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)
Legacy Capital Wealth Management
7601
Legacy Capital Wealth Management
Texas
$101M – – 5.87% – 51 – 0
Propel Bio Management
7602
Propel Bio Management
California
$101M -$71.7M -42% 15.5% – 23 17.39% 0.7
Strategent Financial
7603
Strategent Financial
Virginia
$101M – – 0.37% – 32 – 0
K2 Financial
7604
K2 Financial
California
$101M – – 2.47% – 60 – 0
Fortress Financial Group
7605
Fortress Financial Group
Minnesota
$101M – – 0.88% – 69 – 0
Quest 10 Wealth Builders
7606
Quest 10 Wealth Builders
Virginia
$101M – – 0.02% – 714 – 0
Mascagni Wealth Management
7607
Mascagni Wealth Management
Mississippi
$101M – – 2.31% – 112 – 0
International Private Wealth Advisors
7608
International Private Wealth Advisors
California
$100M +$32.2M +47% 0.03% 63.4% 157 26.11% 0.6
IDG China Capital Fund III Associates
7609
IDG China Capital Fund III Associates
China
$100M – – 18.2% – 2 – 0
Novus Advisors
7610
Novus Advisors
South Carolina
$100M – – 0.22% – 112 – 0
Severin Investments
7611
Severin Investments
Missouri
$100M – – 2.46% – 185 – 0
CWC Advisors
7612
CWC Advisors
Oregon
$100M -$965K -1% 3.26% – 126 7.94% 0.2
SF
7613
Schaeffer Financial
Maryland
$100M +$1.82M +2% 0.08% 52.2% 19 21.05% 1.8
Pathway Capital Management
7614
Pathway Capital Management
California
$100M +$47.3M +89% 24.1% 659% 10 60% 0.2
AG Asset Advisory
7615
AG Asset Advisory
California
$100M – – 1.91% – 23 – 0
AlphaCentric Advisors
7616
AlphaCentric Advisors
Puerto Rico
$100M -$34.3M -25% 4.14% – 294 50.68% 0.8
KAM
7617
Kinney Asset Management
Illinois
$100M -$6.68M -6% 2.78% 10.1% 4 0% 4.1
MY Wealth Management
7618
MY Wealth Management
Maryland
$100M +$1.56M +2% 2.23% 41.2% 27 7.41% 1.9
Phillips Wealth Planners
7619
Phillips Wealth Planners
Mississippi
$100M -$4.26M -4% 1.49% 82% 201 15.92% 1.4
D
7620
Drystone
Virginia
$100M – – 4.47% – 19 – 2.7
BTS Asset Management
7621
BTS Asset Management
Massachusetts
$100M -$4.81M -5% 2.1% 8.8% 52 71.15% 0.5
Pictet Bank & Trust
7622
Pictet Bank & Trust
Bahamas
$100M +$1.32M +1% 2.98% 82.7% 44 11.36% 5.2
PAYA
7623
Phil A. Younker & Associates
Alaska
$100M – – 1.76% – 28 – 0
UP Strategic Wealth Investment Advisors
7624
UP Strategic Wealth Investment Advisors
Pennsylvania
$100M +$10.7M +12% 1.68% – 88 20.45% 0.7
Sellaronda Global Management
7625
Sellaronda Global Management
New York
$100M – – 24.1% – 13 – 0