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
BCVI
6426
Bain Capital Venture Investors
Massachusetts
$131M -$25.9M -17% 4.65% 34.2% 3 0%
SIM
6427
Strategic Investment Management
Virginia
$130M -$10.1M -7% 6.97% 53.3% 11 0%
AIM
6428
AHL Investment Management
Florida
$130M +$8.23M +7% 7.5% 57.7% 66 6.06%
TWP
6429
Triad Wealth Partners
Kansas
$130M 5.66% 59
VWA
6430
VERITY Wealth Advisors
United States
$130M +$14M +12% 7.29% 59.9% 75 6.67%
BC
6431
Broadwater Capital
Massachusetts
$130M +$2.67M +2% 6.48% 238 7.56%
LFS
6432
Leibman Financial Services
Nebraska
$130M +$10M +8% 8.72% 54 5.56%
WAG
6433
Wheelhouse Advisory Group
Missouri
$130M +$15.7M +14% 8.19% 40 12.5%
FFWM
6434
Future Financial Wealth Management
Ohio
$130M +$29.3M +29% 7.52% 59.5% 508 77.76%
SGM
6435
Scalar Gauge Management
Texas
$130M +$24.5M +23% 9.45% 35 48.57%
RLWM
6436
RF&L Wealth Management
Massachusetts
$130M +$9.54M +8% 8.67% 69.9% 57 5.26%
GWMI
6437
Guardian Wealth Management (Illinois)
Illinois
$130M +$11.5M +10% 12% 103% 261 8.05%
WWC
6438
Waypoint Wealth Counsel
Georgia
$130M +$12.3M +11% 8.55% 96.6% 107 17.76%
RTC
6439
Riverview Trust Company
Washington
$130M +$31.4M +32% 9.26% 87.6% 650 85.69%
HFW
6440
Horizon Family Wealth
Illinois
$130M +$10.9M +9% 9.04% 68.6% 81 22.22%
BCM
6441
Brooktree Capital Management
Michigan
$130M +$5.93M +5% 10.9% 82.9% 29 17.24%
EAM
6442
Exane Asset Management
France
$130M +$11.8M +10% 13.1% 77.5% 14 50%
IWP
6443
Innova Wealth Partners
Pennsylvania
$129M +$13.3M +11% 7.64% 68% 81 27.16%
CI
6444
Centerstone Investors
New York
$129M +$31.8M +33% 8.44% 73.7% 30 20%
AFWM
6445
Abich Financial Wealth Management
Virginia
$129M +$24.7M +24% 5.59% 629 42.77%
WC
6446
Wynn Capital
Georgia
$129M +$6.99M +6% 10.1% 106 8.49%
CAM
6447
Campion Asset Management
Virginia
$129M +$11.2M +9% 9.6% 70.2% 105 11.43%
FA
6448
Financial Alternatives
California
$129M +$10.9M +9% 5.88% 50.2% 83 4.82%
LWM
6449
Lionsbridge Wealth Management
Florida
$129M +$4.17M +3% 6.07% 66% 65 36.92%
HFF
6450
Halter Ferguson Financial
Indiana
$129M -$27.5M -18% 6.59% 31 9.68%