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
SDWMA
2701
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 8.17% 43.5% 117 5.13%
QI
2702
Qtron Investments
Massachusetts
$486M +$10.4M +2% 9.72% 111% 459 20.92%
AIS
2703
American Investment Services
Massachusetts
$486M +$64 +0% 5.36% 59.4% 134 0%
MC
2704
McMorgan & Co
California
$486M +$19.5M +4% 5.65% 22.5% 60 21.67%
DWM
2705
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 5.06% 18.3% 157 12.1%
BIM
2706
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 14.2% 48.4% 102 9.8%
HAM
2707
Honeycomb Asset Management
New York
$485M +$109M +29% 20.8% 49% 45 71.11%
LWM
2708
Liberty Wealth Management
California
$485M 8.26% 55.5% 230
UM
2709
Ulysses Management
New York
$484M +$69.2M +17% 10.4% 48.7% 63 55.56%
PCS
2710
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 4.78% 74.8% 516 19.96%
BCA
2711
Bernzott Capital Advisors
California
$484M -$289M -37% 2.85% 46.6% 54 12.96%
SB
2712
Samsara BioCapital
California
$484M +$19.2M +4% 5.92% 1,814% 59 11.86%
LOPW
2713
Live Oak Private Wealth
North Carolina
$484M +$278K +0.1% 2.86% 65% 174 8.05%
HIP
2714
HUB Investment Partners
Texas
$484M +$25.6M +6% 6.6% 76.5% 248 56.05%
BWA
2715
BlueSky Wealth Advisors
North Carolina
$484M +$31.3M +7% 5% 42.9% 71 5.63%
AHSW
2716
Adventist Health System West
California
$483M +$26.3M +6% 5.81% 49% 5 0%
DWP
2717
Destiny Wealth Partners
Florida
$483M +$21.3M +5% 5.39% 51.9% 685 74.45%
GWSG
2718
GPS Wealth Strategies Group
Colorado
$483M +$150M +45% 10.2% 118% 1,252 90.58%
WC
2719
Wexford Capital
Florida
$483M -$3.25M -0.7% 6.5% 92.6% 242 73.14%
PCP
2720
Polunin Capital Partners
United Kingdom
$483M +$82.2M +21% 10.1% 252% 25 12%
SW
2721
SlateStone Wealth
Florida
$483M +$68.4M +16% 8.08% 79.1% 220 15%
CCMINC
2722
Cardinal Capital Management Inc (North Carolina)
North Carolina
$482M +$12.2M +3% 3.24% 77.6% 143 6.99%
HWM
2723
HFG Wealth Management
Texas
$482M 5.97% 76
IF
2724
Intrua Financial
Texas
$482M +$49.2M +11% 5.59% 71% 357 14.85%
AFG
2725
Arkansas Financial Group
Arkansas
$481M +$25.1M +6% 2.74% 39.1% 64 1.56%