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
SPF
6601
South Plains Financial
Texas
$168M +$7.89M +5% 3.03% 257 15.18%
ECP
6602
Elwood Capital Partners
New York
$168M +$4.26M +3% 0.11% 27 29.63%
DWS
6603
Dynamic Wealth Strategies
California
$168M +$18.3M +12% 2.01% 258 10.08%
BCM
6604
Basso Capital Management
Connecticut
$168M +$18.6M +12% 4.01% 85.5% 119 37.82%
OIM
6605
Oracle Investment Management
Connecticut
$168M +$7.87M +5% 15.7% 865% 28 46.43%
WMWM
6606
Wilkins Miller Wealth Management
Alabama
$168M +$6.46M +4% 1.57% 96 8.33%
BIO
6607
Blue Investment Opportunities
Florida
$168M +$1.48M +0.9% 1.21% 1 0%
TCGDR
6608
TB Capital Gestao de Recursos
$168M +$37.7M +29% 2.32% 19 31.58%
LKWM
6609
Lee-Kelleher Wealth Management
Maryland
$168M +$5.24M +3% 1.46% 44 11.36%
PXPO
6610
Peak XV Partners Operations
Mauritius
$168M +$6.57M +4% 4.08% 1 0%
OL
6611
OneFund LLC
Florida
$168M +$12.2M +8% 4.18% 514 1.56%
MFA
6612
McClarren Financial Advisors
Pennsylvania
$168M +$4.05M +2% 1.97% 55.3% 78 5.13%
WWWM
6613
White Wing Wealth Management
Texas
$168M +$6.45M +4% 1.98% 36 8.33%
BLWM
6614
Bucket List Wealth Management
Florida
$167M 2.45% 63
PSC
6615
Prentiss Smith & Co
Vermont
$167M -$9.72M -5% 4.51% 55.2% 70 10%
BCP
6616
Bluegrass Capital Partners
Florida
$167M +$14.6M +10% 1.33% 56.2% 11 9.09%
MWM
6617
Magnolia Wealth Management
Alabama
$167M +$5.71M +4% 0.87% 45.4% 15 6.67%
OBWA
6618
Oak Barrel Wealth Advisory
Virginia
$167M 3.37% 79
PMAM
6619
Penn Mutual Asset Management
Pennsylvania
$167M +$116M +225% 0.13% 28.7% 64 87.5%
CCP
6620
Crocodile Capital Partners
Germany
$167M +$44.4M +36% 17.6% 190% 16 31.25%
AWA
6621
Argo Wealth Advisory
Virginia
$167M 1.11% 52
PWA
6622
Primoris Wealth Advisors
Florida
$167M +$9.86M +6% 9.5% 101% 119 17.65%
TGM
6623
Tenzing Global Management
California
$167M -$14.6M -8% 8.77% 218% 27 55.56%
TDC
6624
Thompson Davis & Co
Virginia
$167M +$5.04M +3% 4.14% 200% 186 36.02%
CAIM
6625
Catherine Avery Investment Management
Florida
$167M +$11.7M +8% 4.04% 167 8.38%