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
4WM
3801
44 Wealth Management
Oregon
$293M -$2.42M -0.8% 1.51% 179 10.06%
PWM
3802
Paulson Wealth Management
Illinois
$293M +$67.9M +30% 5.78% 47.2% 130 30%
MCM
3803
Morton Capital Management
California
$293M +$10.2M +4% 3.23% 65.8% 96 8.33%
CRWM
3804
Castle Rock Wealth Management
California
$293M +$12.8M +5% 4.64% 105% 223 10.31%
OHWP
3805
Oak Harbor Wealth Partners
North Carolina
$293M +$17.6M +6% 6.13% 56.8% 238 8.4%
PB
3806
Pinnacle Bancorp
Nebraska
$292M +$20M +7% 7.3% 68.3% 817 8.94%
NI
3807
Noked Israel
Israel
$292M +$62.7M +27% 14% 202% 39 56.41%
RMAM
3808
Raab & Moskowitz Asset Management
New Jersey
$292M +$18.4M +7% 7.01% 75% 166 5.42%
OGC
3809
Oak Grove Capital
New Hampshire
$292M +$47.8M +20% 14.6% 236% 63 25.4%
SWM
3810
Shakespeare Wealth Management
Wisconsin
$292M +$10.6M +4% 2.17% 49.6% 80 5%
SEM
3811
Strategic Equity Management
Arizona
$292M +$11.2M +4% 4.9% 54.6% 42 9.52%
AR
3812
Apeiron RIA
Texas
$292M +$1.34M +0.5% 3.68% 63.7% 203 10.84%
WWP
3813
Waypoint Wealth Partners
California
$292M +$11.7M +4% 4.27% 52.1% 72 5.56%
WAS
3814
WESPAC Advisors SoCal
California
$292M +$2.16M +0.7% 8.56% 127% 88 5.68%
HF
3815
Halpern Financial
Virginia
$292M +$13.9M +5% 5.04% 26.3% 261 34.87%
PPW
3816
Presilium Private Wealth
Pennsylvania
$292M +$32.6M +13% 3.47% 41.7% 59 15.25%
FWSM
3817
First Wilshire Securities Management
California
$292M -$1.47M -0.5% 1.06% 107% 89 6.74%
AEPLI
3818
AH Equity Partners LSV I
California
$291M +$11M +4% 4% 3 0%
EAM
3819
EdenTree Asset Management
United Kingdom
$291M 8.36% 43.7% 76
PWM
3820
PRW Wealth Management
Massachusetts
$291M +$35.5M +14% 6.93% 42.3% 128 50.78%
BOS
3821
Bank of Stockton
California
$291M +$4.09M +1% 5.39% 92.3% 119 6.72%
JCP
3822
Jennifer C. Price
$291M -$22.8M -7% 4.78% 87 32.18%
PC
3823
PhiloSmith Capital
Connecticut
$291M +$20.3M +7% 8% 54% 24 0%
DC
3824
Defender Capital
North Carolina
$291M +$4.5M +2% 1.85% 83.5% 41 14.63%
TSWM
3825
Triangle Securities Wealth Management
North Carolina
$291M +$11M +4% 6.54% 80% 187 3.21%