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
MWM
5451
McNaughton Wealth Management
California
$180M +$11.5M +7% 5.38% 50.3% 53 3.77%
MSFP
5452
Mark Sheptoff Financial Planning
Connecticut
$180M +$14.4M +9% 7.19% 85.8% 427 13.11%
WA
5453
Watchtower Advisors
Connecticut
$180M +$31.2M +21% 19% 272% 17 47.06%
RM
5454
RP Management
New York
$180M +$31.4M +21% 23.1% 208% 3 0%
TPWA
5455
Twin Peaks Wealth Advisors
California
$180M +$23.5M +15% 8.06% 134 14.93%
DC
5456
Diametric Capital
Massachusetts
$180M +$15.8M +10% 9.71% 135% 434 64.98%
NPP
5457
New Potomac Partners
Maryland
$180M +$12M +7% 9.2% 37.2% 88 4.55%
VSCP
5458
Vesey Street Capital Partners
New York
$180M -$39.9M -18% 18% 43.8% 1 0%
VVA
5459
Vida Ventures Advisors
Massachusetts
$180M +$96M +114% 8.74% 154% 8 50%
ABG
5460
Ally Bridge Group
New York
$180M +$12.1M +7% 56.7% 942% 34 70.59%
ACA
5461
Ascension Capital Advisors
Texas
$180M +$25M +16% 7.54% 59.3% 33 24.24%
1CM
5462
1492 Capital Management
Wisconsin
$180M +$3.7M +2% 7.27% 187% 110 26.36%
NIMC
5463
Nierenberg Investment Management Company
Washington
$180M +$12.8M +8% 9.04% 167% 46 4.35%
OFS
5464
Orrstown Financial Services
Pennsylvania
$180M +$54.5M +44% 9.5% 86 20.93%
MWA
5465
Moser Wealth Advisors
Washington
$179M +$22.8M +15% 11.4% 152 8.55%
PBO
5466
Peoples Bank (Ohio)
Ohio
$179M +$9.27M +5% 6.46% 71.7% 126 7.14%
IF
5467
IRON Financial
Illinois
$179M +$3.19M +2% 4.39% 51.4% 117 32.48%
TA
5468
TKG Advisors
Indiana
$179M +$11.7M +7% 10.2% 104% 114 33.33%
BBW
5469
Blue Barn Wealth
Utah
$179M +$11M +7% 5.51% 46.4% 149 22.15%
VAM
5470
Verity Asset Management
North Carolina
$179M +$22.5M +14% 8.56% 68.4% 224 25.45%
T
5471
Tidemark
California
$179M +$19.5M +12% 5.59% 735 11.29%
MWP
5472
Meredith Wealth Planning
Illinois
$179M +$18.4M +11% 7.5% 66.3% 45 13.33%
LWM
5473
Laidlaw Wealth Management
New York
$179M -$96M -35% 9.64% 116% 250 35.6%
SM
5474
Soapstone Management
Maryland
$179M -$3.69M -2% 12% 51.5% 20 25%
CP
5475
Castleview Partners
Texas
$179M +$36.4M +25% 6.32% 54.5% 955 15.92%