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
DSN
4401
D. Scott Neal
Kentucky
$206M -$31.9M -13% 3.1% 105% 62 11.29%
PCM
4402
Patient Capital Management
Maryland
$206M +$5.56M +3% 4.05% 131% 45 11.11%
BCIM
4403
Bishop & Co Investment Management
Pennsylvania
$206M +$16M +8% 7.97% 47.6% 24 4.17%
WWM
4404
WT Wealth Management
Arizona
$206M +$7.05M +4% 3.1% 66.6% 110 33.64%
IV
4405
Industry Ventures
California
$206M +$129M +166% 70.5% 77.4% 12 50%
BWM
4406
BCGM Wealth Management
Indiana
$206M +$5.41M +3% 7.79% 54.9% 113 7.96%
EA
4407
Eclectic Associates
California
$205M +$53M +35% 7.34% 49.7% 81 22.22%
DA
4408
Detalus Advisors
Missouri
$205M +$38.1M +23% 8.17% 67.9% 144 15.28%
PWM
4409
Paulson Wealth Management
Illinois
$205M +$19.2M +10% 6.78% 57.1% 95 29.47%
FUBT
4410
First United Bank & Trust
Maryland
$205M +$6.06M +3% 8.38% 69.2% 146 4.79%
SPM
4411
Symmetry Peak Management
Pennsylvania
$205M +$120M +143% 9.14% 320% 164 89.02%
MC
4412
MSD Capital
New York
$205M +$21.8M +12% 16.3% 11.5% 5 20%
ACM
4413
Anfield Capital Management
California
$205M -$5.12M -2% 6.85% 65.2% 100 26%
JAM
4414
Jacobs Asset Management
New York
$205M +$8.6M +4% 5.57% 114% 47 36.17%
SWMG
4415
Signature Wealth Management Group
Georgia
$204M +$7.68M +4% 8.82% 95 11.58%
DI
4416
Disciplined Investments
Oklahoma
$204M -$13.2M -6% 6.97% 51.4% 1,721 8.48%
SLC
4417
Snow Lake Capital
Hong Kong
$204M -$3.28M -2% 11.5% 16 56.25%
AWM
4418
Abound Wealth Management
Tennessee
$204M +$19M +10% 7.96% 58.6% 800 16.25%
LK
4419
Lumbard & Kellner
New Hampshire
$204M +$10.1M +5% 8.73% 137% 93 15.05%
TB
4420
Terril Brothers
Missouri
$204M -$126M -38% 6.89% 94.4% 56 17.86%
FWC
4421
First Washington Corp
Washington
$204M +$5.78M +3% 3.9% 142% 69 26.09%
SWMG
4422
Sanchez Wealth Management Group
Florida
$204M +$20.8M +11% 7.15% 56.9% 34 8.82%
FSCM
4423
First Sabrepoint Capital Management
Texas
$204M -$39.7M -16% 9.79% 218% 35 51.43%
CGFA
4424
Colton Groome Financial Advisors
North Carolina
$204M +$7.81M +4% 6.52% 59.3% 131 19.85%
SSW
4425
Stone Summit Wealth
Florida
$204M +$41.2M +25% 8.99% 59.6% 133 9.77%