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
FWM
5176
Fortress Wealth Management
California
$183M +$28.8M +19% 7.89% 52.1% 72 27.78%
I2I
5177
Insight 2811 Inc
Illinois
$183M +$7.28M +4% 5.38% 22.2% 85 11.76%
MA
5178
Mezzasalma Advisors
New Jersey
$183M +$21.2M +13% 11.8% 157% 97 17.53%
DRS
5179
Deane Retirement Strategies
Louisiana
$183M +$4.15M +2% 6.71% 64.7% 70 34.29%
RWA
5180
Rainsberger Wealth Advisors
Colorado
$183M +$20.3M +12% 9.57% 73 12.33%
SM
5181
Sciencast Management
New Jersey
$183M -$37.2M -17% 10.2% 72.5% 470 86.6%
LAM
5182
Lountzis Asset Management
Pennsylvania
$183M +$4.13M +2% 11.3% 103% 46 6.52%
WIP
5183
WealthCare Investment Partners
Rhode Island
$183M +$18.8M +11% 8.96% 47.9% 134 13.43%
WAM
5184
WFA Asset Management
Wisconsin
$183M +$14.6M +9% 10% 60% 259 15.83%
TLA
5185
Tanglewood Legacy Advisors
Texas
$183M +$16.3M +10% 9.85% 53.1% 295 8.81%
SW
5186
SMART Wealth
Nebraska
$183M +$49.9M +37% 5.42% 52.3% 93 34.41%
PSC
5187
Patient Square Capital
California
$183M +$941K +0.5% 1.35% 328% 2 0%
SM
5188
Soapstone Management
Maryland
$183M -$33.4M -15% 16.3% 51.5% 20 15%
IWMWV
5189
Ironwood Wealth Management (West Virginia)
West Virginia
$183M +$15.3M +9% 6.57% 35.2% 22 0%
HSWM
5190
Hubbell Strickland Wealth Management
Louisiana
$183M +$15.8M +9% 9.54% 56.8% 74 5.41%
SFS
5191
Solitude Financial Services
Virginia
$183M +$5.6M +3% 7.08% 55.4% 47 4.26%
BWM
5192
Baron Wealth Management
Michigan
$183M +$25.9M +17% 10.5% 86.8% 177 22.03%
MUAMU
5193
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$183M +$40.4M +28% 11.7% 138% 105 27.62%
1C
5194
1623 Capital
Virginia
$182M -$51.7M -22% 14.5% 11.9% 28 21.43%
CFM
5195
Capricorn Fund Managers
United Kingdom
$182M -$106M -37% 8.18% 169% 96 57.29%
HWA
5196
Hillcrest Wealth Advisors
New Jersey
$181M +$5.86M +3% 9.9% 55% 47 4.26%
SWM
5197
Silverlake Wealth Management
Vermont
$181M +$3.28M +2% 9.98% 54.9% 252 19.44%
PBC
5198
Pavion Blue Capital
California
$181M +$16.8M +10% 9.74% 67.6% 99 9.09%
GAM
5199
Garrison Asset Management
Arkansas
$181M +$17.5M +11% 11.1% 52.1% 111 9.91%
AWM
5200
Activest Wealth Management
Florida
$181M +$18.9M +12% 11.3% 105% 382 26.96%