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
CPA
2726
Capital Planning Advisors
California
$648M -$14.8M -2% 0.49% 64.2% 148 13.51%
MC
2727
McMorgan & Co
California
$647M -$2.8M -0.4% 1.59% 22.5% 60 10%
AHSW
2728
Adventist Health System West
California
$647M -$3.68M -0.6% 0.34% 49% 8 12.5%
PAI
2729
Palo Alto Investors
California
$645M -$124M -16% 0.2% 127% 47 12.77%
AAM
2730
Auxier Asset Management
Oregon
$645M -$31.4M -5% 1.85% 58.4% 177 5.08%
HPM
2731
H. Partners Management
New York
$645M -$49.2M -7% 2.29% 30.8% 2 0%
AWA
2732
Alaska Wealth Advisors
Alaska
$643M -$23.4M -4% 2.38% 30.7% 113 43.36%
PIP
2733
Permian Investment Partners
Texas
$643M -$80.8M -11% 4.67% 81.9% 15 40%
VFM
2734
Viking Fund Management
North Dakota
$642M +$26.8M +4% 1.16% 104% 141 13.48%
TWP
2735
Total Wealth Planning
Ohio
$642M +$1.24M +0.2% 2.24% 37.2% 95 7.37%
PIM
2736
Parker Investment Management
California
$642M +$11.2M +2% 7.72% 173% 35 11.43%
PCM
2737
Primavera Capital Management
Cayman Islands
$642M +$50.2M +8% 11.3% 23.8% 3 0%
MP
2738
Makaira Partners
California
$641M -$137M -18% 0.76% 22% 12 0%
OAM
2739
Occidental Asset Management
California
$641M +$20.9M +3% 1.26% 65.6% 232 10.78%
SG
2740
Strid Group
Pennsylvania
$641M -$17M -3% 1.48% 50.4% 66 19.7%
PCOC
2741
Power Corp of Canada
Canada
$640M -$63M -9% 0.69% 14.3% 3 66.67%
RFA
2742
Rollins Financial Advisors
New York
$640M +$37.7M +6% 8.2% 144 9.03%
LWANC
2743
Laurel Wealth Advisors (North Carolina)
North Carolina
$640M +$12.3M +2% 1.19% 63.3% 779 16.05%
BWA
2744
BlueSky Wealth Advisors
North Carolina
$640M -$4.16M -0.6% 1.95% 42.9% 77 6.49%
HDIM
2745
Hanson & Doremus Investment Management
Vermont
$639M +$9.81M +2% 0.15% 80.8% 464 11.42%
BC
2746
Brio Consultants
California
$639M +$10.5M +2% 1.28% 35.6% 119 14.29%
SCM
2747
Soros Capital Management
New York
$639M +$224M +54% 18.6% 422% 77 49.35%
SWM
2748
Stockman Wealth Management
Montana
$639M -$4.74M -0.7% 1.02% 61.9% 187 14.44%
1WA
2749
180 Wealth Advisors
Washington
$638M +$3.03M +0.5% 4.15% 136% 469 12.37%
GFG
2750
Goldstone Financial Group
Illinois
$638M +$63.4M +11% 0.25% 42.9% 217 19.35%