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
PWMG
3851
Prestige Wealth Management Group
New Jersey
$183M +$11.9M +7% 6.13% 50.3% 714 19.75%
BP
3852
Broadleaf Partners
Ohio
$183M +$22.6M +14% 12.6% 132% 66 18.18%
MPAM
3853
Murphy Pohlad Asset Management
Minnesota
$183M +$18.7M +11% 9.17% 75.1% 102 11.76%
VCA
3854
VIEX Capital Advisors
Florida
$183M +$13.6M +8% 2.94% 30.6% 27 74.07%
JCA
3855
Jade Capital Advisors
New Jersey
$182M 10.2% 28.9% 79
SC
3856
Sagil Capital
United Kingdom
$182M +$42.7M +31% 9.01% 140% 30 30%
JHCP
3857
Jackson Hole Capital Partners
Oklahoma
$182M +$5.03M +3% 1.61% 71.4% 209 4.31%
CHA
3858
Cooper/Haims Advisors
New York
$182M +$18M +11% 6.69% 41.9% 57 19.3%
SC
3859
Searle & Co
Connecticut
$182M +$12.2M +7% 7.92% 93.8% 142 7.75%
WEO
3860
William E. Oberndorf
$182M -$3.91M -2% 15.2% 38.4% 7 14.29%
SFA
3861
Semmax Financial Advisors
North Carolina
$181M +$14.5M +9% 4.47% 314 13.06%
PCR
3862
Potrero Capital Research
California
$181M +$7.38M +4% 9.45% 137% 54 29.63%
SAMC
3863
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 7.05% 56.5% 100 27%
AF
3864
Affiance Financial
Minnesota
$181M +$16.6M +10% 5.9% 50.1% 147 40.14%
BF
3865
Blankinship & Foster
California
$181M +$13M +8% 6.81% 49.6% 49 8.16%
BI
3866
Ballast Inc
Kentucky
$181M +$18.3M +11% 7.17% 66% 108 12.04%
PWSG
3867
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 8.01% 75.5% 84 3.57%
TWM
3868
Torch Wealth Management
Ohio
$181M +$12.1M +7% 8.09% 48.8% 113 6.19%
OFS
3869
OneAscent Financial Services
Alabama
$181M +$158M +707% 5.97% 47.1% 189 95.77%
CCM
3870
Cota Capital Management
California
$181M 10.7% 46% 13
LWA
3871
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 6.03% 63.3% 340 16.18%
AFA
3872
Arlington Financial Advisors
California
$180M +$4.61M +3% 8.02% 60.7% 61 24.59%
IC
3873
Impactive Capital
New York
$180M 21% 5.02% 6
TLIC
3874
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 7.68% 79.2% 5 0%
OAM
3875
Oak Asset Management
California
$180M +$13.8M +8% 11.2% 78% 97 4.12%