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
EI
4026
Ethic Inc
New York
$120M -$16.1M -12% 245
GPWA
4027
Great Point Wealth Advisors
Massachusetts
$120M -$42.1M -26% 51
EWM
4028
Elite Wealth Management
Washington
$120M +$15.5M +15% 41
QPWM
4029
Quadrant Private Wealth Management
Pennsylvania
$120M +$7.87M +7% 164
IWMA
4030
Ironwood Wealth Management (Arizona)
Arizona
$119M -$24M -17% 54
FWM
4031
FSA Wealth Management
Massachusetts
$119M -$22.5M -16% 501
SSW
4032
Smith Shellnut Wilson
Mississippi
$119M -$30.8M -21% 148
SHI
4033
SV Health Investors
Massachusetts
$119M -$45.9M -28% 10
ICM
4034
Invenomic Capital Management
Massachusetts
$119M -$129M -52% 182
SIC
4035
Shoker Investment Counsel
Ohio
$119M -$31.6M -21% 101
UCMOK
4036
United Capital Management of KS
Kansas
$119M -$39.2M -25% 120
TL
4037
TowerView LLC
New York
$119M -$29.7M -20% 25
BP
4038
Bandera Partners
New York
$119M -$49.2M -29% 19
LC
4039
Landaas & Company
Wisconsin
$119M -$24.6M -17% 65
RTM
4040
Rizvi Traverse Management
Florida
$118M -$29.8M -20% 2
OMC
4041
Oasis Management Company
Cayman Islands
$118M +$36.3M +44% 48
LD
4042
Lipe & Dalton
New York
$118M -$32.6M -22% 108
CMI
4043
Clare Market Investments
Texas
$118M -$20.4M -15% 102
PHAM
4044
Palisades Hudson Asset Management
Florida
$118M -$38.3M -25% 111
FWM
4045
Foresight Wealth Management
Utah
$118M -$25.3M -18% 116
PWAC
4046
Private Wealth Advisors (California)
California
$118M -$55M -32% 79
FDS
4047
Freedom Day Solutions
Texas
$118M -$31.6M -21% 99
WIC
4048
WealthBridge Investment Counsel
Alberta, Canada
$118M -$58.7M -33% 39
SDWIA
4049
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$118M -$28.4M -19% 87
MWM
4050
Maltin Wealth Management
New Jersey
$118M -$37M -24% 142