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
RI
8101
Ruggiero Investments
Florida
$103M -$7.34M -7% 3.13% 88 22.73%
CS
8102
Crescent Sterling
Louisiana
$103M +$5.79M +6% 5.59% 58.4% 83 9.64%
TBFA
8103
Three Bearings Fiduciary Advisors
New Hampshire
$103M -$3.54M -3% 0.07% 413 20.82%
TFP
8104
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 0.82% 29 10.34%
MWM
8105
MY Wealth Management
Maryland
$103M -$11.4M -10% 1.22% 36.1% 38 34.21%
DI
8106
Dalton Investments
Nevada
$103M -$31.4M -23% 19.2% 95.1% 21 28.57%
SAM
8107
SVRN Asset Management
Texas
$103M -$18.1M -15% 0.22% 43 13.95%
ABLA
8108
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 1.76% 141 14.89%
GWL
8109
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 0.41% 30 10%
RC
8110
Rangeley Capital
Connecticut
$103M -$17.5M -15% 3.19% 169 46.15%
EFT
8111
Envision Financial Transparency
North Carolina
$103M 0.72% 56
VCM
8112
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 1.24% 24 4.17%
1CP
8113
1015 Capital Partners
Pennsylvania
$103M +$1.03M +1% 1.08% 641 8.58%
CC
8114
Caspian Capital
New York
$103M -$48.4M -32% 1.37% 12 33.33%
SPCM
8115
Stoic Point Capital Management
California
$103M -$15.8M -13% 13.9% 78 37.18%
PCM
8116
Park Capital Management
Wisconsin
$103M -$37M -27% 2.2% 99 43.43%
OPAM
8117
Olympus Peak Asset Management
Connecticut
$103M -$195M -65% 8.46% 1 0%
ES
8118
ETF Store
Kansas
$103M +$4.65M +5% 0.64% 55.8% 104 9.62%
IMT
8119
Investment Management Trust
Massachusetts
$103M 1.18% 81
PWM
8120
Platt Wealth Management
California
$103M +$1.69M +2% 2.52% 50 12%
VFM
8121
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 1.52% 440 10.45%
CIM
8122
Courant Investment Management
Tennessee
$102M -$8.19M -7% 10.5% 33.5% 7 14.29%
F8IS
8123
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 0.17% 64 15.63%
RFW
8124
Redwood Family Wealth
Texas
$102M +$633K +0.6% 6.36% 116 19.83%
HWA
8125
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 2.26% 38 10.53%