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
TSWM
3701
Triangle Securities Wealth Management
North Carolina
$277M +$24.1M +10% 10.1% 80% 172 5.81%
PPW
3702
Pasadena Private Wealth
California
$276M +$11.8M +4% 4.01% 44.9% 101 26.73%
EA
3703
Emerald Advisors
Washington
$276M -$14.1M -5% 3.65% 78.4% 89 13.48%
PFM
3704
Peak Financial Management
Massachusetts
$276M +$10.4M +4% 3.42% 51.8% 73 9.59%
HCM
3705
Harvey Capital Management
Florida
$276M +$29.3M +12% 3.33% 141% 85 21.18%
FAAM
3706
First Ascent Asset Management
Colorado
$276M +$38.2M +16% 2.91% 4.15% 25 12%
KC
3707
Kellner Capital
New York
$276M +$85.9M +45% 15.5% 390% 46 65.22%
PCA
3708
Providence Capital Advisors
North Carolina
$275M +$30.5M +12% 7.41% 42.1% 351 23.08%
WCG
3709
Wall Capital Group
Arizona
$275M +$21M +8% 5.43% 25 40%
OCM
3710
Oakview Capital Management
Texas
$275M +$38.4M +16% 17.4% 21.2% 17 11.76%
SFG
3711
SevenBridge Financial Group
Pennsylvania
$275M +$19M +7% 6.77% 70.4% 158 7.59%
SC
3712
Soundwatch Capital
Connecticut
$274M +$127M +86% 5.68% 59.2% 27 11.11%
VCM
3713
Versant Capital Management
Arizona
$274M +$20.6M +8% 7.66% 82.4% 1,662 6.38%
JFA
3714
Johanson Financial Advisors
California
$274M +$26.4M +11% 4.15% 96.1% 116 10.34%
KI
3715
Koch Industries
Kansas
$274M -$27.7M -9% 6.43% 56.9% 5 40%
SGH
3716
Sivik Global Healthcare
Connecticut
$274M +$28.9M +12% 5.45% 53.8% 58 53.45%
TWMP
3717
Taylor Wealth Management Partners
Massachusetts
$274M +$14.1M +5% 4.35% 62% 71 9.86%
DI
3718
Diligent Investors
California
$274M +$25.1M +10% 8.2% 71.9% 238 9.66%
ARI
3719
Applied Research Investments
Delaware
$274M +$39.2M +17% 2.17% 48 14.58%
AFAS
3720
Acorn Financial Advisory Services
Virginia
$274M +$19.1M +8% 8.28% 96.9% 230 16.96%
NVCHI
3721
New Vernon Capital Holdings II
New Jersey
$274M -$43.6M -14% 6.35% 78.2% 34 47.06%
SPP
3722
Single Point Partners
Massachusetts
$273M +$51.5M +23% 6.92% 52.3% 97 46.39%
SWA
3723
Sax Wealth Advisors
New Jersey
$273M +$55.8M +26% 7.46% 57.2% 153 15.69%
AFS
3724
Annapolis Financial Services
Maryland
$273M +$16.1M +6% 5.91% 15% 469 15.78%
AP
3725
Arlington Partners
Alabama
$273M +$56.1M +26% 9.68% 43.7% 422 52.13%