$224M +$13.8M +7% 7.63% 51.7% 30 0% 3.9