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
LWM
6326
Lifetime Wealth Management
Texas
$176M +$16.6M +10% 91
TFCM
6327
Taylor Frigon Capital Management
Arizona
$176M -$21.8M -11% 96
NWM
6328
Nolet Wealth Management
Texas
$176M -$3.64M -2% 102
BAM
6329
Boyar Asset Management
New York
$176M +$18M +11% 82
BC
6330
Birchview Capital
Vermont
$176M +$4.87M +3% 85
TIM
6331
Tevis Investment Management
Texas
$176M +$9.5M +6% 125
ER
6332
EVR Research
Virginia
$176M -$9.75M -5% 43
FPW
6333
Flywheel Private Wealth
California
$176M +$15.4M +10% 108
IIM
6334
InTrack Investment Management
Vermont
$175M -$3.3M -2% 117
PFA
6335
Providence Financial Advisors
Kansas
$175M +$75.2M +75% 63
SWA
6336
Sterling Wealth Advisors
Florida
$175M +$9.68M +6% 20
TMWM
6337
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 83
OA
6338
Oceanside Advisors
South Carolina
$175M +$10.3M +6% 53
HI
6339
Humankind Investments
New York
$175M -$47.9M -21% 28
DAM
6340
Draper Asset Management
New York
$175M -$14.9M -8% 25
MWM
6341
Momentous Wealth Management
Washington
$175M -$1.37M -0.8% 48
BCVI
6342
Bain Capital Venture Investors
Massachusetts
$175M -$79.8M -31% 4
BWM
6343
Braeburn Wealth Management
Michigan
$175M -$20.8M -11% 100
WMA
6344
William Mack & Associates
Michigan
$175M -$37.5M -18% 94
LTL
6345
Lowery Thomas LLC
California
$175M -$2.09M -1% 57
CIM
6346
CenturyLink Investment Management
Colorado
$175M +$78M +81% 3
AWMM
6347
Aegis Wealth Management (Maryland)
Maryland
$175M -$2.05M -1% 124
BW
6348
Basepoint Wealth
Iowa
$175M +$10.2M +6% 666
LWA
6349
LifeGoal Wealth Advisors
New York
$175M +$24.7M +16% 117
SCM
6350
Sunbeam Capital Management
Georgia
$175M +$5.95M +4% 114