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
WA1
5126
Wimmer Associates 1
California
$187M +$17.8M +11% 11.5% 78.9% 124 5.65%
AMC
5127
Avenir Management Company
New York
$187M 30.9% 3
UBG
5128
United Bank (Georgia)
Georgia
$186M +$28.8M +18% 10.5% 81.2% 91 6.59%
CCC
5129
Cincinnati Casualty Company
Ohio
$186M +$18M +11% 12.4% 56% 27 3.7%
TS
5130
Twin Securities
New York
$186M +$18.5M +11% 28% 506% 24 70.83%
MA
5131
Mezzasalma Advisors
New Jersey
$186M +$8.42M +5% 10.3% 194% 103 10.68%
SI
5132
Squadra Investments
Brazil
$186M -$59.2M -24% 26.3% 1.55% 8 50%
SICM
5133
Sustainable Insight Capital Management
New York
$186M +$30.4M +19% 13.6% 150% 139 29.5%
BWM
5134
BCGM Wealth Management
Indiana
$186M +$6.46M +4% 7.23% 54.9% 109 9.17%
1W
5135
1776 Wealth
Georgia
$186M +$10.5M +6% 7.29% 90.4% 128 11.72%
HWA
5136
Hillcrest Wealth Advisors
New Jersey
$186M +$17.4M +10% 5.11% 55% 53 3.77%
SWM
5137
Silverlake Wealth Management
Vermont
$186M 9.61% 64.5% 232
HI
5138
Harrington Investments
California
$186M +$12.6M +7% 9.58% 92.5% 85 3.53%
AEM
5139
ACON Equity Management
District of Columbia
$186M +$5.83M +3% 3.24% 32.1% 1 0%
SJL
5140
Shayne & Jacobs LLC
Tennessee
$186M +$12.7M +7% 7.55% 73.4% 36 0%
MWVC
5141
Morgens Waterfall Vintiadis & Co
New York
$186M -$8.02M -4% 12.1% 594% 36 41.67%
WMA
5142
Wealth Management Associates
New Jersey
$186M +$14.9M +9% 8.58% 111% 203 9.36%
ECM
5143
EMC Capital Management
Texas
$186M +$6.63M +4% 6.86% 133 18.8%
HFG
5144
Heron Financial Group
New York
$186M +$6.24M +3% 7.61% 47.5% 153 7.84%
CRCM
5145
Crystal Rock Capital Management
Illinois
$186M -$2.38M -1% 2.86% 172% 34 2.94%
CRI
5146
Colonial River Investments
Virginia
$186M +$43.8M +31% 9.56% 144% 256 90.23%
APSI
5147
Asset Planning Services Inc
Louisiana
$186M +$16.3M +10% 10.4% 117% 41 4.88%
AA
5148
Argent Advisors
Louisiana
$186M +$11M +6% 7.89% 63.1% 140 9.29%
SW
5149
Simplicity Wealth
New Jersey
$185M 5.59% 74.5% 60
CFG
5150
CMC Financial Group
Georgia
$185M +$13.7M +8% 6.85% 102% 32 34.38%