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
6751
TPG Advisors
Illinois
$127M -$1.16M -0.9% 0.74% 96 14.58%
4WM
6752
4J Wealth Management
Virginia
$127M +$3.29M +3% 1.49% 68.2% 92 11.96%
TDC
6753
Thompson Davis & Co
Virginia
$127M -$28.7M -18% 14.9% 200% 157 36.94%
SO
6754
Sierra Ocean
California
$127M +$4.23M +3% 0.8% 1,138 16.43%
VAM
6755
Vienna Asset Management
California
$127M -$21.2M -14% 9.88% 52 23.08%
LFS
6756
Littlejohn Financial Services
Oregon
$127M +$14.9M +13% 2.13% 68 35.29%
MAG
6757
M3 Advisory Group
Massachusetts
$127M -$13.1M -9% 3.47% 151 13.91%
MSK
6758
Melissa S. Kampmann
$127M -$602K -0.5% 0.52% 42 4.76%
HCWM
6759
Hidden Cove Wealth Management
Washington
$126M +$3.25M +3% 2.68% 71 23.94%
BA
6760
Brightwater Advisory
Florida
$126M -$1.13M -0.9% 0.67% 61 6.56%
VPWA
6761
Vestia Personal Wealth Advisors
Indiana
$126M +$4.93M +4% 0.55% 98 6.12%
BGAI
6762
Bruce G. Allen Investments
Colorado
$126M +$3.07M +2% 5.07% 1,149 10.53%
DWA
6763
Delos Wealth Advisors
Texas
$126M +$760K +0.6% 1.79% 46.2% 202 75.74%
MAMF
6764
Mirabaud Asset Management (France)
France
$126M +$40.2M +47% 0% 16 0%
PIP
6765
PB Investment Partners
California
$126M -$7.23M -5% 3.31% 73.3% 8 0%
MCM
6766
Mainstream Capital Management
California
$126M -$16.4M -12% 3.37% 324 74.07%
MCM
6767
Moon Capital Management
New York
$126M -$5.28M -4% 17.3% 95.6% 18 38.89%
EMB
6768
Elefante Mark B
$126M +$16.7M +15% 1.21% 57 12.28%
CWM
6769
Challenger Wealth Management
California
$126M +$10.1M +9% 1.63% 125 25.6%
USWG
6770
U.S. Wealth Group
New York
$126M -$6.09M -5% 1.53% 42 9.52%
HWA
6771
HMV Wealth Advisors
Louisiana
$126M +$26.1M +26% 1.51% 84 11.9%
FA
6772
FSA Advisors
Michigan
$126M +$44.3M +54% 2.25% 190 33.16%
TAC
6773
Twenty Acre Capital
Pennsylvania
$126M +$3.52M +3% 1.07% 196% 18 5.56%
PSFG
6774
Park Square Financial Group
Georgia
$126M -$18.7M -13% 3.32% 1,054 17.93%
SWA
6775
Safir Wealth Advisors
New Hampshire
$126M -$3.65M -3% 2.64% 46.4% 17 11.76%