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)
MWC
4776
MKD Wealth Coaches
Michigan
$118M +$21.3M +22% 6.23% – 53 13.21% 0.8
SC
4777
Spinnaker Capital
Massachusetts
$117M -$15.1M -11% 13.7% 12.4% 2 0% 2
1W
4778
1776 Wealth
Georgia
$117M – – 9.03% 90.4% 336 – 0
SC
4779
Steph & Co
Wisconsin
$117M – – 6.84% 61.6% 256 – 0
GCA
4780
Genesee Capital Advisors
New York
$117M +$9.42M +9% 6.71% 101% 74 14.86% 0.7
EI
4781
EDMP Inc
Florida
$117M +$4.82M +4% 8.67% 71.6% 53 5.66% 3.4
FDS
4782
First Dallas Securities
Texas
$117M +$4.38M +4% 7.89% 163% 93 18.28% 3.3
LFA
4783
Legend Financial Advisors
Pennsylvania
$117M -$560K -0.5% 9.6% 117% 35 20% 0.8
MRI
4784
Mad River Investors
Massachusetts
$117M +$14.3M +14% 13.3% 225% 24 8.33% 3.6
LS
4785
Liquid Strategies
Georgia
$117M – – 3.11% 46.8% 6 – 0
MA
4786
Mangham Associates
Virginia
$117M -$17.6M -13% 8.34% 24.4% 4 25% 1.6
PGF
4787
Pelham Global Financials
United Kingdom
$117M +$2.21M +2% 3.39% 24.5% 8 37.5% 0.8
ATWA
4788
Arbor Trust Wealth Advisors
Michigan
$117M – – 7.69% 63.8% 83 – 0
BFA
4789
Beacon Financial Advisory
Ohio
$117M – – 5.96% 68.1% 162 – 0
BA
4790
Ballew Advisors
Mississippi
$117M +$7.08M +6% 4.7% 68% 99 17.17% 1.6
TCM
4791
Tandem Capital Management
New Jersey
$117M – – 8.29% 120% 75 – 0
DG
4792
Dumont Global
New York
$116M – – 6.82% – 6 – 0
CSWG
4793
Cardinal Strategic Wealth Guidance
Kentucky
$116M – – 6.35% 67.3% 55 – 0
IG
4794
Inherent Group
New York
$116M +$8.69M +8% 20.4% 61.7% 7 0% 0.7
WCM
4795
Washington Capital Management
Washington
$116M +$14.1M +14% 10.1% 76.9% 108 15.74% 2.4
BRC
4796
Bell Rock Capital
Delaware
$116M +$3.39M +3% 6.96% – 393 11.45% 2.2
LWM
4797
Loveless Wealth Management
Montana
$116M – – 5.91% – 116 – 0
RFO
4798
RiverGlades Family Offices
Florida
$116M +$4.04M +4% 5.82% – 67 11.94% 0.8
MAP
4799
Madison Avenue Partners
New York
$116M – – 18.5% 284% 15 – 0
KI
4800
Koch Industries
Kansas
$116M -$17.6M -13% 12.7% 56.9% 2 0% 3