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
BWM
4126
BCS Wealth Management
Tennessee
$240M +$103M +75% 2.62% 46.7% 203 46.8%
RG
4127
Retirement Group
California
$240M -$284K -0.1% 0.62% 33.7% 841 11.77%
SIM
4128
Symetra Investment Management
Connecticut
$240M +$15M +7% 3.57% 40.8% 4 25%
AWA
4129
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 3.57% 43.4% 39 0%
CWM
4130
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 3.18% 57.5% 155 5.16%
MLIC
4131
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 2.25% 73.7% 74 8.11%
IMA
4132
Investment Management Associates
Colorado
$240M -$35.1M -13% 2.51% 49.5% 41 26.83%
HBWM
4133
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 0.62% 104% 89 8.99%
MWM
4134
MorganRosel Wealth Management
Colorado
$240M -$5.62M -2% 3.74% 51.9% 108 25.93%
UW
4135
Unique Wealth
Florida
$240M +$10.6M +5% 2.68% 63.3% 86 16.28%
MIM
4136
Monashee Investment Management
Massachusetts
$239M -$180M -43% 4.12% 447% 108 67.59%
ACM
4137
Arcataur Capital Management
Wisconsin
$239M -$5M -2% 3.91% 60% 95 0%
CWM
4138
Centric Wealth Management
Illinois
$239M -$11.4M -5% 4.31% 36.2% 134 23.13%
FLI
4139
Family Legacy Inc
South Carolina
$239M -$9.14M -4% 3.12% 69.1% 116 4.31%
OC
4140
Oarsman Capital
Wisconsin
$239M +$10.9M +5% 2.57% 61.4% 187 10.7%
PP
4141
Prosperity Planning
Missouri
$239M -$2.96M -1% 3.03% 40.5% 91 6.59%
GCA
4142
Gradient Capital Advisors
California
$239M -$10.2M -4% 3.45% 71% 141 4.96%
DC
4143
Diametric Capital
Massachusetts
$239M +$15M +7% 4.45% 135% 489 62.58%
DP
4144
Denver PWM
Colorado
$239M -$2.66M -1% 3.25% 36.2% 102 10.78%
SVCM
4145
Saturn V Capital Management
Texas
$239M +$58.6M +33% 6.25% 971% 24 33.33%
PC
4146
Pecaut & Co
Iowa
$239M +$1.8M +0.8% 0.9% 65.2% 110 11.82%
TAA
4147
Turiya Advisors Asia
Hong Kong
$239M +$86.9M +57% 6.68% 102% 5 80%
CFC
4148
Coyle Financial Counsel
Illinois
$239M +$16.4M +7% 3.23% 46.8% 67 14.93%
SCM
4149
Soros Capital Management
New York
$238M +$55.5M +30% 4.71% 422% 42 35.71%
ATFA
4150
All Terrain Financial Advisors
Minnesota
$238M -$25.7M -10% 4.9% 52.8% 96 16.67%