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
RA
2651
RR Advisors
Texas
$584M +$6.33M +1% 2.72% 113% 21 4.76%
SFA
2652
Souders Financial Advisors
Ohio
$584M +$63.3M +12% 9% 45.5% 160 10.63%
RCG
2653
Resource Consulting Group
Florida
$584M +$68.8M +13% 10.2% 71 29.58%
CAC
2654
Core Alternative Capital
Georgia
$583M -$65M -10% 10.3% 57.5% 384 7.03%
CSPAM
2655
Cary Street Partners Asset Management
Virginia
$583M +$48M +9% 9.83% 25.3% 207 12.56%
RC
2656
RBO & Co
California
$583M +$32.4M +6% 9.03% 29.1% 57 5.26%
TFA
2657
Teamwork Financial Advisors
Texas
$583M -$29.8M -5% 10.2% 126% 224 28.57%
NG
2658
Norden Group
Utah
$581M +$277M +91% 6.33% 92.5% 304 23.03%
SLT
2659
St Louis Trust
Missouri
$581M +$49.9M +9% 10.6% 52.3% 108 3.7%
TCOT
2660
Trust Company of Toledo
Ohio
$581M +$72M +14% 11.4% 93.8% 224 8.04%
1SP
2661
140 Summer Partners
New York
$580M +$67.8M +13% 14.8% 134% 13 15.38%
AF
2662
Atlas FRM
Connecticut
$580M -$25.1M -4% 8.8% 17.9% 12 25%
MFWP
2663
Mosaic Family Wealth Partners
Missouri
$580M +$80.7M +16% 11.3% 53.7% 200 13%
GIM
2664
Greylin Investment Management
Virginia
$578M +$21.8M +4% 6.77% 52.1% 76 7.89%
MFT
2665
Moisand Fitzgerald Tamayo
Florida
$578M +$104M +22% 10.2% 48.1% 833 29.77%
SFBLI
2666
Southern Farm Bureau Life Insurance
Mississippi
$578M +$13.5M +2% 9.88% 47.4% 15 0%
PCS
2667
Personal CFO Solutions
New Jersey
$578M +$71.6M +14% 10.7% 74.8% 553 25.32%
BCC
2668
Bain Capital Credit
Massachusetts
$577M -$37.7M -6% 3.5% 14.7% 9 33.33%
IWP
2669
Insight Wealth Partners
Texas
$577M +$60.1M +12% 4.68% 38.9% 79 15.19%
CF
2670
Clarity Financial
Texas
$577M -$18.6M -3% 7.13% 56.8% 129 23.26%
LIA
2671
LS Investment Advisors
Michigan
$577M +$44.7M +8% 11.7% 85.7% 134 8.21%
PAG
2672
Private Advisory Group
Washington
$576M +$70.1M +14% 16.2% 134% 240 40%
DBG
2673
De Burlo Group
Massachusetts
$576M $0 0% 13.7% 98.1% 81 0%
KFGK
2674
Keystone Financial Group (Kentucky)
Kentucky
$575M -$21.9M -4% 10.6% 116% 319 12.54%
SC
2675
Slow Capital
California
$575M +$30.1M +6% 12.7% 124% 127 7.09%