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
SWM
3251
Sugarloaf Wealth Management
Georgia
$415M +$19.3M +5% 8.86% 10.2% 710 8.03%
PSP
3252
Principal Street Partners
Tennessee
$414M -$90.2M -18% 11.9% 73% 237 18.99%
EPA
3253
Element Pointe Advisors
Florida
$414M +$24.9M +6% 9.57% 54.9% 90 26.67%
BWM
3254
Brickley Wealth Management
California
$414M +$39.6M +11% 10.1% 62.6% 43 6.98%
EGI
3255
EAM Global Investors
California
$414M +$44.5M +12% 32.6% 2,492% 154 72.73%
IRC
3256
Investors Research Corp
Georgia
$414M +$31.4M +8% 10.3% 57.2% 1,104 6.34%
YLHM
3257
Yelin Lapidot Holdings Management
Israel
$414M +$7.64M +2% 10.3% 81 3.7%
FBT
3258
First Bank & Trust
South Dakota
$414M +$32.3M +8% 11% 78.5% 202 12.38%
JWM
3259
Janiczek Wealth Management
Colorado
$414M +$34.7M +9% 9.27% 16.4% 1,188 15.91%
CAM
3260
Centre Asset Management
New York
$414M +$3.59M +0.9% 7.88% 45.3% 75 18.67%
GRA
3261
Goehring & Rozencwajg Associates
New York
$414M +$5.32M +1% 1.38% 213% 50 0%
CPCM
3262
Cardinal Point Capital Management
Ontario, Canada
$413M +$31.3M +8% 6.34% 59.1% 75 18.67%
EFH
3263
Eaton Financial Holdings
Florida
$413M +$39.7M +11% 13.7% 186 35.48%
IF
3264
Ironwood Financial
Arizona
$413M +$40.5M +11% 9.45% 48.8% 148 8.11%
CWM
3265
CMH Wealth Management
New Hampshire
$413M +$54.9M +15% 14.2% 76.6% 46 8.7%
PCMC
3266
Private Capital Management (Colorado)
Colorado
$413M +$66.3M +19% 10.1% 20% 234 14.53%
TPA
3267
Trivium Point Advisory
Connecticut
$412M +$49.3M +14% 10.8% 86.7% 210 13.33%
SGA
3268
Sector Gamma AS
Norway
$412M +$20.9M +5% 6.45% 28.7% 34 29.41%
KAS
3269
Kemnay Advisory Services
New York
$412M +$78M +23% 30.5% 153% 25 20%
GSEP
3270
Golden State Equity Partners
California
$412M +$53M +15% 11.4% 383 19.32%
TCPWM
3271
Traverso Chambers Private Wealth Management
California
$412M +$37.8M +10% 8.08% 16.4% 124 8.87%
LA
3272
Lynch & Associates
Indiana
$411M +$32.4M +9% 9.41% 62.9% 123 6.5%
MCAV
3273
Meritech Capital Associates V
California
$411M +$96.8M +31% 46.8% 37.3% 6 0%
FPFS
3274
First Personal Financial Services
North Carolina
$411M +$26.6M +7% 9.49% 31.5% 410 11.22%
TFA
3275
Tobias Financial Advisors
Florida
$411M +$29.6M +8% 8.49% 35.5% 102 17.65%