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
MWM
4026
MTC Wealth Management
Florida
$261M +$145M +125% 1.21% 30.5% 13 7.69%
JAM
4027
Jacobs Asset Management
New York
$261M -$7.14M -3% 10.2% 114% 55 29.09%
CNC
4028
Citizens & Northern Corp
Pennsylvania
$261M -$6.03M -2% 0.02% 73.3% 104 1.92%
RCS
4029
Retirement Capital Strategies
California
$261M -$1.73M -0.7% 0.22% 59% 88 30.68%
MAM
4030
McLean Asset Management
Virginia
$260M +$36.2M +16% 0.66% 64.3% 136 16.18%
MC
4031
Muhlenkamp & Co
Pennsylvania
$260M -$12.2M -4% 2.07% 107% 34 8.82%
BEP
4032
Brookside Equity Partners
Connecticut
$260M -$120M -32% 29.4% 87.4% 7 14.29%
OCM
4033
Ovata Capital Management
Hong Kong
$260M +$52.3M +25% 4.23% 69.1% 80 58.75%
WIM
4034
Wittenberg Investment Management
Massachusetts
$260M +$12M +5% 1.65% 89.9% 77 3.9%
SWM
4035
Shakespeare Wealth Management
Wisconsin
$260M +$683K +0.3% 0.65% 49.6% 79 10.13%
SP
4036
StackLine Partners
New York
$260M -$50.7M -16% 9.97% 12.7% 16 31.25%
MG
4037
MilWealth Group
Wisconsin
$260M +$30.1M +13% 1.22% 36.8% 176 67.05%
DA
4038
DCM Advisors
New York
$260M +$83.5M +47% 1.73% 99.3% 322 37.27%
MWPCG
4039
Measured Wealth Private Client Group
New Hampshire
$260M -$54.4M -17% 0.64% 84.3% 176 17.05%
BDWCC
4040
B&D White Capital Company
Texas
$260M +$34.9M +16% 1.82% 38.1% 79 54.43%
FFG
4041
Ford Financial Group
California
$260M -$8.67M -3% 0.54% 47.7% 622 83.28%
WWM
4042
WT Wealth Management
Arizona
$259M +$12.5M +5% 0.94% 66.6% 132 13.64%
LJHT
4043
Laurie J. Hall Trustee
$259M -$6.07M -2% 0.01% 96% 339 6.49%
FRA
4044
Frank Rimerman Advisors
California
$259M +$2.93M +1% 1.04% 133% 113 31.86%
FCCPG
4045
FountainVest China Capital Partners GP3
Cayman Islands
$259M -$274M -51% 51.4% 121% 1 0%
HCM
4046
Horiko Capital Management
New York
$258M -$8.15M -3% 0.69% 275% 27 7.41%
CFS
4047
Cannon Financial Strategists
Georgia
$258M +$6.42M +3% 1.04% 52.4% 65 7.69%
WPP
4048
Whalerock Point Partners
Rhode Island
$258M -$2.03M -0.8% 0.54% 103% 159 14.47%
NC
4049
NinePointTwo Capital
California
$258M -$25.8M -9% 0.43% 1.62% 97 45.36%
UIA
4050
UBP Investment Advisors
Switzerland
$258M -$12.8M -5% 1.52% 11.2% 110 10%