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 Avg Holding
Period (Yrs)
Gramercy Funds Management
4501
Gramercy Funds Management
Connecticut
$188M -$47.4M -20% 0% 87.6% 4 100% 0
MWM
4502
MTC Wealth Management
Florida
$187M -$105M -36% 9.53% 30.5% 14 7.14% 1.1
Tiemann Investment Advisors
4503
Tiemann Investment Advisors
California
$187M -$28.9M -13% 13.2% 77% 209 5.74% 5.4
Beech Hill Advisors
4504
Beech Hill Advisors
New York
$187M -$57.9M -24% 16.2% 105% 89 8.99% 3.9
Triune Financial Partners
4505
Triune Financial Partners
Kansas
$187M -$1.39M -0.7% 13.7% 61.6% 25 12% 0.9
Bell & Brown Wealth Advisors
4506
Bell & Brown Wealth Advisors
California
$187M -$33.7M -15% 12.1% 125% 79 13.92% 3.2
Bull Street Advisors
4507
Bull Street Advisors
Georgia
$187M -$18.7M -9% 7.75% 48.5% 94 3.19% 2.6
MorganRosel Wealth Management
4508
MorganRosel Wealth Management
Colorado
$187M -$19.4M -9% 13% 67.5% 102 31.37% 1.5
TL
4509
TowerView LLC
New York
$187M -$16.9M -8% 7.15% 17.9% 36 13.89% 2.9
Adirondack Trust Company
4510
Adirondack Trust Company
New York
$187M -$24.8M -12% 12.4% 96.7% 468 6.84% 4.8
Columbia Trust
4511
Columbia Trust
Oregon
$186M -$27.5M -13% 12.7% 36% 151 6.62% 2
Entrust Global Partners
4512
Entrust Global Partners
New York
$186M -$105M -36% 29.2% 82.3% 14 14.29% 0.7
Little House Capital
4513
Little House Capital
Massachusetts
$186M -$9.6M -5% 11.2% 108% 145 32.41% 1.2
HCM
4514
Highlander Capital Management
New Jersey
$186M -$27.9M -13% 12% 34.4% 676 6.36% 4.6
Eads & Heald Wealth Management
4515
Eads & Heald Wealth Management
Georgia
$186M -$30M -14% 11.6% 84.4% 154 8.44% 5.8
BWCP LP
4516
BWCP LP
Texas
$186M -$11.1M -6% 17.6% 198% 21 9.52% 0.4
Aegon USA Investment Management
4517
Aegon USA Investment Management
Iowa
$186M -$28.4M -13% 10.4% 39.9% 50 12% 1.5
Madison International Realty Holdings
4518
Madison International Realty Holdings
New York
$186M -$33.5M -15% 32.4% – 3 0% 4.4
JCIC Asset Management
4519
JCIC Asset Management
Ontario, Canada
$186M -$138M -43% 12.5% – 131 19.08% 3.3
New World Advisors
4520
New World Advisors
Massachusetts
$186M -$5.07M -3% 10% 84.1% 70 27.14% 1
Nicollet Investment Management
4521
Nicollet Investment Management
Minnesota
$186M -$39.6M -18% 17.2% 104% 63 12.7% 3.5
Solidarity Wealth
4522
Solidarity Wealth
Utah
$186M +$6.92M +4% 16.1% 85.9% 122 16.39% 0.2
Chase Investment Counsel
4523
Chase Investment Counsel
Virginia
$185M -$43M -19% 11.3% 350% 128 35.16% 1.6
Affiance Financial
4524
Affiance Financial
Minnesota
$185M -$20.3M -10% 12.4% 57.8% 138 13.77% 4
Altrafin AG
4525
Altrafin AG
$185M -$69M -27% 19.9% 97.6% 90 18.89% 0.5