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 Avg Holding
Period (Yrs)
KWMG
2751
King Wealth Management Group
Florida
$276M -$43.4M -14% 13.8% 86% 145 22.07% 3.2
St Louis Trust
2752
St Louis Trust
Missouri
$276M -$16.4M -6% 14.5% 71.4% 78 5.13% 2.1
RCM
2753
Rockshelter Capital Management
Pennsylvania
$276M -$47.2M -15% 10.5% 31.2% 40 12.5% 2.9
Founders Financial Securities
2754
Founders Financial Securities
Maryland
$276M -$83.9M -23% 7.84% 64.3% 117 31.62% 1.4
Prime Capital Investment Advisors
2755
Prime Capital Investment Advisors
Kansas
$276M -$39.3M -12% 13.5% 78.7% 457 65.86% 0.3
Sound View Wealth Advisors
2756
Sound View Wealth Advisors
Georgia
$276M – – 8.71% – 230 – 0
Zevin Asset Management
2757
Zevin Asset Management
Massachusetts
$276M -$66.9M -20% 8.55% 71.7% 108 17.59% 3.2
GTC
2758
Ghost Tree Capital
New York
$276M -$195M -41% 21.1% 265% 67 58.21% 0.5
Rinet Company
2759
Rinet Company
Massachusetts
$275M +$3.72M +1% 15% 33.1% 25 16% 2.5
IAA
2760
Ironsides Asset Advisors
North Carolina
$275M -$55.3M -17% 13.9% 49.3% 111 32.43% 1.9
SeaBridge Investment Advisors
2761
SeaBridge Investment Advisors
New Jersey
$275M -$115M -29% 16.2% 128% 263 14.07% 3.1
Clarius Group LLC
2762
Clarius Group LLC
Washington
$275M -$7.05M -2% 14.5% 92.1% 142 30.28% 1.4
Tairen Capital
2763
Tairen Capital
Hong Kong
$275M -$29.6M -10% 14.2% 462% 34 64.71% 0.3
Simon Quick Advisors
2764
Simon Quick Advisors
New Jersey
$275M +$27.5M +11% 14.8% 77.8% 390 34.87% 1
Capital Planning Advisors
2765
Capital Planning Advisors
California
$275M -$38.3M -12% 12.5% 64.2% 126 19.05% 2.1
Sio Capital Management
2766
Sio Capital Management
New York
$275M -$16.9M -6% 19.7% 564% 93 59.14% 0.3
Callan Capital
2767
Callan Capital
California
$274M -$28.5M -9% 13.3% 20.1% 55 14.55% 3.1
Arbor Investment Advisors
2768
Arbor Investment Advisors
North Carolina
$274M +$5.28M +2% 10.6% 48.5% 59 8.47% 3.3
Robinson Capital Management
2769
Robinson Capital Management
Michigan
$274M -$59.7M -18% 3.58% 7.8% 114 23.68% 1.5
FIMG
2770
Financial & Investment Management Group
Michigan
$274M -$29.6M -10% 6.63% 18.9% 139 30.22% 1.5
Battery Partners IX
2771
Battery Partners IX
Massachusetts
$274M -$35.8M -12% 9.68% 322% 4 25% 1.5
Deer VIII & Co
2772
Deer VIII & Co
New York
$274M +$40.5M +17% 17.3% – 1 0% 1
American National Bank & Trust
2773
American National Bank & Trust
Texas
$274M -$73.1M -21% 13.1% 102% 207 33.33% 3.5
Nightview Capital
2774
Nightview Capital
Texas
$274M +$2.64M +1% 8.03% 170% 16 43.75% 0.8
ARS Wealth Advisors
2775
ARS Wealth Advisors
Florida
$274M -$34.1M -11% 10% 62.5% 121 17.36% 2.9