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
TJHA
4001
Thomas J. Herzfeld Advisors
Florida
$244M +$9.56M +4% 2.39% 17.7% 337 14.54%
MG
4002
MilWealth Group
Wisconsin
$244M +$14.3M +6% 5.75% 36.8% 63 9.52%
SPM
4003
Sycamore Partners Management
New York
$244M -$99.6M -29% 29% 31.8% 1 0%
KAH
4004
Kathryn A. Hall
$243M +$2.13M +0.9% 8.99% 95.2% 52 7.69%
DMBA
4005
Deseret Mutual Benefit Administrators
Utah
$243M -$112M -31% 9.25% 75.5% 497 2.62%
AWM
4006
Atticus Wealth Management
Florida
$243M +$36.4M +18% 6.26% 63.8% 660 28.64%
PPWP
4007
Proquility Private Wealth Partners
Nevada
$243M +$25.7M +12% 11.3% 19.4% 98 13.27%
JAM
4008
JW Asset Management
Florida
$243M +$48.6M +25% 22.9% 251% 13 53.85%
CCM
4009
Cutler Capital Management
Massachusetts
$243M +$27.3M +13% 9.08% 39.7% 109 7.34%
CPA
4010
Cowen Prime Advisors
New York
$243M +$68.9M +40% 11.1% 116% 197 13.71%
MWPCG
4011
Measured Wealth Private Client Group
New Hampshire
$243M +$16.5M +7% 8.68% 84.3% 176 22.73%
RAM
4012
Riggs Asset Management
Pennsylvania
$243M -$9.49M -4% 10.4% 207% 355 12.11%
FAP
4013
Financial Advisory Partners
Florida
$243M +$12.9M +6% 7.66% 46.7% 67 2.99%
BWAM
4014
Boyd Watterson Asset Management
Ohio
$243M +$22.5M +10% 10% 101% 426 69.95%
NL
4015
Navalign LLC
California
$243M +$20.4M +9% 7.37% 50.7% 130 10%
WRPWM
4016
Werba Rubin Papier Wealth Management
California
$242M 10.1% 67% 104
OL
4017
Optas LLC
Texas
$242M +$14.4M +6% 7.08% 118% 155 18.06%
APP
4018
Alpha Paradigm Partners
Illinois
$242M +$11.9M +5% 8.69% 643 57.7%
MCP
4019
Martin Capital Partners
Oregon
$242M +$26.6M +12% 14.7% 35.2% 78 10.26%
UCMOK
4020
United Capital Management of KS
Kansas
$242M +$28.6M +13% 5.97% 272% 91 13.19%
CW
4021
CIC Wealth
Maryland
$242M 7.72% 166
BFW
4022
Brady Family Wealth
Missouri
$242M 11% 61.8% 115
VM
4023
Varde Management
Minnesota
$242M -$105M -30% 3.51% 149% 16 68.75%
RDIA
4024
RE Dickinson Investment Advisors
Iowa
$242M +$121M +100% 3.65% 2.24% 413 39.23%
OHWA
4025
Oak Hill Wealth Advisors
Virginia
$242M 9.39% 48% 103