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
SLT
3076
St Louis Trust
Missouri
$406M +$59.1M +17% 7.73% 71.4% 96 27.08%
IWA
3077
IBEX Wealth Advisors
New Jersey
$405M +$22.6M +6% 5.64% 221% 127 33.07%
MIP
3078
Marietta Investment Partners
Wisconsin
$405M +$12.9M +3% 8.49% 160% 174 14.94%
RA
3079
RR Advisors
Texas
$405M +$61.1M +18% 24.2% 115% 22 31.82%
SW
3080
SlateStone Wealth
Florida
$405M +$3.74M +0.9% 3.23% 79.1% 181 14.92%
MCM
3081
McRae Capital Management
New Jersey
$404M +$55.2M +16% 13.1% 59.2% 109 10.09%
CA
3082
Cumberland Advisors
Florida
$403M +$130M +48% 8.97% 73.5% 64 14.06%
1WA
3083
180 Wealth Advisors
Washington
$403M +$56.7M +16% 6.09% 136% 369 22.76%
HFM
3084
Hartford Financial Management
Connecticut
$403M +$25.9M +7% 8.59% 79.6% 398 15.08%
TLP
3085
Tri Locum Partners
New York
$403M +$128M +46% 11.9% 357% 84 82.14%
CA
3086
Crewe Advisors
Utah
$403M +$153M +61% 9.32% 96.1% 498 12.45%
FNC
3087
First National Corp
Massachusetts
$403M +$35.9M +10% 4.93% 56.3% 156 6.41%
DWM
3088
Dorchester Wealth Management
Quebec, Canada
$403M +$24.8M +7% 8.11% 18.3% 162 21.6%
KNW
3089
Kesler Norman & Wride
Utah
$403M +$43.8M +12% 5.19% 76% 154 7.14%
PCG
3090
Private Capital Group
Connecticut
$403M -$140M -26% 6.28% 30.1% 2,301 13.26%
TA
3091
Tectonic Advisors
Texas
$402M +$36.6M +10% 5.67% 43.4% 210 16.19%
SONJCPFE
3092
State of New Jersey Common Pension Fund E
New Jersey
$402M +$10.5M +3% 8.77% 26.4% 3 66.67%
AWC
3093
Abundance Wealth Counselors
Pennsylvania
$402M +$3.86M +1% 6.32% 94.7% 377 79.05%
CG
3094
CFO4Life Group
Texas
$402M +$53.5M +15% 6.73% 56.7% 158 18.35%
SCIMFI
3095
SIG China Investments Master Fund III
Delaware
$402M +$62.5M +18% 31.9% 3 0%
MWM
3096
Marietta Wealth Management
Georgia
$401M +$37.8M +10% 4.59% 83.8% 119 16.81%
MRCM
3097
M&R Capital Management
New Jersey
$401M -$38.2M -9% 7.18% 52.6% 454 9.91%
SP
3098
Solel Partners
Massachusetts
$401M -$4.08M -1% 6.44% 25.9% 21 47.62%
FC
3099
Ferris Capital
Massachusetts
$401M +$43.4M +12% 6.55% 67% 192 8.85%
HCM
3100
Hutchinson Capital Management
California
$401M +$16.2M +4% 9.27% 52.6% 69 2.9%