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
WFA
4276
Wellspring Financial Advisors
Ohio
$207M -$79.2M -28% 5.19% 77.2% 111 36.94%
BCP
4277
Berkeley Capital Partners
Georgia
$207M +$12.5M +6% 4.98% 49.3% 140 32.14%
NG
4278
NatWest Group
United Kingdom
$207M -$64.8M -24% 7.43% 186% 81 18.52%
PI
4279
Pettee Investors
Connecticut
$207M +$18.4M +10% 8.63% 66.9% 127 6.3%
TSA
4280
Tri-Star Advisors
Texas
$207M +$25.7M +14% 3% 3.07% 51 31.37%
AFWM
4281
AMJ Financial Wealth Management
Virginia
$207M +$11.2M +6% 3.93% 150% 98 39.8%
UWM
4282
USAdvisors Wealth Management
Minnesota
$207M -$1.39M -0.7% 2.87% 55% 112 31.25%
HF
4283
Halpern Financial
Virginia
$207M +$14.3M +7% 6.4% 26.3% 284 40.49%
VAS
4284
VR Advisory Services
Cayman Islands
$207M +$97M +89% 6.55% 93.7% 57 73.68%
FRA
4285
Front Row Advisors
California
$206M +$11.3M +6% 5.24% 122% 991 10.29%
PB
4286
Pinnacle Bancorp
Nebraska
$206M +$44M +27% 7.5% 68.3% 767 19.69%
SI
4287
Shaker Investments
Ohio
$206M +$7.64M +4% 12.5% 205% 95 10.53%
WVP
4288
Worth Venture Partners
New Jersey
$206M +$80M +63% 13% 102% 148 52.7%
MWA
4289
MFA Wealth Advisors
Pennsylvania
$206M +$93.9M +84% 7.5% 64.7% 61 34.43%
IACCGIA
4290
IDG-Accel China Capital GP II Associates
Hong Kong
$206M -$27.6M -12% 9.61% 3 33.33%
HW
4291
Hamilton Wealth
California
$206M +$10.8M +6% 4.62% 101% 69 46.38%
WFG
4292
Wills Financial Group
Virginia
$206M +$5.23M +3% 1.47% 51.7% 58 6.9%
IBOK
4293
Independence Bank of Kentucky
Kentucky
$206M +$12.9M +7% 5.67% 80.6% 392 6.38%
IP
4294
Investment Partners
Ohio
$206M +$17.7M +9% 5.16% 58.7% 163 15.34%
GGPE
4295
Golden Gate Private Equity
California
$206M -$43.3M -17% 29.9% 8.72% 14 35.71%
MA
4296
MONECO Advisors
Connecticut
$206M +$24.5M +14% 4.85% 58.4% 226 20.35%
EWM
4297
EPG Wealth Management
Georgia
$206M +$39.1M +23% 5.36% 96% 194 22.68%
AMIM
4298
Aull & Monroe Investment Management
Alabama
$205M +$17.7M +9% 11.3% 96.6% 134 5.22%
FA
4299
FC Advisory
Pennsylvania
$205M +$5.5M +3% 2.64% 42.9% 63 0%
THP
4300
Tower House Partners
United Kingdom
$205M +$400K +0.2% 1.48% 21.4% 6 16.67%