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
AEPWM
4001
Atlantic Edge Private Wealth Management
Florida
$407M +$4.53M +1% 0.69% 626 11.18%
GWSA
4002
Global Wealth Strategies & Associates
Colorado
$407M +$5.89M +1% 1.99% 62.5% 614 21.99%
MLCM
4003
M & L Capital Management
United Kingdom
$407M -$72.9M -15% 7.91% 30 53.33%
WA
4004
WealthTrust Axiom
Pennsylvania
$406M +$17.7M +5% 7.45% 101% 296 10.14%
PCP
4005
Perbak Capital Partners
United Kingdom
$406M +$78.6M +24% 0.96% 397 70.78%
WP
4006
Westmount Partners
California
$406M +$5.16M +1% 3.25% 101% 282 19.15%
RH
4007
RenaissanceRe Holdings
Bermuda
$406M -$338M -45% 1.71% 48.4% 6 33.33%
GIPM
4008
G2 Investment Partners Management
New York
$406M -$14.5M -3% 18.5% 773% 100 58%
1C
4009
111 Capital
France
$406M -$52.5M -11% 1.64% 479 64.3%
EPAM
4010
Evelyn Partners Asset Management
$406M -$20.4M -5% 2.22% 311 9.65%
NCM
4011
New Capital Management
Texas
$406M +$7.53M +2% 1.22% 49.4% 60 10%
CFO
4012
Colony Family Offices
North Carolina
$406M +$4.95M +1% 0.39% 49.6% 66 7.58%
SFC
4013
Strategic Financial Concepts
Texas
$405M +$296M +271% 0.26% 56.8% 310 63.23%
NI
4014
Natural Investments
California
$405M +$3.62M +0.9% 3.02% 304 13.16%
SP
4015
SWS Partners
Ohio
$405M -$8.83M -2% 0.81% 112% 117 5.98%
NF
4016
Nikulski Financial
Iowa
$405M -$13.2M -3% 0.37% 95.8% 182 12.64%
CCM
4017
Carderock Capital Management
Maryland
$405M -$7.93M -2% 2.31% 88.6% 77 15.58%
OKSA
4018
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 5.68% 216% 79 20.25%
PWS
4019
Peterson Wealth Services
Utah
$405M +$13.7M +3% 3.31% 153% 223 5.83%
CWM
4020
Compass Wealth Management
Connecticut
$405M +$3.56M +0.9% 4.4% 84.7% 79 8.86%
MYA
4021
Meiji Yasuda America
New York
$404M -$31.1M -7% 3.58% 58 5.17%
CA
4022
COFG Advisors
Illinois
$404M -$488K -0.1% 1.71% 247 10.12%
NFG
4023
Northeast Financial Group
Pennsylvania
$404M -$38.2M -9% 0.68% 31.6% 103 17.48%
ACM
4024
Aspen Capital Management
Idaho
$404M +$177K +0% 0.37% 84 13.1%
KIC
4025
Keating Investment Counselors
Florida
$404M +$43.1M +12% 13.5% 43.7% 65 13.85%