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
VIA
4401
Virtus Investment Advisers
Connecticut
$368M +$18.7M +5% 6.98% 172% 553 37.07%
FFA
4402
Florida Financial Advisors
Florida
$368M +$44.3M +14% 5.04% 304 22.7%
CAAM
4403
Cape Ann Asset Management
United Kingdom
$368M +$70.8M +24% 27.7% 199% 11 9.09%
MJP
4404
Michael J. Puzo
$367M +$731K +0.2% 5.54% 90.3% 72 2.78%
EWM
4405
Elite Wealth Management
Washington
$367M -$19.1M -5% 2.3% 142% 60 30%
MBFW
4406
Morton Brown Family Wealth
Pennsylvania
$367M +$18.8M +5% 1.84% 50% 309 19.42%
PCI
4407
Pacifica Capital Investments
Texas
$367M -$1.02M -0.3% 6.38% 70.4% 15 6.67%
RPCA
4408
Running Point Capital Advisors
California
$367M -$6.36M -2% 1.43% 52.1% 196 5.1%
EFP
4409
EnRich Financial Partners
Wisconsin
$367M +$15.4M +4% 2.56% 65 6.15%
PC
4410
Promethos Capital
Massachusetts
$367M -$5.72M -2% 3.63% 47 19.15%
PWM
4411
Proathlete Wealth Management
Florida
$367M +$19.3M +6% 1.42% 325 31.38%
AAMA
4412
Advanced Asset Management Advisors
Ohio
$366M -$7.75M -2% 4.36% 82.5% 89 13.48%
MCCM
4413
Morgan Creek Capital Management
North Carolina
$366M 5.08% 14
EWM
4414
Elevatus Welath Management
New York
$366M +$19.3M +6% 4.45% 261% 165 27.88%
AWM
4415
Accel Wealth Management
Iowa
$366M +$21.9M +6% 2.47% 77.4% 296 11.15%
PCM
4416
Pennsylvania Capital Management
Pennsylvania
$365M +$21.7M +6% 2.89% 70.6% 118 12.71%
SL
4417
Sentry LLC
Tennessee
$365M -$36.4M -9% 12.5% 61.3% 127 3.94%
CSB
4418
City State Bank
Iowa
$365M +$18.9M +5% 2.97% 72.5% 781 6.79%
FP
4419
Fivespan Partners
California
$365M 13.7% 6
GBL
4420
Groupe Bruxelles Lambert
Belgium
$365M -$40.1M -10% 9.9% 1 0%
GAM
4421
Grandview Asset Management
Pennsylvania
$365M +$9.07M +3% 2.09% 172% 144 5.56%
SCP
4422
Steamboat Capital Partners
New York
$365M -$19.6M -5% 5.31% 280% 67 22.39%
OFA
4423
Oak Family Advisors
Illinois
$364M -$35.6M -9% 2.54% 83.5% 126 23.81%
BWA
4424
Beam Wealth Advisors
Louisiana
$364M -$2.66M -0.7% 0.93% 59.7% 118 16.95%
MI
4425
M3F Inc
Utah
$364M +$11.2M +3% 3.31% 176% 29 17.24%