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
DW
4301
Dodds Wealth
Colorado
$307M -$4.18M -1% 0.34% 60 1.67%
NTCM
4302
Nut Tree Capital Management
New York
$307M +$14.9M +5% 3.24% 101% 12 16.67%
GIPM
4303
G2 Investment Partners Management
New York
$307M -$80.4M -21% 10.6% 1,145% 80 55%
PB
4304
Pinnacle Bancorp
Nebraska
$307M -$742K -0.2% 1.31% 68.3% 944 11.55%
MWM
4305
Maridea Wealth Management
New York
$307M -$3.75M -1% 2.21% 286 37.76%
DIGDR
4306
Dynamo Internacional Gestao de Recursos
Brazil
$307M +$6.33M +2% 8.17% 34.1% 10 20%
BE
4307
Bonness Enterprises
District of Columbia
$307M +$21.5M +8% 9.53% 94.6% 38 2.63%
AWM
4308
Atticus Wealth Management
Florida
$306M -$15.2M -5% 2.91% 63.8% 542 7.38%
GCA
4309
Gradient Capital Advisors
California
$306M -$3.79M -1% 1.44% 71% 156 3.21%
TCWM
4310
Total Clarity Wealth Management
Illinois
$306M -$1.24M -0.4% 2.41% 69.7% 280 4.29%
PGWM
4311
Parisi Gray Wealth Management
New Jersey
$306M -$8.35M -3% 4.24% 120% 113 9.73%
PWP
4312
Prasad Wealth Partners
Ohio
$306M -$2.83M -0.9% 3.04% 124 16.13%
LWMM
4313
Legacy Wealth Management (Mississippi)
Mississippi
$306M +$54.2M +22% 3.84% 89.1% 103 20.39%
STB
4314
S&T Bank
Pennsylvania
$306M -$7.5M -2% 5.32% 193% 399 36.84%
MC
4315
Muhlenkamp & Co
Pennsylvania
$306M -$23.8M -7% 7.18% 107% 31 19.35%
MA
4316
Modus Advisors
Minnesota
$305M -$13.8M -4% 1.05% 89.5% 325 68.31%
CFG
4317
Carr Financial Group
Massachusetts
$305M -$17.2M -5% 1.78% 66.1% 194 14.43%
OKSA
4318
O'Keefe Stevens Advisory
New York
$305M -$18.3M -6% 0.22% 216% 76 14.47%
SC
4319
Stolper & Co
Oklahoma
$305M +$4.71M +2% 3.6% 70.5% 89 3.37%
SP
4320
SWS Partners
Ohio
$305M -$25.5M -8% 2.05% 112% 120 10.83%
GJIA
4321
Glass Jacobson Investment Advisors
Maryland
$305M +$7.45K +0% 1.04% 58.3% 840 0%
GA
4322
GSG Advisors
New Jersey
$305M -$12.8M -4% 3.89% 88% 120 15%
TA
4323
TrueWealth Advisors
Alabama
$304M +$4.88M +2% 1.17% 58.5% 240 20.83%
PM
4324
Prosight Management
Texas
$304M -$57.5M -16% 14.5% 39.5% 42 23.81%
FM
4325
Freemont Management
Switzerland
$304M +$74.7M +33% 9.06% 113% 108 37.96%