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
SVWG
5376
Shared Vision Wealth Group
United States
$291M +$45.7M +19% 11.5% 118 22.88%
SIM
5377
Strategic Investment Management
Virginia
$291M +$51.1M +21% 7.79% 53.3% 17 23.53%
LIA
5378
LifePlan Investment Advisors
North Carolina
$291M +$36M +14% 16.9% 60.9% 133 9.77%
VG
5379
Visualize Group
New York
$291M +$47.6M +20% 11.3% 13 38.46%
NC
5380
Nokomis Capital
Texas
$290M -$58.3M -17% 1.34% 145% 61 19.67%
BCP
5381
Bayberry Capital Partners
New York
$290M -$33M -10% 15.6% 99.7% 37 45.95%
NWP
5382
NerdWallet Wealth Partners
New York
$290M +$61M +27% 10.9% 70 17.14%
FCMI
5383
Foresite Capital Management IV
California
$290M +$53.1M +22% 28.2% 151% 9 44.44%
KLCMU
5384
Kite Lake Capital Management (UK)
United Kingdom
$290M +$165M +133% 19.8% 337% 11 18.18%
SIA
5385
SGL Investment Advisors
Montana
$290M +$23.4M +9% 17.8% 143 20.28%
MPWS
5386
McCarter Private Wealth Services
Massachusetts
$290M +$59.8M +26% 14.7% 206 30.1%
RC
5387
Resolute Capital
South Carolina
$290M +$42.9M +17% 9.84% 74 25.68%
VIP
5388
Viewpoint Investment Partners
Alberta, Canada
$290M +$73.8M +34% 4.67% 31.9% 135 34.07%
BLAM
5389
Bourne Lent Asset Management
New York
$289M +$17.3M +6% 13.3% 76.1% 66 6.06%
IIM
5390
Ironwood Investment Management
Massachusetts
$289M +$49.4M +21% 28.6% 164% 186 8.6%
FIC
5391
FCG Investment Company
Tennessee
$289M +$61.1M +27% 31.1% 142 46.48%
TW
5392
Towerpoint Wealth
California
$289M +$41.3M +17% 14.5% 62.4% 117 22.22%
FFC
5393
First Financial Corp
Indiana
$289M +$34.5M +14% 17.2% 88.3% 305 3.93%
DB
5394
Dravo Bay
Delaware
$289M +$42.8M +17% 10.2% 45.2% 55 9.09%
CCAM
5395
Codex Capital Asset Management
Texas
$289M +$30.3M +12% 16.2% 34 11.76%
WIA
5396
Wetzel Investment Advisors
Indiana
$289M +$37.1M +15% 13.1% 147 16.33%
SCI
5397
Stableford Capital II
Arizona
$289M +$19.5M +7% 12.9% 59.3% 162 20.37%
CWA
5398
Crux Wealth Advisors
California
$289M +$27.9M +11% 11.5% 200 13.5%
FH
5399
FWG Holdings
Florida
$288M +$23.4M +9% 20.4% 91.6% 145 26.21%
RCS
5400
Retirement Capital Strategies
California
$288M +$23.4M +9% 11.3% 59% 71 16.9%