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
CWM
7326
Copia Wealth Management
Oregon
$108M +$3.04M +3% 1.39% 480 17.5%
FWM
7327
Forefront Wealth Management
Pennsylvania
$108M -$508K -0.5% 1.74% 53 16.98%
FC
7328
Farley Capital
New York
$108M -$9.41M -8% 0.01% 105% 18 16.67%
SHC
7329
SALT Holding Corp
Delaware
$108M +$26.4M +32% 0% 14 21.43%
WWM
7330
Woodside Wealth Management
Massachusetts
$108M 2.86% 76
AF
7331
AtlasMark Financial
Texas
$108M -$1,000K -0.9% 3.32% 39 0%
SFC
7332
Summit Financial Consulting
Michigan
$108M 1.96% 42
PIM
7333
Profit Investment Management
Maryland
$108M -$16.9M -14% 7.97% 101% 81 12.35%
OFO
7334
OneAscent Family Office
Alabama
$107M +$52.4M +95% 0.46% 123 39.02%
SBCM
7335
Silverberg Bernstein Capital Management
New York
$107M -$6.17M -5% 15.4% 63 15.87%
MWML
7336
M Wealth Management LLC
California
$107M -$2.2M -2% 0.02% 48 12.5%
ASM
7337
AI-Squared Management
Hong Kong
$107M +$9.18M +9% 5.24% 28 71.43%
WA
7338
WPG Advisers
Maryland
$107M -$376K -0.3% 1.04% 1,550 14%
MIA
7339
MeadowBrook Investment Advisors
Michigan
$107M -$5.7M -5% 2.28% 313 12.78%
CG
7340
Clifford Group
Massachusetts
$107M -$24.1M -18% 4.26% 67.9% 81 13.58%
MCI
7341
MRP Capital Investments
Georgia
$107M -$2.79M -3% 1.77% 222% 250 22.4%
JBW
7342
Journey Beyond Wealth
Georgia
$107M +$578K +0.5% 1.58% 31 9.68%
MIM
7343
Macroview Investment Management
Maryland
$107M +$7.7M +8% 0.09% 67.2% 89 15.73%
TPBG
7344
Turning Point Benefit Group
Maryland
$107M +$1.77M +2% 3.26% 75 26.67%
SJGA
7345
Stephen J. Garry & Associates
New York
$107M -$1.37M -1% 1.71% 44 2.27%
PAM
7346
PCG Asset Management
New Jersey
$107M -$7.13M -6% 2.06% 79 8.86%
GCM
7347
Garland Capital Management
Washington
$107M -$15.2M -12% 6.64% 55.7% 33 15.15%
OFG
7348
Orcam Financial Group
California
$107M +$3.4M +3% 1.05% 40% 50 12%
WHCFA
7349
William Howard & Co Financial Advisors
Tennessee
$107M -$3.81M -3% 1.32% 54 7.41%
PWM
7350
Puff Wealth Management
New Jersey
$107M +$49.3M +86% 2.76% 109 52.29%