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
RWM
3851
Rialto Wealth Management
New York
$505M +$60M +13% 10.7% 2,018 18.43%
OL
3852
one8zero8 LLC
North Carolina
$505M +$56M +12% 17.9% 282 13.48%
EIA
3853
Eldridge Investment Advisors
New Hampshire
$505M +$48.7M +11% 11.8% 50.9% 169 12.43%
BIG
3854
Builder Investment Group
Georgia
$505M +$43.8M +9% 10.2% 153% 112 13.39%
AWM
3855
Abound Wealth Management
Tennessee
$504M +$63.8M +14% 13.9% 58.6% 1,599 22.08%
JWM
3856
JPL Wealth Management
Colorado
$504M +$69.1M +16% 15.2% 1,996 28.06%
TSWM
3857
Triangle Securities Wealth Management
North Carolina
$504M +$63.1M +14% 15% 80% 221 10.41%
DI
3858
DDFG Inc
California
$504M +$39.6M +9% 9.12% 50.9% 94 10.64%
HBWM
3859
Hollow Brook Wealth Management
New York
$504M +$112M +28% 1.02% 92.8% 79 12.66%
WCM
3860
WealthBridge Capital Management
Ohio
$503M +$69M +16% 15.8% 82.1% 248 16.13%
SHWM
3861
Smith & Howard Wealth Management
Georgia
$503M +$40.6M +9% 8.78% 40.4% 106 24.53%
BWCS
3862
Beirne Wealth Consulting Services
Connecticut
$503M +$149M +42% 12% 75.4% 112 15.18%
OC
3863
Oakmont Corp
California
$503M -$24M -5% 7.79% 70.2% 32 6.25%
CM
3864
CoreCommodity Management
Connecticut
$502M -$36.2M -7% 6.02% 65.8% 142 28.87%
WFM
3865
Wolff Financial Management
Michigan
$501M +$48.9M +11% 11.9% 52.8% 107 4.67%
PPL
3866
Planning Project LLC
Texas
$501M 9.25% 26
PCA
3867
Peddock Capital Advisors
Massachusetts
$501M +$47.5M +10% 13.8% 104% 171 6.43%
FGWP
3868
Founders Grove Wealth Partners
Virginia
$501M +$60.9M +14% 14.4% 194 21.65%
PT
3869
Plimoth Trust
Massachusetts
$501M +$53.4M +12% 19.9% 94% 177 3.39%
TLP
3870
Trinity Legacy Partners
Texas
$500M +$38.6M +8% 12.8% 63.3% 117 15.38%
HC
3871
Headwater Capital
China
$500M -$122M -20% 25.2% 21 57.14%
BCM
3872
Brown Capital Management
Maryland
$500M -$204M -29% 35.2% 79.2% 63 25.4%
ISWM
3873
Intesa Sanpaolo Wealth Management
$500M +$89.9M +22% 13.4% 336 20.83%
FNBOMD
3874
First National Bank of Mount Dora
Florida
$499M +$36.6M +8% 13.6% 84.5% 129 4.65%
TPWM
3875
Twelve Points Wealth Management
Massachusetts
$499M +$44.5M +10% 8.47% 50.7% 219 11.42%