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
GA
4526
Greytown Advisors
Florida
$101M -$40M -28% 21% 14.1% 73 13.7%
BWA
4527
Beam Wealth Advisors
Louisiana
$101M -$6.3M -6% 16.8% 59.7% 181 38.67%
OWA
4528
One Wealth Advisors
California
$101M -$34.5M -25% 22% 66% 141 57.45%
PBCM
4529
Point Break Capital Management
Florida
$101M -$532M -84% 46.7% 24 50%
RMSCM
4530
R.M. Sincerbeaux Capital Management
New York
$101M -$28.3M -22% 19% 76.4% 49 10.2%
TFA
4531
TPG Financial Advisors
Oregon
$101M -$20.5M -17% 13.6% 49 14.29%
ABP
4532
Arthur B. Page
$101M -$23.3M -19% 14.4% 40.4% 61 8.2%
CA
4533
Centerpoint Advisors
Massachusetts
$101M -$35.2M -26% 22.8% 74.2% 302 20.86%
MHR
4534
Matthew Hamilton Rosenberg
$101M 14.8% 48.3% 328
BSG
4535
Black Swift Group
Colorado
$101M +$33.9M +51% 21.7% 139% 105 62.86%
KLCM
4536
KG&L Capital Management
Louisiana
$101M -$17.5M -15% 19.2% 84.2% 103 25.24%
HA
4537
Harborview Advisors
Maine
$100M -$30.1M -23% 19.9% 27.1% 97 22.68%
SFPG
4538
Stonebridge Financial Planning Group
Florida
$100M -$10.3M -9% 15.7% 67.2% 434 20.51%
XSC
4539
X-Square Capital
Puerto Rico
$100M -$69.6M -41% 33.5% 158% 90 25.56%
HWA
4540
Hillcrest Wealth Advisors
New Jersey
$100M -$19.9M -17% 20.7% 55% 44 20.45%
WFA
4541
Wade Financial Advisory
California
$100M -$13M -11% 20.4% 15.9% 67 17.91%
CWA
4542
Clarus Wealth Advisors
Arizona
$100M -$51.3M -34% 14.9% 155 35.48%
NCM
4543
Northwest Capital Management
Oregon
$100M -$9.45M -9% 12.5% 57% 63 23.81%
RIM
4544
Reliant Investment Management
Tennessee
$100M -$42.1M -30% 17.5% 122% 61 44.26%
PIP
4545
Peachtree Investment Partners
Florida
$99.9M -$44.9M -31% 14.2% 92.2% 82 18.29%
LA
4546
Legacy Advisors
Pennsylvania
$99.9M -$57.7M -37% 20.1% 140 37.14%
CAM
4547
Chou Associates Management
Ontario, Canada
$99.9M -$73.8M -42% 33.7% 66.4% 19 0%
IIM
4548
Ironwood Investment Management
Massachusetts
$99.9M -$44.9M -31% 24.3% 164% 171 18.71%
BWM
4549
Benchmark Wealth Management
Connecticut
$99.9M -$16M -14% 13.7% 42.7% 51 7.84%
BMC
4550
Beaton Management Company
Massachusetts
$99.9M -$27.6M -22% 18% 95.9% 122 17.21%