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)
Massachusetts Wealth Management
6301
Massachusetts Wealth Management
Massachusetts
$162M +$3.38M +2% 0.22% 110% 92 6.52% 1.7
Bradyco Inc
6302
Bradyco Inc
Massachusetts
$162M – – 4.59% – 52 – 0
Arbiter Partners Capital Management
6303
Arbiter Partners Capital Management
New York
$162M +$48.4M +43% 6.27% 378% 30 13.33% 4.5
Mader & Shannon Wealth Management
6304
Mader & Shannon Wealth Management
Missouri
$162M -$10.3M -6% 4.66% 62.5% 23 43.48% 2.3
Ecofi Investissements
6305
Ecofi Investissements
France
$162M +$10.4M +7% 7.32% – 42 7.14% 0.5
McDonough Capital Management
6306
McDonough Capital Management
Florida
$162M +$16.4M +11% 8.92% 98.1% 49 10.2% 2.4
LifePlan Investment Advisors
6307
LifePlan Investment Advisors
North Carolina
$162M +$5.23M +3% 1.69% 60.9% 99 8.08% 1.1
W Advisors LLC
6308
W Advisors LLC
Tennessee
$162M -$746K -0.5% 0.5% 88.7% 122 9.84% 2.2
Rossby Financial
6309
Rossby Financial
Florida
$162M – – 0.2% – 201 – 0
Washburn Capital Management
6310
Washburn Capital Management
Florida
$161M +$21.9M +16% 3.53% 123% 60 41.67% 2.3
Mosley Wealth Management
6311
Mosley Wealth Management
California
$161M +$15M +10% 1.5% – 122 13.11% 0.8
Virginia Wealth Management Group
6312
Virginia Wealth Management Group
Virginia
$161M +$1.95M +1% 1.11% 49.4% 59 10.17% 2.3
Foundry Financial Group
6313
Foundry Financial Group
New Hampshire
$161M +$1.28M +0.8% 0.88% 57.4% 67 20.9% 0.8
Stance Capital
6314
Stance Capital
Massachusetts
$161M – – 1.04% – 270 – 0
CNA Financial
6315
CNA Financial
Illinois
$161M -$14M -8% 8.74% 48.6% 17 47.06% 1.4
Baron Financial Group
6316
Baron Financial Group
New Jersey
$161M -$2.27M -1% 1.76% 55.5% 50 6% 3.3
TrueWealth Financial Partners
6317
TrueWealth Financial Partners
Washington
$161M -$4.94M -3% 3.87% 36.4% 19 5.26% 2.3
4Thought Financial Group
6318
4Thought Financial Group
New York
$161M -$925K -0.6% 1.72% 40.8% 110 20% 3.2
Chokshi & Queen Wealth Advisors
6319
Chokshi & Queen Wealth Advisors
California
$161M – – 4.94% – 48 – 0
BCM
6320
BML Capital Management
Indiana
$161M -$8.98M -5% 21% 376% 32 31.25% 1
Pensionfund DSM Netherlands
6321
Pensionfund DSM Netherlands
Netherlands
$161M -$57.4M -26% 7.1% 36.9% 69 2.9% 7.6
Q3 Asset Management
6322
Q3 Asset Management
Michigan
$161M -$267M -62% 3.94% 105% 70 68.57% 0.4
RPS Advisory Solutions
6323
RPS Advisory Solutions
Kentucky
$161M +$21M +15% 2.86% – 117 37.61% 0.3
Wealth Watch Advisors
6324
Wealth Watch Advisors
Colorado
$161M – – 2.97% – 72 – 0
WF
6325
Williams Financial
Vermont
$161M +$642K +0.4% 1.03% 33.1% 18 0% 1.5