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
CSIA
6051
Carl Stuart Investment Advisor
Texas
$108M -$4.63M -4% 7.93% 84.4% 26 11.54%
AA
6052
Aufman Associates
Pennsylvania
$108M +$13.2M +14% 8.57% 136% 45 15.56%
EPC
6053
Emerson Point Capital
New York
$108M -$151M -58% 13.4% 94.8% 31 67.74%
TBC
6054
Ted Buchan & Co
California
$108M 12% 61% 76
CCA
6055
Cravens & Co Advisors
Tennessee
$108M 8.46% 63.3% 80
JKSF
6056
John & Kathleen Schreiber Foundation
Illinois
$108M +$7.47M +7% 10.3% 30.8% 4 0%
WAM
6057
Werlinich Asset Management
Connecticut
$108M +$10.2M +10% 12.5% 215% 56 1.79%
AI
6058
Arena Investors
New York
$108M -$106M -49% 4.82% 181 55.8%
ACM
6059
Altai Capital Management
California
$108M +$6.22M +6% 26.2% 24.9% 8 37.5%
BSWA
6060
Bromfield Sneider Wealth Advisors
Massachusetts
$108M +$23.3M +28% 4.56% 95 7.37%
I
6061
IMPACTfolio
Colorado
$108M +$5.38M +5% 6.88% 51.2% 52 32.69%
FA
6062
Financial Advantage
Maryland
$108M +$6.51M +6% 10% 24.3% 128 74.22%
AIM
6063
AHL Investment Management
Florida
$108M +$10.5M +11% 10.3% 57.7% 66 24.24%
ALWM
6064
Andrews Lucia Wealth Management
California
$108M +$12.6M +13% 11% 59.7% 25 8%
FF
6065
Francis Financial
$108M +$9.67M +10% 8.03% 56.2% 43 25.58%
MIM
6066
Merrion Investment Management
New Jersey
$107M +$6.03M +6% 9.09% 166% 97 19.59%
PCMU
6067
Paragon Capital Management (Utah)
Utah
$107M +$5.24M +5% 7.81% 69.4% 93 38.71%
CFAM
6068
Center For Asset Management
Florida
$107M +$6.76M +7% 5.95% 60.7% 118 17.8%
SLWA
6069
San Luis Wealth Advisors
California
$107M +$11.7M +12% 7.01% 58.8% 88 30.68%
MCA
6070
Maryland Capital Advisors
Maryland
$107M +$11.8M +12% 7.8% 263 17.87%
FPW
6071
Flagship Private Wealth
Massachusetts
$107M +$10.1M +10% 6.48% 62.7% 75 12%
TCMV
6072
Technology Crossover Management VII
California
$107M +$21.6M +25% 25.3% 35.2% 1 0%
GPC
6073
Greenstone Partners & Co
California
$107M +$7.42M +7% 3.68% 527% 10 0%
EC
6074
Euclidean Capital
New York
$107M -$833K -0.8% 12.2% 79.7% 11 9.09%
FWM
6075
Finer Wealth Management
Massachusetts
$107M +$5.25M +5% 10.1% 149% 80 7.5%