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
MWPCG
3926
Measured Wealth Private Client Group
New Hampshire
$260M +$16.8M +7% 5.31% 68.1% 184 16.85%
AFA
3927
Arlington Financial Advisors
California
$260M +$22.5M +9% 6.73% 60.7% 71 25.35%
BBNB
3928
Baker Boyer National Bank
Washington
$260M +$21.3M +9% 5.74% 44.7% 81 3.7%
SL
3929
SWF LLC
Nebraska
$259M -$59.4M -19% 0.51% 81.7% 2 0%
PPW
3930
Presilium Private Wealth
Pennsylvania
$259M +$20.9M +9% 5.21% 41.7% 52 7.69%
SEEDPG
3931
S.E.E.D. Planning Group
New York
$259M +$28.4M +12% 7.66% 50.4% 91 9.89%
ASW
3932
Astoria Strategic Wealth
Texas
$259M +$20M +8% 4.86% 42.1% 35 17.14%
BA
3933
Bridge Advisory
California
$259M +$19.5M +8% 5.5% 6.7% 138 18.84%
NAM
3934
NewGen Asset Management
Ontario, Canada
$259M +$60.4M +30% 7.27% 391% 35 62.86%
WDG
3935
Wealth Dimensions Group
Ohio
$258M +$13.6M +6% 4.62% 57.1% 136 7.35%
FCT
3936
Family Capital Trust
Massachusetts
$258M +$11.9M +5% 8.46% 32.3% 52 3.85%
EECFX
3937
EnCap Energy Capital Fund XI
Texas
$258M -$24.2M -9% 8.57% 21% 1 0%
JHCM
3938
Juniper Hill Capital Management
California
$258M -$58.5M -18% 2.33% 33.6% 7 57.14%
FFG
3939
Frisch Financial Group
New York
$258M -$8.99M -3% 6.19% 56% 140 25%
WAS
3940
Winch Advisory Services
Wisconsin
$258M +$23.3M +10% 12.1% 72.5% 463 3.89%
SWM
3941
Southern Wealth Management
Texas
$258M +$8.67M +3% 6.51% 50% 61 3.28%
RAM
3942
Riggs Asset Management
Pennsylvania
$258M +$14.8M +6% 5.99% 207% 392 21.43%
AGM
3943
Alpine Global Management
New York
$257M -$43.4M -14% 1.66% 100% 595 84.2%
WPC
3944
White Pine Capital
Minnesota
$257M +$1.16M +0.5% 6.62% 100% 215 13.49%
HBCM
3945
Heron Bay Capital Management
Michigan
$257M +$95.8M +59% 9.9% 50.9% 88 29.55%
RCGI
3946
Ribbit Capital GP II
California
$257M +$41.7M +19% 19.3% 1 0%
DI
3947
DDFG Inc
California
$257M +$15.6M +6% 5.85% 50.9% 75 10.67%
SA
3948
Sicart Associates
New York
$257M -$26.5M -9% 8.41% 89.1% 78 16.67%
XC
3949
XY Capital
Hong Kong
$257M +$104M +68% 7.92% 44.3% 130 72.31%
OWM
3950
OneAscent Wealth Management
Alabama
$257M +$43.9M +21% 4.8% 36.8% 195 30.26%