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
TA
6676
Tiptree Advisors
New York
$173M +$13.5M +8% 7.75% 27 44.44%
TWM
6677
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 4.97% 82.9% 19 0%
WSA
6678
Wealth Science Advisors
Georgia
$173M 3.49% 71
HSM
6679
H Squared Management
New York
$173M 1.01% 11
PS
6680
Presima Securities
Quebec, Canada
$173M -$191M -52% 3.11% 10.3% 48 0%
SBCM
6681
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 6.83% 67 1.49%
LC
6682
Lennar Corp
Florida
$173M 21.8% 5
HM
6683
Heronetta Management
New York
$173M -$9.66M -5% 0.45% 59.7% 25 0%
FI
6684
Finivi Inc
Massachusetts
$173M +$15.9M +10% 2.49% 104 7.69%
MSRI
6685
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 2.46% 60.4% 58 13.79%
WF
6686
Williams Financial
Vermont
$173M +$75.9M +78% 1.08% 28.5% 31 67.74%
BCM
6687
Brookmont Capital Management
Texas
$173M -$7.05M -4% 3.74% 36.6% 59 8.47%
LIM
6688
Lagoda Investment Management
New York
$173M -$4.05M -2% 2.35% 250% 26 15.38%
CF
6689
Carlson Financial
Oregon
$173M 0.25% 180
TC
6690
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 3.06% 72.3% 222 6.76%
AA
6691
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 0.61% 30.2% 21 4.76%
AF
6692
Align Financial
Minnesota
$172M 2.5% 389
VCIM
6693
Velan Capital Investment Management
Georgia
$172M +$65.9M +62% 117% 2,395% 57 33.33%
LWP
6694
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 2.78% 115 11.3%
SH
6695
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 5.61% 220% 21 33.33%
TFA
6696
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 2.3% 55.1% 136 17.65%
PVAMC
6697
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 2.51% 71.1% 43 4.65%
GFG
6698
Genesis Financial Group
New Jersey
$172M 1.82% 101
AFS
6699
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 0.64% 40 10%
MPIM
6700
McGinn Penninger Investment Management
Virginia
$172M +$1.65M +1% 3.46% 51.9% 36 5.56%