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
3626
MinichMacGregor Wealth Management
New York
$277M +$26.5M +11% 9.68% 119% 698 89.26%
SFM
3627
Spartan Fund Management
Canada
$277M -$52.2M -16% 2.53% 25% 571 52.71%
MJP
3628
Michael J. Puzo
$277M +$13.8M +5% 11.5% 60.3% 77 5.19%
CFGSD
3629
Compass Financial Group (South Dakota)
South Dakota
$277M 9.24% 48.6% 93
HLA
3630
Hamilton Lane Advisors
Pennsylvania
$277M +$3.34M +1% 0.64% 187% 77 25.97%
MA
3631
MONECO Advisors
Connecticut
$277M +$26.8M +11% 7.33% 58.4% 285 19.65%
BDF
3632
Black Diamond Financial
Maryland
$277M +$28.4M +11% 7.65% 50.7% 113 10.62%
ECM
3633
Elgethun Capital Management
South Dakota
$277M +$26.4M +11% 11.4% 61.5% 128 8.59%
VCM
3634
Versant Capital Management
Arizona
$276M +$21.1M +8% 12.1% 82.4% 1,725 9.51%
PFP
3635
Patriot Financial Partners
Pennsylvania
$276M -$5.2M -2% 0.88% 16.6% 12 16.67%
MWA
3636
MFA Wealth Advisors
Pennsylvania
$276M +$6.19M +2% 7.3% 64.7% 71 32.39%
AG
3637
Avala Global
New York
$276M 15.4% 369% 13
CCM
3638
Crabel Capital Management
California
$276M +$105M +61% 9.63% 22.7% 119 80.67%
MCP
3639
Maso Capital Partners
Hong Kong
$276M -$153M -36% 2.67% 8.67% 58 32.76%
CPA
3640
Court Place Advisors
Maryland
$276M +$27.4M +11% 13.4% 92% 171 12.28%
TF
3641
TLWM Financial
Texas
$276M +$48.5M +21% 4.7% 48% 67 31.34%
WP
3642
Waycross Partners
Kentucky
$276M +$127M +85% 12.8% 78.9% 91 14.29%
PC
3643
PhiloSmith Capital
Connecticut
$276M +$32M +13% 19.4% 54% 24 8.33%
GCCM
3644
Green Court Capital Management
Hong Kong
$276M +$41.7M +18% 11.8% 26.9% 1 0%
CAM
3645
Cypress Asset Management
Texas
$276M +$14.2M +5% 10.5% 114% 122 4.92%
NL
3646
NVWM LLC
Pennsylvania
$275M +$23.4M +9% 6.67% 107% 491 16.7%
MAM
3647
Morse Asset Management
Connecticut
$275M +$10.4M +4% 9.86% 153% 139 12.23%
OWM
3648
Opes Wealth Management
California
$275M +$25.2M +10% 8.02% 54.1% 108 18.52%
BWM
3649
Buckley Wealth Management
Nevada
$275M +$3.47M +1% 12.4% 79.6% 116 13.79%
WCM
3650
Windsor Capital Management
Arizona
$275M +$7.18M +3% 7.36% 46.1% 117 14.53%