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
KWM
3151
KFG Wealth Management
Indiana
$535M +$75M +16% 0.12% 50.4% 190 8.95%
CBB
3152
Citizens Business Bank
California
$535M +$39.4M +8% 5.22% 108% 113 11.5%
MPW
3153
MA Private Wealth
California
$535M -$64.9K -0% 1.09% 57.5% 74 6.76%
PGAM
3154
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 3.61% 104% 697 10.47%
GWI
3155
Grace & White Inc
New York
$535M -$19.1M -3% 1.12% 61.5% 141 9.22%
CI
3156
CacheTech Inc
Utah
$533M +$67.3M +14% 1.48% 133 23.31%
CIG
3157
Capricorn Investment Group
California
$533M +$126M +31% 48.5% 95.9% 8 12.5%
CFP
3158
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 0.76% 98.6% 283 7.07%
TLA
3159
Tree Line Advisors
Hong Kong
$532M +$101M +24% 14.7% 670% 9 22.22%
IDA
3160
Intelligence Driven Advisers
California
$532M -$168M -24% 0.27% 58.5% 122 22.13%
SDWMA
3161
Schneider Downs Wealth Management Advisors
Pennsylvania
$532M +$43.1M +9% 0.55% 55% 146 7.53%
ACA
3162
Affinity Capital Advisors
California
$532M +$15.3M +3% 0.25% 62% 157 8.28%
HWM
3163
Hohimer Wealth Management
Washington
$531M +$66.4M +14% 3% 99.7% 264 22.73%
AG
3164
Advocate Group
Minnesota
$531M -$20.5M -4% 3.63% 47.3% 120 5.83%
LKIM
3165
Lawson Kroeker Investment Management
Nebraska
$531M -$17.8M -3% 0.25% 64.5% 91 3.3%
MCM
3166
Morton Capital Management
California
$531M +$22.6M +4% 1.11% 65.8% 117 8.55%
HCM
3167
Hutchinson Capital Management
California
$530M +$2.08M +0.4% 0.71% 52.6% 94 6.38%
EWA
3168
ERTS Wealth Advisors
Michigan
$530M -$4.2M -0.8% 2.58% 36.5% 90 8.89%
HL
3169
HeadInvest LLC
Maine
$530M -$10.5M -2% 0.86% 59.1% 250 11.6%
AC
3170
Asio Capital
Kentucky
$529M +$2.6M +0.5% 1.93% 88% 111 10.81%
MVM
3171
Medicxi Ventures Management
Jersey
$529M +$157K +0% 2.54% 505% 5 20%
TCM
3172
Topline Capital Management
California
$529M 7.33% 36
TCM
3173
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 0.64% 86.5% 123 4.07%
SWM
3174
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 0.93% 10.2% 721 11.51%
SFG
3175
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 1.16% 81.7% 230 6.52%