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
MAM
3476
Morse Asset Management
Connecticut
$604M +$123M +26% 44.6% 222% 457 21.01%
AMG
3477
Advisors Management Group
Wisconsin
$604M +$55.1M +10% 36.2% 125% 165 7.88%
VCP
3478
Varenne Capital Partners
France
$603M +$190M +46% 20.4% 212% 46 69.57%
EHI
3479
Eagle Health Investments
Connecticut
$603M +$31.5M +6% 37.1% 241% 33 33.33%
PCTC
3480
Perkins Coie Trust Company
Washington
$603M +$83.2M +16% 14.9% 70.8% 250 6.8%
FRM
3481
Fox Run Management
Connecticut
$603M +$31.7M +6% 17.9% 64% 1,374 72.85%
OPWM
3482
Oakwell Private Wealth Management
Texas
$603M +$43M +8% 14% 63% 91 21.98%
F1I
3483
Fund 1 Investments
Puerto Rico
$603M -$269M -31% 22.6% 128% 92 77.17%
GP
3484
GSK plc
$602M +$3.07M +0.5% 4.24% 13 0%
FIC
3485
Family Investment Center
Missouri
$602M +$82.6M +16% 12.6% 49.8% 124 29.84%
WCA
3486
Westover Capital Advisors
Delaware
$602M +$58.5M +11% 16.9% 133% 256 14.45%
PWP
3487
Precedent Wealth Partners
Texas
$601M +$102M +20% 12.1% 217 28.11%
MAM
3488
Marotta Asset Management
Virginia
$601M +$57.8M +11% 12.5% 45.7% 104 1.92%
KCM
3489
Kendall Capital Management
Maryland
$600M +$112M +23% 28.3% 120% 253 15.42%
HIC
3490
Holderness Investments Company
North Carolina
$600M +$102M +20% 33.2% 144% 270 10%
RFWA
3491
RPg Family Wealth Advisory
Massachusetts
$600M +$120M +25% 22.4% 117% 148 11.49%
MWAM
3492
Manhattan West Asset Management
California
$599M +$87.7M +17% 12.2% 65.6% 191 25.13%
WMWM
3493
Whitaker-Myers Wealth Managers
Ohio
$599M +$97.1M +19% 15.2% 69.5% 121 17.36%
SL
3494
Systelligence LLC
Minnesota
$599M +$84.3M +16% 14.9% 57.3% 70 31.43%
SIAP
3495
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$599M +$46.3M +8% 12.5% 97.5% 234 13.25%
ISB
3496
Iowa State Bank
Iowa
$598M +$55M +10% 14.2% 76% 122 7.38%
VHMC
3497
Value Holdings Management Company
New York
$598M -$18.4M -3% 15.5% 125% 25 8%
GS
3498
GWN Securities
Florida
$598M +$75.4M +14% 18.5% 531 21.47%
MYA
3499
Meiji Yasuda America
New York
$598M +$193M +48% 29.9% 58 3.45%
WCM
3500
Woodson Capital Management
Connecticut
$597M -$38.6M -6% 29.1% 235% 36 41.67%