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
MM
6276
Monolith Management
Hong Kong
$150M -$47.4M -24% 24.9% 31 74.19%
CRFG
6277
Columbia River Financial Group
Washington
$150M +$4.07M +3% 0.38% 124 57.26%
EA
6278
Echo45 Advisors
California
$149M -$2.82M -2% 0.06% 49.9% 54 7.41%
UWM
6279
Udine Wealth Management
Florida
$149M -$6.2M -4% 3.15% 127% 36 36.11%
RA
6280
RiverTree Advisors
Florida
$149M -$2.81M -2% 1.66% 25.4% 59 28.81%
BC
6281
Beaconlight Capital
New York
$149M -$120M -45% 13.5% 221% 34 44.12%
O3W
6282
Omni 360 Wealth
New Jersey
$149M -$1.08M -0.7% 1.11% 114 7.89%
KSCM
6283
Kamunting Street Capital Management
Florida
$149M +$33.6M +29% 7.22% 1.88% 20 50%
SWMG
6284
Sard Wealth Management Group
Georgia
$149M +$309K +0.2% 1.83% 48 4.17%
BA
6285
Ballew Advisors
Mississippi
$149M -$7.61M -5% 1.95% 62.3% 116 17.24%
2L
6286
22NW LP
Washington
$149M -$9.44M -6% 13.8% 131% 22 36.36%
AA
6287
Atmos Advisory
Pennsylvania
$149M +$5.01M +3% 0.01% 30.2% 32 37.5%
ANC
6288
Ames National Corp
Iowa
$149M +$488K +0.3% 1.16% 68 8.82%
CPCP
6289
Cedar Point Capital Partners
Iowa
$149M +$1.19M +0.8% 0.19% 63 0%
ALWM
6290
Andrews Lucia Wealth Management
California
$149M -$868K -0.6% 2.08% 59.7% 27 3.7%
DWM
6291
Defined Wealth Management
Oregon
$149M -$2.2M -1% 0.87% 70.3% 110 5.45%
CP
6292
Catalys Pacific
Japan
$149M +$32.8M +28% 26.5% 2 0%
SPI
6293
Sutton Place Investors
New York
$149M -$24M -14% 0.72% 55.9% 139 30.94%
FF
6294
Farrow Financial
Vermont
$149M -$5.35M -3% 2.58% 53 11.32%
PWM
6295
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 5.92% 68.5% 52 7.69%
CA
6296
Carson Advisory
Georgia
$148M +$4.68M +3% 0.59% 57.9% 173 14.45%
PCP
6297
Pantera Capital Partners
California
$148M -$177M -54% 13.9% 2 0%
MKW
6298
Mullaney, Keating & Wright
Connecticut
$148M +$278K +0.2% 4.31% 61 4.92%
TLCM
6299
Twin Lakes Capital Management
California
$148M -$7.52M -5% 1.04% 83.8% 248 14.11%
PSIWM
6300
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 1.56% 37.9% 53 5.66%