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
GWS
5601
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 10.5% 362 19.06%
HCP
5602
Hamilton Capital Partners
Georgia
$209M +$50.8M +32% 27.1% 29 34.48%
ORG
5603
Optimist Retirement Group
Washington
$209M +$8.82M +4% 5.44% 124 11.29%
APC
5604
Aristotle Pacific Capital
California
$209M -$95.3M -31% 1.61% 1.3% 6 0%
ICMM
5605
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 9.17% 63 12.7%
ACM
5606
Ardent Capital Management
Ohio
$208M -$22.6M -10% 1.17% 77.5% 45 6.67%
RC
5607
Roubaix Capital
Colorado
$208M +$16.4M +9% 22.8% 104% 73 61.64%
EB
5608
Emprise Bank
Kansas
$208M +$21.5M +11% 10.7% 109 16.51%
MWA
5609
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 9.57% 206 24.27%
DWA
5610
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 9.72% 56% 89 24.72%
ACM
5611
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 9.68% 78.4% 51 9.8%
CWA
5612
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 7.73% 61.4% 68 26.47%
SPA
5613
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 8.07% 51.4% 71 8.45%
MWM
5614
MTC Wealth Management
Florida
$208M +$4.51M +2% 5.33% 23% 13 0%
MS
5615
Marshall & Sullivan
Washington
$208M +$11M +6% 7.5% 82% 119 64.71%
BSA
5616
Bull Street Advisors
Georgia
$208M -$760K -0.4% 1.78% 41.9% 90 2.22%
TRIA
5617
Trail Ridge Investment Advisors
Colorado
$208M +$13.8M +7% 10.5% 68.2% 108 9.26%
BCFD
5618
Boit C.F. David
$208M +$8.63M +4% 7.17% 66.7% 129 6.98%
SCM
5619
Sage Capital Management
New Jersey
$208M +$23.5M +13% 12.3% 161 8.07%
BSHC
5620
Breed's Hill Capital
Massachusetts
$208M +$22.3M +12% 14.5% 144 8.33%
SWM
5621
Shelton Wealth Management
Texas
$208M +$23.6M +13% 13.7% 88% 182 45.6%
SSA
5622
SSA Swiss Advisors
$208M +$12.2M +6% 8.28% 135 22.96%
FC
5623
Financial Council
Maryland
$207M +$21.9M +12% 11.5% 63.8% 95 10.53%
GSF
5624
Grove Street Fiduciary
New Hampshire
$207M +$10.1M +5% 7.98% 76 11.84%
FWM
5625
Fortress Wealth Management
California
$207M +$14.7M +8% 5.47% 52.1% 76 10.53%