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
DA
3826
Doliver Advisors
Texas
$326M -$6.15M -2% 1.34% 81% 153 11.76%
MIM
3827
Montgomery Investment Management
Maryland
$325M +$35.3M +12% 14.9% 98.4% 89 4.49%
GWM
3828
GSB Wealth Management
Connecticut
$325M +$26.6M +9% 8.21% 61.8% 209 9.09%
MHR
3829
Matthew Hamilton Rosenberg
$325M +$24.9M +8% 7.56% 48.3% 973 9.04%
SDWIA
3830
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325M +$29.9M +10% 8.83% 74% 147 6.8%
FCM
3831
Firestone Capital Management
Florida
$325M +$32.2M +11% 10% 51.6% 134 8.21%
ASP
3832
Adams Street Partners
Illinois
$325M +$38.3M +13% 54.3% 399% 20 60%
RCI
3833
RS Crum Inc
California
$324M +$45.9M +16% 8.97% 48.5% 82 7.32%
WFM
3834
Wolff Financial Management
Michigan
$324M +$30.9M +11% 9.11% 52.8% 98 4.08%
WPP
3835
Whalerock Point Partners
Rhode Island
$323M +$34.8M +12% 11.1% 103% 170 9.41%
SWM
3836
Shakespeare Wealth Management
Wisconsin
$323M +$38M +13% 10.1% 49.6% 84 8.33%
NI
3837
NFC Investments
Tennessee
$323M 10.1% 31
DBIA
3838
Dumont & Blake Investment Advisors
New Jersey
$323M +$27.6M +9% 10.4% 78.3% 203 7.39%
EAM
3839
EdenTree Asset Management
United Kingdom
$323M +$68M +27% 12.3% 50.2% 77 12.99%
W
3840
WPWealth
Texas
$323M +$61.7M +24% 8.35% 38.2% 64 10.94%
FCFC
3841
First Commonwealth Financial Corp
Pennsylvania
$323M +$23.7M +8% 11.5% 72.9% 173 5.2%
SFG
3842
Sunburst Financial Group
Alabama
$323M +$39.6M +14% 8.72% 50.7% 105 18.1%
GLCM
3843
Greenlea Lane Capital Management
Connecticut
$323M +$43.8M +16% 16.8% 99.7% 10 10%
SAM
3844
Shikiar Asset Management
New York
$323M +$35.4M +12% 13.9% 97.8% 80 16.25%
WWP
3845
Waypoint Wealth Partners
California
$322M +$34.4M +12% 9.81% 52.1% 86 27.91%
SFA
3846
Source Financial Advisors
New York
$322M +$25.8M +9% 17% 18.5% 128 9.38%
FRGX
3847
First Reserve GP XIII
Connecticut
$322M -$7.71M -2% 1.64% 5.56% 2 100%
HF
3848
Halpern Financial
Virginia
$322M +$32.3M +11% 10.5% 26.3% 274 31.02%
SJL
3849
Shayne & Jacobs LLC
Tennessee
$322M +$21.6M +7% 8.72% 73.4% 94 4.26%
TSWM
3850
Triangle Securities Wealth Management
North Carolina
$322M +$40.4M +14% 11.9% 80% 194 6.19%