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)
FWP
5776
Firethorn Wealth Partners
Georgia
$134M +$6.06M +5% 5.85% 75.1% 131 12.21% 1.7
HBW
5777
Hazlett, Burt & Watson
West Virginia
$134M +$11.7M +10% 6.88% 97.1% 734 18.26% 1
CIA
5778
Cascade Investment Advisors
Oregon
$134M +$7.67M +6% 6.33% 71.4% 247 60.32% 3.8
WFA
5779
Woodward Financial Advisors
North Carolina
$134M +$12.1M +10% 4.48% 50.8% 50 12% 1.2
PPW
5780
PACK Private Wealth
Minnesota
$134M +$8.02M +6% 4.69% 52.8% 39 7.69% 1.3
ACM
5781
Altai Capital Management
California
$134M +$16.7M +14% 27% 24.9% 5 0% 2.6
BP
5782
Berkshire Partners
Massachusetts
$133M +$3.42M +3% 5.43% 79% 1 0% 1.5
BC
5783
Birchview Capital
Vermont
$133M +$5.69M +4% 15.3% 327% 56 5.36% 3.2
BRG
5784
Bay Rivers Group
Virginia
$133M +$19M +17% 11.9% 166% 68 10.29% 2.4
CI
5785
Carroll Investors
South Carolina
$133M +$10.8M +9% 16.2% 241% 39 33.33% 1.2
PSC
5786
Prentiss Smith & Co
Vermont
$133M -$1.46M -1% 7.01% 63.9% 66 12.12% 5.9
FFA
5787
Fortune Financial Advisors
Kansas
$133M – – 6.07% 76.8% 121 – 0
PFWA
5788
Paces Ferry Wealth Advisors
Georgia
$133M +$9.22M +7% 10.1% 72% 115 9.57% 2.1
MWM
5789
Meritas Wealth Management
California
$133M +$6.03M +5% 4.96% 69.4% 43 6.98% 0.5
GIM
5790
Growth Interface Management
Florida
$133M +$32.9M +33% 32% 12% 10 10% 1.3
CWA
5791
Capital Wealth Alliance
Arizona
$133M +$9.14M +7% 1.73% 108% 117 20.51% 1.9
HWM
5792
HighMark Wealth Management
Minnesota
$133M +$4.83M +4% 6.98% 110% 636 16.67% 2.3
DSN
5793
D. Scott Neal
Kentucky
$133M -$46M -26% 3.02% 105% 71 22.54% 2.8
MPW
5794
MGO Private Wealth
California
$133M +$5.26M +4% 4.47% 51.5% 81 25.93% 0.6
AFS
5795
AFG Fiduciary Services
Massachusetts
$133M +$24.5M +23% 6.12% 61.9% 91 25.27% 1
EFH
5796
Eaton Financial Holdings
Florida
$133M +$4.84M +4% 5.36% – 56 14.29% 0.5
TOTUOP
5797
Trustees of The University of Pennsylvania
Pennsylvania
$133M +$30.3M +30% 29% – 8 37.5% 0.9
SNBOSCI
5798
Security National Bank of Sioux City Iowa
Iowa
$133M – – 4.78% 61% 93 – 5.3
WDC
5799
Woodward Diversified Capital
California
$133M +$5.29M +4% 6.7% 107% 160 20.63% 1.7
LAIC
5800
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 9.02% 75.5% 88 3.41% 5.3