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
CWA
4851
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 0.37% 91.5% 109 20.18%
MIM
4852
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 9.16% 98.4% 104 8.65%
FI
4853
Firetrail Investments
Australia
$293M -$12.1M -4% 0.04% 29 3.45%
RFP
4854
Roth Financial Partners
Texas
$293M -$10.3M -3% 0.65% 54.3% 33 9.09%
FWP
4855
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 0.48% 112 24.11%
NC
4856
Nixon Capital
Texas
$293M -$86.2M -23% 9.02% 102% 31 35.48%
SG
4857
Sharper & Granite
California
$293M +$8.8M +3% 0.11% 47.1% 108 1.85%
CW
4858
Curio Wealth
Maryland
$293M +$10.3M +4% 0.13% 1,298 67.03%
WFS
4859
Walker Financial Services
Kentucky
$292M +$16.4M +6% 0.51% 18.9% 44 9.09%
BCM
4860
Barometer Capital Management
Ontario, Canada
$292M -$123M -30% 14.9% 311% 185 67.57%
PPC
4861
Pennington Partners & Co
Maryland
$292M +$42.4M +17% 3.55% 116 18.1%
NIM
4862
Nicollet Investment Management
Minnesota
$292M -$24M -8% 3.51% 82% 77 5.19%
BFS
4863
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 0.27% 257 8.95%
FPM
4864
Francisco Partners Management
California
$292M -$169M -37% 35.7% 30% 3 0%
LFC
4865
LCC Family Corp
$292M -$188M -39% 31.8% 1 0%
WF
4866
Warner Financial
Maryland
$292M +$3.53M +1% 1.38% 62.1% 136 3.68%
DIGDR
4867
Dynamo Internacional Gestao de Recursos
Brazil
$292M +$144M +97% 12.1% 67.3% 7 28.57%
BCIM
4868
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 1.59% 47.6% 29 13.79%
MAG
4869
Members Advisory Group
New York
$292M +$26.3M +10% 0.39% 70.6% 45 51.11%
CP
4870
Canopy Partners
Ohio
$291M -$15.5M -5% 1.37% 265 12.08%
CIM
4871
Capital Investment Management
Missouri
$291M +$5.23M +2% 0.95% 132 14.39%
WAG
4872
Wilkerson Advisory Group
Missouri
$291M +$7.06M +2% 0.64% 654 17.13%
DP
4873
Denver PWM
Colorado
$291M -$8.51M -3% 0.06% 36.2% 92 22.83%
DWM
4874
Denver Wealth Management
Colorado
$291M +$8.47M +3% 2.36% 50% 108 22.22%
EPIME
4875
Evelyn Partners Investment Management (Europe)
$291M -$17.7M -6% 3.16% 190 4.21%