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
TBWA
4626
Three Bridge Wealth Advisors
California
$271M +$18.7M +7% 5.5% 169% 93 8.6%
AW
4627
Alaethes Wealth
Nevada
$271M +$29.2M +12% 4.4% 96.4% 118 13.56%
UHC
4628
Union Heritage Capital
Michigan
$271M +$16.7M +7% 6.59% 82.1% 59 0%
KA
4629
Kooman & Associates
Pennsylvania
$271M +$22.1M +9% 5.9% 59.9% 48 12.5%
VVVM4
4630
Viola Ventures VC Management 4
Israel
$271M +$8.6M +3% 2.36% 79.1% 5 0%
3F
4631
360 Financial
Minnesota
$271M +$6.11M +2% 6.71% 82.5% 96 14.58%
CFP
4632
Cypress Financial Planning
New Jersey
$270M +$28.8M +12% 6.71% 37.9% 80 13.75%
SC
4633
Sawyer & Company
Massachusetts
$270M +$18.6M +7% 7.55% 97.4% 199 11.06%
RC
4634
Rovin Capital
Arizona
$270M +$30M +12% 5.77% 63.8% 184 22.83%
GTAM
4635
Global Trust Asset Management
Florida
$270M +$21.7M +9% 6.85% 168% 512 12.7%
C
4636
CEDRUS
Colorado
$270M +$70M +35% 5.94% 19.8% 192 25%
GWM
4637
Graybill Wealth Management
Illinois
$270M +$23.4M +10% 8.36% 60 5%
CPC
4638
Congress Park Capital
New York
$270M +$20.8M +8% 5.33% 95.6% 123 14.63%
MFG
4639
Monumental Financial Group
Maryland
$270M +$40.2M +18% 4.65% 18.2% 43 6.98%
TAM
4640
Townsend Asset Management
North Carolina
$269M +$11.4M +4% 5.75% 77% 203 7.39%
PSC
4641
Patient Square Capital
California
$269M +$54M +25% 0.67% 329% 11 81.82%
PLU
4642
Performa Ltd (US)
South Carolina
$269M +$26M +11% 6.54% 55.8% 60 18.33%
AA
4643
Argent Advisors
Louisiana
$269M +$17.4M +7% 7.91% 63.1% 140 5.71%
DFG
4644
Delta Financial Group
New Jersey
$269M +$30.6M +13% 8.12% 140 13.57%
SIP
4645
Stoneridge Investment Partners
Pennsylvania
$269M +$4.5M +2% 1.21% 44.2% 149 34.23%
RF
4646
Robinswood Financial
Washington
$269M +$21.8M +9% 5.67% 38.8% 394 16.5%
SGA
4647
Siguler Guff Advisers
New York
$269M +$35.4M +15% 16.4% 37.7% 5 0%
NRCM
4648
Northern Right Capital Management
Connecticut
$269M -$2.79M -1% 10.6% 187% 37 48.65%
SRC
4649
Stone Run Capital
New York
$269M +$18.2M +7% 10.1% 77.8% 71 9.86%
NFG
4650
Northeast Financial Group
Pennsylvania
$269M +$35M +15% 5.23% 31.6% 88 17.05%