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
WIM
2626
WealthPlan Investment Management
Nebraska
$655M +$31.1M +5% 5.4% 62.6% 206 19.9%
WAM
2627
WNY Asset Management
New York
$655M +$63.6M +11% 6.24% 239 11.72%
PIS
2628
PPSC Investment Service
Japan
$655M +$127M +24% 18.6% 161% 4 0%
MFT
2629
Moisand Fitzgerald Tamayo
Florida
$654M +$75.6M +13% 5.23% 48.1% 665 15.04%
SOS
2630
Silver Oak Securities
Tennessee
$653M -$91.5M -12% 7.66% 73.4% 554 24.55%
HFCIV
2631
H&F Corporate Investors VIII
California
$653M -$152M -19% 14.1% 33.8% 2 0%
JGUA
2632
John G. Ullman & Associates
New York
$652M +$21.4M +3% 8.25% 156% 180 9.44%
FWM
2633
Focused Wealth Management
New York
$651M +$42.8M +7% 8.23% 73.9% 1,059 83.1%
SI
2634
Squadra Investments
Brazil
$651M +$167M +35% 2.64% 1.55% 4 50%
TFA
2635
Teamwork Financial Advisors
Texas
$650M +$67.3M +12% 13% 126% 206 22.33%
SWA
2636
Strategies Wealth Advisors
Michigan
$650M +$64.5M +11% 7.73% 64.6% 103 17.48%
CIC
2637
Cornercap Investment Counsel
Georgia
$649M +$38.4M +6% 7.64% 55.4% 684 26.32%
MCM
2638
Mengis Capital Management
Oregon
$649M +$115M +22% 10.3% 91.8% 217 22.12%
NNPTE
2639
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$648M +$209M +48% 40.1% 1,119% 40 30%
ECM
2640
Estabrook Capital Management
New York
$647M +$35.1M +6% 9.01% 87.2% 364 1.92%
NCM
2641
Nellore Capital Management
California
$647M +$104M +19% 17.3% 73.8% 12 8.33%
BIA
2642
Biondo Investment Advisors
Pennsylvania
$647M +$58.4M +10% 12.8% 83.4% 95 16.84%
KJHP
2643
K.J. Harrison & Partners
Ontario, Canada
$647M +$56.9M +10% 10.5% 140% 237 32.49%
SB
2644
Samsara BioCapital
California
$646M +$3.57M +0.6% 39.3% 1,580% 43 13.95%
SCM
2645
Sahana Capital Management
Connecticut
$646M +$10.6M +2% 6.5% 0.48% 10 30%
NEAM
2646
New England Asset Management
Connecticut
$646M +$24.3M +4% 7.8% 55.6% 119 27.73%
CSPAM
2647
Cary Street Partners Asset Management
Virginia
$645M +$61.8M +11% 7.97% 25.3% 200 7.5%
PDM
2648
Penn Davis McFarland
Texas
$645M +$56.9M +10% 6.77% 86.8% 47 2.13%
BCM
2649
Bluefin Capital Management
New York
$645M -$508M -44% 10.2% 313 76.68%
PIM
2650
Parker Investment Management
California
$643M +$110M +21% 20.5% 208% 37 24.32%