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
GWMIA
3501
Global Wealth Management Investment Advisory
Florida
$307M +$26.7M +10% 8.05% 67.5% 141 11.35%
TI
3502
Think Investments
California
$307M -$18.9M -6% 2.72% 285% 24 25%
A
3503
Abingworth
United Kingdom
$307M +$14.4M +5% 57.9% 184% 19 0%
PFA
3504
Pettinga Financial Advisors
Indiana
$307M +$15.8M +5% 8.9% 71.8% 109 20.18%
CBTWT
3505
Community Bank & Trust (Waco, Texas)
Texas
$307M +$25.5M +9% 11.7% 108% 140 8.57%
OCM
3506
Ovata Capital Management
Hong Kong
$307M +$37.2M +14% 6.59% 69.1% 47 59.57%
EDRIA
3507
Edmonds Duncan Registered Investment Advisors
Kansas
$307M +$23.9M +8% 7.38% 12.8% 137 11.68%
DI
3508
Diligent Investors
California
$306M +$25.9M +9% 8.2% 71.9% 286 11.19%
GG
3509
GenWealth Group
New Jersey
$306M +$10.4M +4% 5.93% 67.8% 73 21.92%
CA
3510
Claro Advisors
Massachusetts
$306M +$54.1M +22% 8.76% 85.5% 355 29.86%
CFS
3511
CRA Financial Services
New Jersey
$306M +$27.6M +10% 6.81% 78.9% 216 17.13%
MWP
3512
MYCIO Wealth Partners
Pennsylvania
$305M +$49M +19% 16.6% 69.3% 53 15.09%
SCM
3513
Stordahl Capital Management
Colorado
$305M +$28.6M +10% 8% 50.1% 53 13.21%
BBPWM
3514
Blue Bell Private Wealth Management
Pennsylvania
$305M +$25.4M +9% 6.54% 62.5% 761 12.48%
MLM
3515
Mount Lucas Management
Pennsylvania
$305M +$14.8M +5% 11.1% 109% 130 46.15%
RPWA
3516
Regent Peak Wealth Advisors
Georgia
$305M +$20.9M +7% 8.32% 168 19.05%
CWM
3517
Compass Wealth Management
Connecticut
$305M 13.5% 102% 411
PHK
3518
Point72 Hong Kong
Hong Kong
$305M -$2.56B -89% 20.4% 396% 1,896 98.63%
FPTW
3519
Franklin, Parlapiano, Turner & Welch
Texas
$305M +$23.9M +8% 9.09% 41.6% 49 8.16%
M1FG
3520
Mach-1 Financial Group
Arkansas
$305M +$209M +219% 9.84% 83.4% 507 83.23%
IFS
3521
Ifrah Financial Services
Arkansas
$305M +$13.6M +5% 6.17% 61.7% 207 14.01%
RDWM
3522
Red Door Wealth Management
Tennessee
$305M +$40.6M +15% 10% 100% 143 11.19%
DA
3523
Doliver Advisors
Texas
$304M +$33.5M +12% 15% 81% 170 25.29%
TFA
3524
Tobias Financial Advisors
Florida
$304M +$20.9M +7% 5.77% 44.5% 85 12.94%
HP
3525
HT Partners
Connecticut
$304M +$70.2M +30% 6.73% 63.1% 48 12.5%