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
MWM
3526
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 4.55% 83.8% 125 16%
LWIC
3527
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 5.92% 52.3% 43 93.02%
LBS
3528
Lawrence B. Seidman
$151M +$8.55M +6% 4.85% 12.3% 28 14.29%
SCM
3529
SkyTop Capital Management
New Jersey
$150M -$15.5M -9% 10.2% 50.2% 21 42.86%
BWL
3530
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 5.32% 60.5% 73 26.03%
KCM
3531
Kempner Capital Management
Texas
$150M +$12.6M +9% 1.89% 60.9% 68 8.82%
WCA
3532
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 5.79% 133% 115 26.96%
TWM
3533
Torch Wealth Management
Ohio
$150M +$8.27M +6% 5.16% 48.8% 99 7.07%
IWM
3534
IHT Wealth Management
Illinois
$150M +$17.7M +13% 5.77% 74.8% 1,372 14.58%
HRC
3535
Hoertkorn Richard Charles
$150M +$5.45M +4% 4.37% 172% 89 3.37%
OLA
3536
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 5.99% 137% 93 17.2%
GAAM
3537
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 5.69% 132% 65 6.15%
CLA
3538
Cranberry Lake Advisors
Texas
$149M -$8.38M -5% 4.39% 31.5% 12 16.67%
PAG
3539
Private Advisory Group
Washington
$149M +$4.16M +3% 5.48% 177% 175 49.71%
CGI
3540
Cougar Global Investments
Ontario, Canada
$149M +$7.68M +5% 2.67% 17.4% 13 38.46%
BSP
3541
Benefit Street Partners
New York
$149M +$17.8M +14% 5.21% 27 33.33%
DR
3542
Davis Rea
Ontario, Canada
$149M +$8.29M +6% 8.65% 45.7% 38 5.26%
APSP
3543
Asset Planning Services (Pennsylvania)
Pennsylvania
$149M +$22.2M +18% 5.2% 62.1% 326 22.09%
IR
3544
Invictus RG
Bermuda
$149M -$702K -0.5% 11.1% 289% 935 62.25%
CCPM
3545
Cooper Creek Partners Management
New York
$148M +$2.18M +1% 8.09% 86.4% 40 62.5%
CAM
3546
Covenant Asset Management
New Jersey
$148M -$706K -0.5% 6.8% 158% 150 28%
LC
3547
Lincoln Capital
Nebraska
$148M +$7.62M +5% 5.22% 63.8% 69 8.7%
WRM
3548
Weybosset Research & Management
Rhode Island
$148M +$5.23M +4% 5.5% 73.4% 60 6.67%
BT
3549
Brandywine Trust
Delaware
$148M +$589K +0.4% 0.27% 32.7% 23 4.35%
RWA
3550
RGT Wealth Advisors
Texas
$147M -$30.5M -17% 5.28% 9.35% 146 47.26%