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
SIS
5126
SVB Investment Services
Utah
$150M +$24.4M +19% 5.51% 38 7.89%
AWAM
5127
Appian Way Asset Management
New York
$150M -$45.9M -23% 6.49% 49.4% 77 84.42%
CWAF
5128
Core Wealth Advisors (Florida)
Florida
$150M +$36.5M +32% 5.18% 48.8% 216 26.85%
MJB
5129
Mark J. Bradley
$150M +$2.19M +1% 7.51% 51 1.96%
WCM
5130
Washburn Capital Management
Florida
$150M +$2.21M +2% 8.84% 117% 59 20.34%
KLC
5131
Knowledge Leaders Capital
Colorado
$149M +$23.8M +19% 7.48% 51.6% 151 40.4%
GC
5132
Grace Capital
Massachusetts
$149M -$7.9M -5% 8.31% 127% 214 30.37%
CCM
5133
Cox Capital Management
Massachusetts
$149M +$4.89M +3% 4.86% 95.3% 83 6.02%
OCPWS
5134
One Charles Private Wealth Services
Massachusetts
$149M +$127M +584% 4.55% 99.7% 111 70.27%
PWM
5135
Palumbo Wealth Management
New York
$149M +$16.4M +12% 8% 80.7% 107 18.69%
NWA
5136
New World Advisors
Massachusetts
$149M -$32.9M -18% 8% 95.9% 109 87.16%
IA
5137
IFS Advisors
Kansas
$149M +$21.1M +17% 4.37% 47.6% 29 20.69%
AFR
5138
Applied Fundamental Research
Massachusetts
$149M +$30.3M +26% 5.56% 38% 12 16.67%
CCM
5139
Colorado Capital Management
Colorado
$149M +$8.66M +6% 5.04% 53.4% 74 1.35%
BCM
5140
Brightline Capital Management
Florida
$149M +$370K +0.2% 17.7% 778% 15 40%
UBG
5141
United Bank (Georgia)
Georgia
$148M +$5.97M +4% 6.94% 64.5% 85 4.71%
CWA
5142
Carolina Wealth Advisors
South Carolina
$148M +$11.4M +8% 4.34% 57.5% 332 16.27%
BFA
5143
Bluestem Financial Advisors
Illinois
$148M +$7.88M +6% 4.98% 39.5% 27 0%
NFG
5144
Norris Financial Group
South Carolina
$148M +$12.1M +9% 6.27% 122% 98 34.69%
EGVF
5145
ESA Global Value Fund
Cayman Islands
$148M +$18.3M +14% 14.2% 5 0%
FP
5146
Factorial Partners
New York
$148M +$5.7M +4% 4.58% 78.3% 112 27.68%
HFS
5147
HBC Financial Services
Washington
$148M +$2.93M +2% 4.82% 12.6% 208 11.06%
RA
5148
RiverTree Advisors
Florida
$148M +$5.09M +4% 5.33% 25.4% 46 43.48%
SC
5149
Samjo Capital
New York
$148M +$12.9M +10% 7.91% 89.1% 22 18.18%
BSI
5150
Bennett Selby Investments
Maine
$148M +$19.1M +15% 11.2% 69.8% 56 16.07%