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)
LGA
4776
Lebenthal Global Advisors
New York
$186M +$23.4M +14% 7.24% 50.8% 190 46.84% 0.3
MC
4777
Muzinich & Co
New York
$186M -$69.1M -27% 5.3% 9.67% 64 48.44% 3.5
BFA
4778
Beacon Financial Advisory
Ohio
$186M +$11.4M +6% 6.28% 68.1% 236 11.44% 1
SWP
4779
ShoreHaven Wealth Partners
New Jersey
$186M +$1.5M +0.8% 4.53% 63.8% 286 82.17% 0.5
BCM
4780
Breiter Capital Management
Florida
$186M +$88.7M +91% 9.61% 109% 148 67.57% 0.7
IAMOG
4781
Investors Asset Management of Georgia
Georgia
$186M +$13.5M +8% 8.32% 113% 169 9.47% 4.3
LCWP
4782
Legacy Capital Wealth Partners
Arkansas
$186M -$56.3M -23% 4.23% 69.4% 91 82.42% 0.3
MA
4783
Menlo Advisors
California
$185M +$17.3M +10% 7.44% 108% 42 9.52% 3.6
CA
4784
Corriente Advisors
Texas
$185M -$86.2M -32% 2.55% – 19 68.42% 0.4
SWM
4785
Strategic Wealth Management
Washington
$185M +$18.7M +11% 5.02% 52.8% 77 15.58% 0.9
BPM
4786
Bronson Point Management
Connecticut
$185M -$50M -21% 7.13% 7.56% 59 50.85% 0.6
RGC
4787
Redwood Grove Capital
California
$185M +$22.9M +14% 2.2% 79.8% 27 14.81% 0.4
JIC
4788
JRM Investment Counsel
Nebraska
$185M +$23.8M +15% 9.87% 65.5% 17 5.88% 4.7
MFGM
4789
Marshall Financial Group (Maryland)
Maryland
$185M +$17.8M +11% 6.97% 63.5% 171 22.22% 0.4
WFC
4790
Western Financial Corp
California
$185M +$21.3M +13% 12.3% 275% 102 26.47% 0.4
LHC
4791
Little House Capital
Massachusetts
$185M -$97.9M -35% 6.74% 108% 199 79.9% 0.5
VFIC
4792
Valley Forge Investment Consultants
Pennsylvania
$185M +$39M +27% 6.06% 61.9% 79 16.46% 0.4
BMCM
4793
Black Maple Capital Management
Wisconsin
$185M +$48.1M +35% 4.97% 35.7% 119 60.5% 0.2
APWA
4794
Atlas Private Wealth Advisors
New Jersey
$185M +$5.62M +3% 5.64% 51.6% 979 26.56% 0.8
BGDR
4795
BC Gestao de Recursos
Brazil
$185M +$10M +6% 9.23% – 4 25% 0.4
TWM
4796
Titus Wealth Management
California
$184M +$13.2M +8% 6.35% 26.6% 158 15.82% 1.8
NEGWA
4797
New England Guild Wealth Advisors
Connecticut
$184M +$6.53M +4% 4.78% 6.04% 71 7.04% 2.3
AIM
4798
Alerce Investment Management
Illinois
$184M -$41.8M -18% 16.2% 25.1% 7 0% 0.5
BOCM
4799
Bontempo Ohly Capital Management
Maryland
$184M +$5.43M +3% 4.16% 49.6% 32 0% 3.2
SJIM
4800
St. Johns Investment Management
Florida
$184M +$10.4M +6% 6.85% 80.9% 213 21.13% 3.9