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
OWMIAS
4701
One Wealth Management Investment & Advisory Services
Florida
$244M +$19.9M +9% 9.98% 158 29.11%
GWAG
4702
Garrett Wealth Advisory Group
Texas
$244M +$4.22M +2% 8.62% 66.1% 64 7.81%
CFA
4703
CWS Financial Advisors
Michigan
$244M -$22.3M -8% 11.2% 47.7% 151 34.44%
ACM
4704
Avalon Capital Management
California
$244M +$5.88M +2% 8.95% 151% 106 18.87%
JGIA
4705
Jackson Grant Investment Advisers
Connecticut
$244M +$18.4M +8% 8.05% 54.3% 398 2.51%
CCG
4706
Ceeto Capital Group
Florida
$244M +$10.8M +5% 8.8% 94.4% 169 7.69%
VC
4707
Veery Capital
Delaware
$244M +$20.9M +9% 6.37% 57.1% 98 10.2%
RC
4708
Rovin Capital
Arizona
$244M +$23.3M +11% 8.18% 63.8% 161 19.25%
NI
4709
NetEase Inc
China
$244M +$92.5M +61% 70.3% 464% 2 0%
EFI
4710
EHP Funds Inc
Canada
$244M -$31.1M -11% 7.69% 173% 227 37%
FMTCOCP
4711
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244M +$48M +24% 9.53% 60.9% 497 26.36%
UB
4712
Umpqua Bank
Oregon
$244M 11% 145
PI
4713
Point72 Italy
Italy
$244M +$71.6M +42% 34% 33 72.73%
WLPWM
4714
Walled Lake Planning & Wealth Management
Illinois
$244M +$28.5M +13% 6.86% 51.7% 122 15.57%
3IP
4715
3Chopt Investment Partners
Virginia
$244M -$28.2M -10% 15.1% 116% 166 59.64%
GTAM
4716
Global Trust Asset Management
Florida
$244M +$15.6M +7% 8.86% 168% 477 9.22%
TCM
4717
Thomist Capital Management
Texas
$243M +$17.2M +8% 0.62% 71.2% 38 55.26%
KWM
4718
KFG Wealth Management
Indiana
$243M +$24.2M +11% 5.93% 50.4% 162 22.84%
CCM
4719
Carmel Capital Management
California
$243M +$35.1M +17% 20.4% 265% 32 9.38%
BF
4720
Brooklyn FI
New York
$243M +$30.3M +14% 4.64% 54.7% 56 12.5%
TPCM
4721
Two Point Capital Management
New York
$243M +$24.2M +11% 9.62% 24 0%
IPW
4722
Intergy Private Wealth
Colorado
$243M +$11.7M +5% 6.12% 67.6% 79 8.86%
OFS
4723
Oldfather Financial Services
Nebraska
$243M +$18.6M +8% 8.31% 60.8% 72 13.89%
BHCM
4724
Boulder Hill Capital Management
New York
$243M +$56.2M +30% 14.4% 166 79.52%
EW
4725
Evexia Wealth
Wisconsin
$243M +$6.23M +3% 10.9% 92.5% 59 6.78%