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
PFGIA
2801
Patriot Financial Group Insurance Agency
Massachusetts
$484M -$47M -9% 3.49% 87% 502 14.54%
TFO
2802
Tarbox Family Office
California
$483M -$31.5M -6% 4.12% 60.5% 106 12.26%
JTWM
2803
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 2.31% 64.4% 46 15.22%
TWM
2804
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 3.12% 48.1% 88 19.32%
DAC
2805
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 0.88% 67.4% 541 12.94%
PSCM
2806
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 3.02% 63.1% 208 12.98%
TIS
2807
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 0.63% 52.2% 67 5.97%
MCM
2808
Mengis Capital Management
Oregon
$481M -$20M -4% 2.87% 91.8% 170 5.29%
WEG
2809
World Equity Group
Illinois
$481M +$142M +42% 3.37% 99% 386 31.35%
MWP
2810
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 3.29% 54.2% 101 12.87%
JBA
2811
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 3.59% 44.1% 103 16.5%
NEPWA
2812
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 4.28% 51.3% 117 7.69%
CPA
2813
Capital Planning Advisors
California
$479M -$14M -3% 2.25% 64.2% 131 9.92%
GA
2814
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 3.2% 55.1% 177 9.04%
HAS
2815
HBW Advisory Services
California
$479M +$18M +4% 3.45% 62.1% 345 31.3%
SG
2816
Strid Group
Pennsylvania
$478M -$8.15M -2% 2.87% 50.4% 48 6.25%
TWP
2817
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 4.3% 63.6% 1,110 25.68%
AG
2818
Alibaba Group
Hong Kong
$478M -$28.1M -6% 0.34% 2.06% 9 0%
ANB
2819
Amarillo National Bank
Texas
$478M -$37.8M -7% 3.79% 56.3% 102 11.76%
KPF
2820
K2 Principal Fund
Ontario, Canada
$477M +$40.2M +9% 0.62% 76.5% 320 58.44%
BEC
2821
Blue Edge Capital
Virginia
$477M -$19.3M -4% 3.18% 67.4% 103 6.8%
AACP
2822
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 3.46% 79.2% 97 14.43%
MWM
2823
Madison Wealth Management
Ohio
$476M -$18.5M -4% 2.56% 35.1% 158 8.86%
IIC
2824
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 4.94% 64% 259 22.01%
KWMG
2825
King Wealth Management Group
Florida
$474M -$20.4M -4% 3.16% 86% 153 7.19%