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)
SWA
5626
Safir Wealth Advisors
New Hampshire
$109M +$1.42M +1% 2.13% 46.4% 41 68.29% 0.3
OP
5627
Osmium Partners
California
$109M +$33.4M +44% 42.1% 28.4% 17 47.06% 1.9
PC
5628
Prairiewood Capital
North Dakota
$109M +$11M +11% 10.6% 43% 73 21.92% 0.2
IIM
5629
InTrack Investment Management
Vermont
$109M +$8.7M +9% 5.14% 99.2% 106 18.87% 0.2
HC
5630
Hatton Consulting
Arizona
$109M – – 0.25% – 35 – 0
BG
5631
Benedetti & Gucer
Georgia
$109M – – 5.12% 42.7% 87 – 0
BCPWM
5632
Bradley & Co Private Wealth Management
Florida
$108M – – 2.27% – 172 – 0
SCA
5633
Sippican Capital Advisors
Massachusetts
$108M +$16.1M +17% 20.2% 90.1% 117 12.82% 3.8
UAM
5634
Unison Asset Management
Florida
$108M +$7.46M +7% 13.9% 81.4% 29 13.79% 0.3
SWA
5635
Sightline Wealth Advisors
Connecticut
$108M +$6.66M +7% 5.47% 44.4% 55 10.91% 0.2
BDFN
5636
Bond & Devick Financial Network
Minnesota
$108M +$20.5M +23% 5.02% 41.2% 98 8.16% 0.2
PIA
5637
Pinion Investment Advisors
Kansas
$108M +$13M +14% 5.29% 75.4% 159 27.04% 1.6
AW
5638
Alaethes Wealth
Nevada
$108M – – 3% 96.4% 87 – 0
GWAM
5639
Guardian Wealth Advisors (Minnesota)
Minnesota
$108M +$7.11M +7% 5.63% 57.3% 65 3.08% 0.2
BCM
5640
Billings Capital Management
Virginia
$108M – – 22% – 9 – 1.5
WCM
5641
Washington Capital Management
Washington
$108M +$2.83M +3% 8.2% 76.9% 116 19.83% 2.2
OA
5642
Ocean Arete
Hong Kong
$108M +$82.1M +321% 4.01% – 20 85% 0.1
4WM
5643
4J Wealth Management
Virginia
$108M +$3.6M +3% 3.35% 68.2% 76 9.21% 0.2
FWP
5644
Firethorn Wealth Partners
Georgia
$107M +$14.9M +16% 5.97% 75.1% 145 34.48% 0.2
ACM
5645
Avalon Capital Management
California
$107M +$1.6M +2% 5.88% 151% 30 50% 2.1
MF
5646
Montis Financial
Massachusetts
$107M +$7.19M +7% 2.76% 46% 72 12.5% 0.2
SWM
5647
Salvus Wealth Management
New Jersey
$107M +$14.6M +16% 11.3% 108% 85 5.88% 0.2
TCMP
5648
Thrive Capital Management (Pennsylvania)
Pennsylvania
$107M +$13M +14% 2.63% 58.2% 108 18.52% 0.2
PCMM
5649
Piedmont Capital Management (Montana)
Montana
$107M +$8.25M +8% 5.99% 94% 42 7.14% 0.3
CCM
5650
Cephei Capital Management
Hong Kong
$107M -$73.9M -41% 6.27% – 5 40% 0.3