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
TCM
2826
Tran Capital Management
California
$728M -$107M -13% 3.3% 149% 81 22.22%
DA
2827
Dillon & Associates
Michigan
$726M -$48M -6% 5.08% 92% 79 7.59%
CG
2828
Castellan Group
Kentucky
$726M -$69.5M -9% 1.6% 196% 62 45.16%
TC
2829
Torno Capital
Massachusetts
$725M +$278M +62% 8.61% 102 86.27%
F
2830
FIFTHDELTA
United Kingdom
$725M +$249M +52% 6.31% 23.9% 15 60%
PAS
2831
Professional Advisory Services
Florida
$724M -$47.2M -6% 5.09% 61.8% 82 4.88%
FAN
2832
Financial Advisors Network
California
$724M -$5.3M -0.7% 0.89% 228 24.56%
KFAA
2833
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 1.11% 36.2% 63 17.46%
TFHU
2834
TLT Family Holdco ULC
$724M -$187M -21% 18.3% 8 0%
AGAM
2835
Avalon Global Asset Management
California
$724M +$105M +17% 2.5% 177% 54 50%
VCM
2836
Vivaldi Capital Management
Illinois
$723M -$11.9M -2% 1.1% 69.2% 303 12.54%
PPW
2837
Pasadena Private Wealth
California
$723M -$12.2M -2% 0.73% 44.9% 305 19.67%
UW
2838
Unique Wealth
Florida
$723M +$7M +1% 1.86% 63.3% 216 30.09%
AF
2839
Apollon Financial
South Carolina
$723M +$34.3M +5% 2.04% 275 12.73%
ZAM
2840
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 3.11% 57.5% 101 11.88%
MBTD
2841
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 1.24% 67.2% 210 8.57%
FIS
2842
FCPM III Services
Netherlands
$722M -$40.7M -5% 0.37% 11 18.18%
WLIM
2843
White Lighthouse Investment Management
Massachusetts
$721M +$4.41M +0.6% 1.32% 46.8% 154 8.44%
FAC
2844
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 0.56% 54 11.11%
FA
2845
Fagan Associates
New York
$719M -$30.8M -4% 3.1% 87.7% 143 11.89%
EI
2846
Ellevest Inc
New York
$719M -$4.07M -0.6% 0.1% 54.1% 467 16.92%
SAM
2847
Summit Asset Management
Tennessee
$719M +$12.1M +2% 0.2% 43.3% 178 7.3%
PWA
2848
Physician Wealth Advisors
Utah
$719M -$128K -0% 1.73% 71.3% 2,264 19.61%
KC
2849
Kadensa Capital
Hong Kong
$718M -$245M -25% 3.32% 125% 53 45.28%
TFA
2850
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 0.39% 35.5% 157 15.92%