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
SFS
4301
Shaker Financial Services
Virginia
$206M -$59.9M -23% 16.2% 13.1% 165 30.91%
EE
4302
EWG Elevate
California
$206M -$49.3M -19% 12% 76% 107 40.19%
HFA
4303
Harbert Fund Advisors
Alabama
$206M -$33M -14% 22.2% 70.8% 59 44.07%
PWS
4304
Peloton Wealth Strategists
Indiana
$205M -$34.3M -14% 11.8% 51.3% 87 6.9%
AIA
4305
Affinity Investment Advisors
California
$205M -$39.1M -16% 12.9% 189% 215 20.93%
IP
4306
Investment Partners
Ohio
$205M -$31.8M -13% 13.6% 74.1% 167 8.98%
WFA
4307
Websterrogers Financial Advisors
South Carolina
$205M +$9.15M +5% 10.4% 42.9% 67 19.4%
MWC
4308
MBM Wealth Consultants
Missouri
$205M -$36.2M -15% 9.69% 52.6% 323 15.17%
SOCM
4309
SR One Capital Management
Pennsylvania
$204M +$8.99M +5% 6.56% 656% 4 25%
TBWA
4310
Three Bridge Wealth Advisors
California
$204M -$153M -43% 26.7% 169% 91 13.19%
TAA
4311
TB Alternative Assets
Cayman Islands
$204M -$87M -30% 17.1% 325% 46 39.13%
HC
4312
Hillman Company
Pennsylvania
$204M -$63.8M -24% 24.9% 134% 17 29.41%
AC
4313
AWM Capital
Arizona
$204M +$41.5M +26% 12.9% 46.9% 66 24.24%
THWM
4314
Taylor Hoffman Wealth Management
Virginia
$204M -$45.6M -18% 13.1% 47.8% 143 14.69%
KRC
4315
Kehrs Ridge Capital
New Jersey
$204M +$94.2M +86% 1.74% 41 82.93%
AJ
4316
Ashburton (Jersey)
Jersey
$204M -$47.1M -19% 15.4% 49 16.33%
BOCH
4317
Blue Owl Capital Holdings
New York
$204M -$23.6M -10% 26.1% 145% 37 16.22%
LFA
4318
Landmark Financial Advisors
Kentucky
$203M -$4.77M -2% 11.7% 11.8% 85 7.06%
PA
4319
PSI Advisors
Florida
$203M -$39.5M -16% 15% 58.2% 884 25%
GTAM
4320
Global Trust Asset Management
Florida
$203M -$37.4M -16% 12.7% 168% 483 19.46%
WFG
4321
Wills Financial Group
Virginia
$203M -$34.8M -15% 12.2% 57.5% 71 14.08%
FRA
4322
Front Row Advisors
California
$203M -$44.8M -18% 15.8% 142% 969 6.81%
JWS
4323
Juncture Wealth Strategies
Arizona
$203M -$7.52M -4% 2.45% 71.5% 122 20.49%
NHFG
4324
New Harbor Financial Group
Massachusetts
$203M -$79.7M -28% 9.54% 80.6% 35 34.29%
FCCPG
4325
FountainVest China Capital Partners GP3
Cayman Islands
$203M +$22.4M +12% 12.4% 121% 1 0%