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 Avg Holding
Period (Yrs)
MWM
3751
Mascoma Wealth Management
New Hampshire
$398M -$3.57M -0.9% 1.4% 43.7% 538 19.7% 2.8
Rosenblum Silverman Sutton
3752
Rosenblum Silverman Sutton
California
$398M +$7.08M +2% 6.5% 90.1% 77 3.9% 5.7
Bleichroeder LP
3753
Bleichroeder LP
New York
$398M +$26.3M +7% 8.79% 202% 78 11.54% 2.9
WCMN
3754
Westchester Capital Management (Nebraska)
Nebraska
$398M -$14.1M -3% 0.66% 121% 41 0% 8.3
Hemington Wealth Management
3755
Hemington Wealth Management
Virginia
$398M +$26.3M +7% 0.23% 76.1% 1,847 5.2% 0.4
PTB
3756
Pioneer Trust Bank
Oregon
$397M +$6.24M +2% 1.27% 61.4% 80 6.25% 7.4
Coastal Bridge Advisors
3757
Coastal Bridge Advisors
Connecticut
$397M -$6.25M -2% 5.49% 88.1% 182 15.93% 4.5
Peavine Capital
3758
Peavine Capital
Nevada
$397M -$11.5M -3% 0.26% 30.8% 10 0% 5.3
MYDA Advisors
3759
MYDA Advisors
New York
$397M -$59.1M -13% 4.36% 232% 211 71.56% 0.5
Auxano Advisors
3760
Auxano Advisors
Washington
$397M +$10.5M +3% 4.27% 85.4% 170 10.59% 2.2
Waller Financial Planning Group
3761
Waller Financial Planning Group
Ohio
$397M -$6.52M -2% 1.82% 47.5% 70 4.29% 3.8
NVWM LLC
3762
NVWM LLC
Pennsylvania
$396M +$3.5M +0.9% 3.06% 119% 716 17.18% 2.5
Algebris (UK)
3763
Algebris (UK)
United Kingdom
$396M +$156M +65% 2.37% 24.5% 48 64.58% 0.4
Francis Financial
3764
Francis Financial
$395M +$15.7M +4% 0.28% 56.2% 100 14% 1.9
Humankind Investments
3765
Humankind Investments
New York
$395M +$118M +43% 1.06% 62.5% 156 12.18% 2.1
Caligan Partners
3766
Caligan Partners
New York
$395M +$79.4M +25% 9.22% 2,628% 16 37.5% 1.1
IAM Advisory
3767
IAM Advisory
Pennsylvania
$395M -$1.08M -0.3% 1.74% 74.5% 109 13.76% 1.8
Family Investment Center
3768
Family Investment Center
Missouri
$394M -$3.85M -1% 2.41% 53.1% 93 13.98% 1.3
Burt Wealth Advisors
3769
Burt Wealth Advisors
Maryland
$394M -$12.5M -3% 2.84% 57.3% 120 8.33% 5.5
Flat Footed LLC
3770
Flat Footed LLC
Wyoming
$394M -$894M -69% 23% 152% 25 56% 1.1
Financial Security Advisor
3771
Financial Security Advisor
Virginia
$394M -$7.7M -2% 1.92% 83.5% 126 12.7% 1
Stone House Investment Management
3772
Stone House Investment Management
Pennsylvania
$394M -$90.7M -19% 1.25% 57.9% 379 87.07% 2.1
DAFNA Capital Management
3773
DAFNA Capital Management
California
$393M -$29.9M -7% 7.07% 313% 90 15.56% 2.8
First PREMIER Bank
3774
First PREMIER Bank
South Dakota
$393M -$8.33M -2% 0.85% 63% 421 9.74% 4.5
Financial & Tax Architects
3775
Financial & Tax Architects
Missouri
$393M +$3.61M +0.9% 2.65% 50.2% 107 14.95% 1.8