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)
BC
6476
Broadwater Capital
Massachusetts
$130M -$597K -0.5% 3.13% – 239 2.09% 0.5
RWM
6477
Refined Wealth Management
Utah
$130M -$12.3M -9% 2.99% 99.6% 30 10% 2.1
CastleKeep Investment Advisors
6478
CastleKeep Investment Advisors
Connecticut
$130M -$9.15M -7% 1.86% – 115 33.04% 0.4
XI
6479
XXEC Inc
Oklahoma
$130M -$3.31M -2% 2.61% 19.3% 25 16% 2.3
SWP
6480
Semus Wealth Partners
Florida
$130M +$10.8M +9% 10.2% 88.7% 134 19.4% 1.2
SWIM
6481
Smallwood Wealth Investment Management
New Jersey
$129M +$475K +0.4% 3.56% 67.4% 72 13.89% 1.9
BA
6482
Brightwater Advisory
Florida
$129M +$4.95M +4% 0.44% – 63 12.7% 0.4
CCA
6483
Clarity Capital Advisors
Florida
$129M +$4.09M +3% 1.25% – 78 0% 0.5
AWM
6484
Ariadne Wealth Management
California
$129M – – 0.76% – 159 – 0
CCM
6485
Chicago Capital Management
Illinois
$129M +$34.3M +36% 4.48% 295% 51 33.33% 0.3
GSC
6486
Ground Swell Capital
South Carolina
$129M +$19M +17% 1.3% 71.1% 232 93.53% 0.1
EC
6487
EdgeRock Capital
Colorado
$129M +$3.56M +3% 4.17% 71.3% 295 84.07% 0.2
VAG
6488
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 0.12% 52.5% 27 0% 0.5
HLAM
6489
Hidden Lake Asset Management
New York
$129M -$36M -22% 7.38% 850% 40 72.5% 0.2
MGW
6490
MB Generational Wealth
Washington
$129M +$1.6M +1% 0.3% – 68 30.88% 0.4
NWM
6491
NRI Wealth Management
California
$129M +$10.7M +9% 9.64% – 29 10.34% 0.5
HA
6492
Hofer & Associates
California
$129M +$10.2M +9% 3.67% 61.7% 57 5.26% 1.9
MKW
6493
Mullaney, Keating & Wright
Connecticut
$129M – – 7.43% – 53 – 0
CBOR
6494
Community Bank of Raymore
Missouri
$129M -$84.2M -40% 0.2% 89.6% 90 17.78% 4.6
CFIM
6495
Client First Investment Management
Wisconsin
$129M +$2.81M +2% 5.18% 243% 32 53.13% 0.3
AWP
6496
Avid Wealth Partners
Texas
$129M +$4.23M +3% 3.66% – 45 28.89% 0.4
PWAM
6497
Pinnacle West Asset Management
Wyoming
$129M +$2.65M +2% 3.79% 100% 107 3.74% 1.2
RFO
6498
RiverGlades Family Offices
Florida
$129M +$3.1M +2% 1.33% – 82 7.32% 3.7
SM
6499
Salzhauer Michael
$129M -$2.32M -2% 0.67% 107% 97 13.4% 3.8
WH
6500
Wallace Hart
Kentucky
$129M +$8.87M +7% 6.78% – 35 42.86% 0.2