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
DWM
5826
Defined Wealth Management
Oregon
$106M +$14.6M +16% 9.86% 54.4% 106 16.98%
CWG
5827
Crown Wealth Group
North Carolina
$106M +$8.9M +9% 6.47% 86.2% 76 36.84%
GL
5828
GHE LLC
Tennessee
$106M +$12.2M +13% 12.5% 212% 55 1.82%
AFS
5829
AFG Fiduciary Services
Massachusetts
$106M +$95.6K +0.1% 5.71% 61.9% 93 27.96%
GCL
5830
Gouws Capital LLC
North Carolina
$106M +$5.87M +6% 8.5% 114% 49 8.16%
PWMG
5831
Pioneer Wealth Management Group
Texas
$106M 6.31% 33
TMWM
5832
Taylor & Morgan Wealth Management
Michigan
$106M +$5.64M +6% 6.85% 75.5% 66 3.03%
PC
5833
Pavadi Capital
New York
$106M +$1.66M +2% 10.1% 28 53.57%
GCM
5834
GeoSphere Capital Management
Florida
$106M 27.6% 419% 31
PIA
5835
Pinion Investment Advisors
Kansas
$106M -$8.38M -7% 8.71% 61.8% 162 30.25%
TIA
5836
Trust Investment Advisors
Indiana
$106M +$10.2M +11% 12.7% 167% 106 23.58%
CWM
5837
Catalyst Wealth Management
Georgia
$106M 10.7% 126
GP
5838
Geneva Partners
Wisconsin
$106M +$18.4M +21% 13.2% 252% 62 24.19%
GIM
5839
Guardian Investment Management
California
$106M +$7.18M +7% 12.4% 89.7% 55 3.64%
MIC
5840
Maxi Investments CY
Cyprus
$106M -$26.4M -20% 13.7% 24.6% 64 31.25%
YAVAPFMC
5841
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$106M +$2.66M +3% 5.64% 201% 57 1.75%
RTC
5842
Riverview Trust Company
Washington
$106M +$2.38M +2% 9.97% 67.6% 902 44.79%
CP
5843
Clayton Partners
California
$106M +$17M +19% 11.7% 99% 35 22.86%
WCM
5844
W Capital Management
New York
$106M -$30.7M -22% 18.3% 4 0%
LA
5845
Lane & Associates
New Jersey
$106M 8.99% 92
IF
5846
Integrity Financial
Wyoming
$106M +$10.1M +11% 7.4% 54.9% 223 12.56%
CGH
5847
CMG Global Holdings
Texas
$105M +$12.7M +14% 12.2% 64.7% 82 9.76%
CA
5848
Claris Advisors
Missouri
$105M +$18.4M +21% 11.5% 65.7% 51 25.49%
WPEP
5849
Walnut Private Equity Partners
Nebraska
$105M +$1.96M +2% 1% 60.6% 17 11.76%
MPM
5850
Mountaineer Partners Management
New York
$105M +$26.2M +33% 28.3% 151% 13 61.54%