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)
BI
6926
Bradyco Inc
Massachusetts
$136M +$4.65M +4% 8.7% – 50 4% 0.5
NA
6927
Nautilus Advisors
California
$136M +$15.3M +13% 11.2% – 169 11.83% 0.4
MWVC
6928
Morgens Waterfall Vintiadis & Co
New York
$136M +$48.1M +55% 41.8% 594% 24 41.67% 2
SWA
6929
Safir Wealth Advisors
New Hampshire
$136M +$10.3M +8% 7.6% 46.4% 16 18.75% 3.8
BCG
6930
Bravias Capital Group
New Jersey
$136M +$12.9M +10% 9.39% – 105 24.76% 0.4
NWM
6931
Nova Wealth Management
Florida
$136M +$20.3M +18% 12.6% – 805 39.5% 0.3
AVI
6932
Asset Value Investors
United Kingdom
$136M -$36.1M -21% 8.18% – 4 25% 0.5
HPCM
6933
Hein Park Capital Management
New York
$136M -$83M -38% 20.4% 122% 4 50% 1
BAM
6934
Brickwood Asset Management
United Kingdom
$136M +$5.82M +4% 4.97% – 10 70% 0.2
CCM
6935
Chicago Capital Management
Illinois
$136M -$24.9M -15% 17.5% 295% 51 43.14% 0.6
SFG
6936
Synergy Financial Group
California
$136M +$24.4M +22% 22.8% 133% 113 5.31% 2.1
WOSD
6937
WFA of San Diego
California
$136M – – 5.53% – 427 – 2
HWA
6938
Heritage Wealth Architects
Minnesota
$136M +$32.9M +32% 7.04% – 55 47.27% 0.1
SRSA
6939
S.R. Schill & Associates
Washington
$136M +$10.3M +8% 5.36% 36.7% 32 28.13% 3.8
1WM
6940
1858 Wealth Management
Ohio
$136M +$17.5M +15% 19.2% – 131 21.37% 1.1
NJIM
6941
Nabity-Jensen Investment Management
Nebraska
$136M +$9.69M +8% 9.83% – 70 8.57% 1.3
AAS
6942
AdviceOne Advisory Services
Connecticut
$136M +$13M +11% 10.3% – 35 17.14% 0.4
HLA
6943
Hamilton Lane Advisors
Pennsylvania
$135M +$19.2M +16% 13% 187% 18 44.44% 1.4
BWA
6944
Babb Wealth Advisors
Arizona
$135M +$10.6M +9% 7.12% – 20 15% 0.5
ICM
6945
Indaba Capital Management
California
$135M -$31.2M -19% 0.43% 66.7% 11 9.09% 1
FWM
6946
FMA Wealth Management
Massachusetts
$135M +$4.96M +4% 5.98% – 46 23.91% 1.2
FPWM
6947
Five Pine Wealth Management
Idaho
$135M +$12.3M +10% 7.09% – 41 9.76% 0.5
RCA
6948
Roberts Capital Advisors
Colorado
$135M +$21M +18% 22.7% – 84 8.33% 2.2
APW
6949
Aurora Private Wealth
New Jersey
$135M +$9.91M +8% 10.4% – 174 20.69% 2.7
CBOR
6950
Community Bank of Raymore
Missouri
$135M +$11.3M +9% 10.2% 89.6% 74 5.41% 5.6