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
FPH
6451
Financial Planning Hawaii
Hawaii
$174M 128
MWM
6452
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207
YWM
6453
Yukon Wealth Management
Kansas
$174M -$132M -43% 135
DWM
6454
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 110
OAS
6455
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 231
TA
6456
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6457
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6458
Wealth Science Advisors
Georgia
$173M 71
SBCM
6459
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 67
HM
6460
Heronetta Management
New York
$173M -$9.66M -5% 25
FI
6461
Finivi Inc
Massachusetts
$173M +$15.9M +10% 104
MSRI
6462
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 58
WF
6463
Williams Financial
Vermont
$173M +$75.9M +78% 31
BCM
6464
Brookmont Capital Management
Texas
$173M -$7.05M -4% 59
LIM
6465
Lagoda Investment Management
New York
$173M -$4.05M -2% 26
TC
6466
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 222
AA
6467
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 21
LWP
6468
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 115
SH
6469
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 21
TFA
6470
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 136
PVAMC
6471
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 43
AFS
6472
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 40
MPIM
6473
McGinn Penninger Investment Management
Virginia
$172M +$1.65M +1% 36
TWCA
6474
Two West Capital Advisors
Kansas
$172M +$6.45M +4% 101
FA
6475
Financial Alternatives
California
$172M +$6.88M +4% 89