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
MGB
5201
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 3.12% 5 40%
BDFN
5202
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 7.77% 41.2% 126 14.29%
BCFD
5203
Boit C.F. David
$140M +$17.3M +14% 15.3% 66.7% 109 1.83%
ADMI
5204
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 10.6% 82% 161 10.56%
ZC
5205
Zoom Communications
California
$140M +$10.1M +8% 8.04% 10.7% 3 0%
PFA
5206
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 4.16% 77.3% 97 24.74%
KCP
5207
Keyframe Capital Partners
New York
$140M +$39.1M +39% 7.8% 15.9% 8 0%
FS
5208
Ferguson Shapiro
Georgia
$140M -$26.6M -16% 1.66% 39.6% 50 34%
SF
5209
Safeguard Financial
Wisconsin
$140M +$31.7M +29% 7.87% 21.9% 68 29.41%
BFA
5210
Beacon Financial Advisory
Ohio
$140M -$636K -0.5% 8.66% 53.5% 209 16.75%
YEPV
5211
Yorktown Energy Partners VIII
New York
$140M -$29.4M -17% 0.84% 15.2% 2 0%
BF
5212
Brooklyn FI
New York
$140M +$22.3M +19% 7.83% 42.9% 42 9.52%
MIM
5213
Moseley Investment Management
Florida
$140M +$3.41M +3% 6.85% 96.6% 150 10.67%
MA
5214
Macellum Advisors
New York
$139M -$7.55M -5% 1.17% 5 40%
AFA
5215
AllGen Financial Advisors
Florida
$139M +$11M +9% 7.04% 39.7% 45 35.56%
1W
5216
1776 Wealth
Georgia
$139M +$7.55M +6% 3.72% 87.4% 124 12.9%
WHGC
5217
Wealth High Governance Capital
Brazil
$139M 10.8% 424% 10
NFP
5218
NorthLanding Financial Partners
New York
$139M +$12.6M +10% 9.2% 48.7% 66 9.09%
SAMC
5219
Spectrum Asset Management (Connecticut)
Connecticut
$139M +$14.4M +12% 1.52% 2.29% 7 14.29%
CAM
5220
Clark Asset Management
New Hampshire
$139M 6.6% 45.5% 59
MCAI
5221
Members Capital Advisors Inc
Wisconsin
$139M +$12.1M +10% 14.7% 22.2% 75 10.67%
MPIM
5222
McGinn Penninger Investment Management
Virginia
$139M +$22.7M +20% 14.3% 51.9% 30 16.67%
AFR
5223
Applied Fundamental Research
Massachusetts
$139M +$15.7M +13% 8.41% 38% 12 16.67%
BWM
5224
Benchmark Wealth Management
Connecticut
$139M +$11.4M +9% 7.45% 42.7% 55 16.36%
BM
5225
Bislett Management
California
$139M -$6.88M -5% 8.06% 6.92% 15 13.33%