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 Avg Holding
Period (Yrs)
Maltin Wealth Management
5301
Maltin Wealth Management
New Jersey
$127M -$11.8M -9% 4.89% 58.2% 119 18.49% 1.7
Sowa Financial Group
5302
Sowa Financial Group
Rhode Island
$127M -$4.65M -4% 6.07% 77.7% 36 2.78% 2.5
Five Oceans Advisors
5303
Five Oceans Advisors
California
$127M -$7.54M -6% 5.32% 85.3% 148 22.3% 0.7
Data Collective IV
5304
Data Collective IV
California
$127M +$5.41M +4% 4.85% 317% 5 0% 0.8
Gates Foundation
5305
Gates Foundation
Washington
$126M -$3.6M -3% 13.5% 58.1% 10 10% 1.4
S.A. Mason
5306
S.A. Mason
Michigan
$126M -$10.5M -8% 4.88% 116% 332 4.22% 2.3
Warther Private Wealth
5307
Warther Private Wealth
Ohio
$126M -$10.3M -8% 3.59% 94.1% 110 28.18% 1
Salem Capital Management
5308
Salem Capital Management
Massachusetts
$126M -$10.8M -8% 6.36% 32.3% 57 3.51% 7
Tanager Wealth Management
5309
Tanager Wealth Management
United Kingdom
$126M +$5.02M +4% 7.64% 53.4% 47 17.02% 0.6
Salesforce Inc
5310
Salesforce Inc
California
$126M -$23.1M -15% 10.1% 33.9% 4 50% 1.6
7IH
5311
72 Investment Holdings
Connecticut
$126M +$61.5M +95% 100% 1,556% 5 0% 1.2
Tranquilli Financial Advisor
5312
Tranquilli Financial Advisor
New Jersey
$126M -$4.31M -3% 3.09% 55.1% 72 15.28% 1.1
Planning Center Inc
5313
Planning Center Inc
Illinois
$126M -$707K -0.6% 6.07% 38.9% 49 8.16% 0.7
CWA
5314
Clearview Wealth Advisors
Oregon
$126M -$7.33M -5% 5.68% 45.2% 668 11.23% 1.4
CCP
5315
Cunning Capital Partners
North Carolina
$126M -$3.54M -3% 4.15% 268% 68 0% 0.6
Aspire Capital Advisors
5316
Aspire Capital Advisors
Washington
$126M -$5.75M -4% 4.74% 59.3% 49 4.08% 0.5
Beaumont Asset Management
5317
Beaumont Asset Management
Texas
$126M -$6.13M -5% 5.61% 73.1% 75 22.67% 1.6
TKG Advisors
5318
TKG Advisors
Indiana
$126M +$9.8M +8% 2.52% 104% 86 36.05% 0.5
DC
5319
Dryden Capital
Florida
$126M -$25M -17% 1.06% – 66 25.76% 0.6
Silicon Hills Wealth Management
5320
Silicon Hills Wealth Management
Texas
$126M -$10.7M -8% 4.88% 30.9% 98 11.22% 1.8
E Fund Management (HK)
5321
E Fund Management (HK)
Hong Kong
$126M -$19M -13% 13.6% 163% 33 15.15% 1.6
Robinson Capital Management
5322
Robinson Capital Management
Michigan
$126M -$8.33M -6% 6.62% 7.8% 403 29.53% 0.6
Seelaus Asset Management
5323
Seelaus Asset Management
New Jersey
$126M -$8.83M -7% 1.99% 134% 244 18.03% 2.2
Mezzasalma Advisors
5324
Mezzasalma Advisors
New Jersey
$126M +$7.53M +6% 2.11% 203% 85 8.24% 1.6
Godsey & Gibb Inc
5325
Godsey & Gibb Inc
Virginia
$126M -$54.7M -30% 7.29% 87.5% 172 83.14% 0.1