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
RAM
4701
RJA Asset Management
Connecticut
$290M -$33.7M -10% 3.01% 80.2% 4 0%
CW
4702
Cabot-Wellington
Massachusetts
$290M +$18.9M +7% 10.5% 65% 5 0%
BP
4703
BWM Planning
Texas
$290M +$53.9M +23% 6.66% 85 14.12%
MIM
4704
Moseley Investment Management
Florida
$290M +$34.5M +13% 12.4% 96.6% 166 10.84%
PIA
4705
Pinion Investment Advisors
Kansas
$290M -$164M -36% 9.4% 75.4% 171 16.96%
EWA
4706
ERTS Wealth Advisors
Michigan
$290M -$225M -44% 6.82% 36.5% 85 69.41%
BBNB
4707
Baker Boyer National Bank
Washington
$290M +$18.9M +7% 6.31% 44.7% 79 8.86%
AA
4708
AF Advisors
California
$290M -$239M -45% 0.12% 76.5% 30 33.33%
HVP
4709
Hudson Value Partners
Florida
$290M +$23.7M +9% 10.7% 124% 115 18.26%
KA
4710
Kercheville Advisors
Texas
$290M +$44.4M +18% 16.8% 240% 113 28.32%
SFS
4711
Stiles Financial Services
Minnesota
$290M +$29M +11% 12% 133% 180 8.33%
LSWP
4712
Liberty Square Wealth Partners
Pennsylvania
$289M +$27.4M +10% 8.02% 155 11.61%
HPM
4713
Hoxton Planning & Management
West Virginia
$289M +$27.2M +10% 9.84% 70.1% 223 17.04%
NIA
4714
NIA Impact Advisors
California
$289M +$20M +7% 15.9% 105 13.33%
RWA
4715
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 7.72% 50.8% 109 18.35%
JWM
4716
Jeppson Wealth Management
California
$289M +$15.9M +6% 8.86% 91.6% 221 11.31%
SA
4717
SAM Advisors
California
$289M +$22.2M +8% 9.68% 57.5% 45 17.78%
SFMG
4718
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 7.44% 47.3% 57 5.26%
DWM
4719
Darwin Wealth Management
Florida
$289M -$8.55M -3% 9.85% 56.8% 681 17.62%
HNWA
4720
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 8.76% 61.6% 85 8.24%
WPA
4721
WIT Partners Advisory
Singapore
$289M -$14M -5% 4.63% 1 0%
AGWCA
4722
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 11.6% 85% 1,354 47.19%
IAM
4723
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 5.91% 82.5% 46 10.87%
FCT
4724
Family Capital Trust
Massachusetts
$289M +$9.79M +4% 5.44% 32.3% 62 0%
HC
4725
Headwater Capital
China
$288M +$65.8M +30% 18.2% 17 64.71%