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
PI
6476
Pettee Investors
Connecticut
$203M +$9.02M +5% 24.8% 96.1% 119 6.72%
WCM
6477
Washburn Capital Management
Florida
$203M +$31M +18% 27.9% 117% 61 16.39%
AF
6478
AtlasMark Financial
Texas
$203M +$48.3M +31% 17.6% 51 13.73%
RIAS
6479
Rachor Investment Advisory Services
Michigan
$203M +$12.8M +7% 6.92% 469 57.78%
BLWM
6480
Bucket List Wealth Management
Florida
$203M +$36.9M +22% 13.4% 64 12.5%
FA
6481
Financial Alternatives
California
$203M +$17.4M +9% 9.26% 50.2% 85 8.24%
FPW
6482
Flywheel Private Wealth
California
$203M +$27.4M +16% 13.9% 110 6.36%
TMWM
6483
Taylor & Morgan Wealth Management
Michigan
$203M +$27.6M +16% 14.6% 75.5% 91 15.38%
SFA
6484
Salus Financial Advisors
Colorado
$203M +$31.4M +18% 11.4% 39 12.82%
ECP
6485
Elwood Capital Partners
New York
$203M +$5.65M +3% 29.9% 40 37.5%
VFG
6486
Valley Financial Group
Pennsylvania
$203M +$17.5M +9% 8.89% 67 13.43%
ATIA
6487
American Trust Investment Advisors
New Hampshire
$203M +$21.6M +12% 14% 91% 85 15.29%
TWP
6488
Tower Wealth Partners
Pennsylvania
$203M +$21.6M +12% 11.2% 53.7% 105 20.95%
MRCM
6489
Mill Road Capital Management
Connecticut
$203M +$11.7M +6% 28.3% 85.1% 23 4.35%
ER
6490
EVR Research
Virginia
$203M -$47.4M -19% 34.1% 165% 39 51.28%
LAMC
6491
Longview Asset Management (California)
California
$202M +$18.3M +10% 6.06% 165 13.94%
DFG
6492
Delphi Financial Group
Delaware
$202M -$19.3M -9% 13.9% 66.3% 34 29.41%
HWA
6493
Hilltop Wealth Advisors
North Carolina
$202M +$35.3M +21% 16.2% 58.3% 75 30.67%
WPW
6494
Winthrop Partners - WNY
New York
$202M +$14.5M +8% 9.29% 90 6.67%
BM
6495
Brandywine Managers
Delaware
$202M +$32.2M +19% 30.8% 96.3% 46 13.04%
OPL
6496
Orland Properties Ltd
British Virgin Islands
$202M -$64.7M -24% 2.94% 77.6% 10 0%
FC
6497
Farringdon Capital
United Kingdom
$202M -$255M -56% 3.77% 457 81.18%
SSCM
6498
Spectrum Strategic Capital Management
Oregon
$202M +$16M +9% 12.7% 79 3.8%
MWP
6499
Meriwether Wealth & Planning
Louisiana
$202M +$19.1M +10% 12.3% 133 13.53%
IIM
6500
InTrack Investment Management
Vermont
$202M +$26.2M +15% 17.1% 84.9% 116 12.07%