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
SC
5001
Scholtz & Company
Connecticut
$202M +$50.4M +33% 13.2% 89.2% 75 57.33%
BWCS
5002
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 15% 75.4% 159 43.4%
BSC
5003
Brown Shipley & Co
United Kingdom
$202M +$20.4M +11% 12.8% 101% 93 7.53%
3C
5004
325 Capital
New York
$202M +$80.6M +67% 17.9% 226% 13 38.46%
1W
5005
1776 Wealth
Georgia
$202M +$12.5M +7% 12.1% 90.4% 154 29.87%
KCG
5006
Kinsale Capital Group
Virginia
$202M +$25.4M +14% 9.03% 70.9% 36 13.89%
HIC
5007
Harbor Island Capital
Massachusetts
$202M +$28.5M +16% 17.4% 231% 15 0%
AWM
5008
Ameliora Wealth Management
Switzerland
$201M +$32.8M +19% 8.39% 70.1% 221 19.91%
LW
5009
Libra Wealth
California
$201M +$20.6M +11% 10% 58.2% 52 3.85%
FFG
5010
Fortem Financial Group
California
$201M +$30.5M +18% 10.7% 179% 169 10.65%
BKA
5011
Brick & Kyle Associates
Pennsylvania
$201M +$12.5M +7% 12.4% 97.4% 60 6.67%
SCG
5012
Sonata Capital Group
Washington
$201M +$13.6M +7% 11% 57.4% 116 14.66%
GB
5013
Goepper Burkhardt
South Carolina
$201M +$37M +23% 9.62% 50.4% 83 24.1%
YCG
5014
Yeomans Consulting Group
Georgia
$201M 10.2% 66
WMWM
5015
Whitaker-Myers Wealth Managers
Ohio
$201M +$39.7M +25% 10.7% 69.5% 94 25.53%
IAMH
5016
IvyRock Asset Management (HK)
Hong Kong
$201M +$9.07M +5% 25.4% 76% 22 45.45%
BBWP
5017
Beacon Bridge Wealth Partners
Pennsylvania
$200M +$10.9M +6% 9.09% 52% 109 12.84%
JWM
5018
Jessup Wealth Management
Ohio
$200M +$26.6M +15% 16% 164% 65 35.38%
BMWM
5019
Brown Miller Wealth Management
Virginia
$200M +$21M +12% 11.8% 102% 129 13.18%
AJ
5020
Ashburton (Jersey)
Jersey
$200M -$5.38M -3% 9.69% 55 1.82%
CFG
5021
Cambridge Financial Group
Ohio
$200M +$16.4M +9% 12% 33 6.06%
LPC
5022
Lion Point Capital
New York
$200M -$24.6M -11% 8.39% 319% 34 20.59%
SI
5023
Saxon Interests
Texas
$200M +$51.1M +34% 9.22% 73% 219 90.41%
IAS
5024
IMA Advisory Services
Colorado
$200M -$187M -48% 10.6% 74.5% 286 77.62%
TSWM
5025
Tyler-Stone Wealth Management
Ohio
$200M +$24.4M +14% 10.6% 997 9.93%