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
FBT
3176
First Bank & Trust
South Dakota
$614M +$19.7M +3% 1.89% 78.5% 275 12%
OWM
3177
Opes Wealth Management
California
$613M +$35.4M +6% 3.08% 54.1% 151 6.62%
FTC
3178
Farmers Trust Company
Ohio
$613M +$32.9M +6% 3.63% 73.5% 203 7.39%
CM
3179
Cornerstone Management
Georgia
$613M +$8.48M +1% 0.91% 40% 69 10.14%
RRWA
3180
Rainey & Randall Wealth Advisors
Florida
$613M +$14.2M +2% 1.73% 47.8% 80 8.75%
OHA
3181
Oak Hill Advisors
New York
$613M +$133M +28% 8.05% 55.9% 14 21.43%
AMCA
3182
Arthur M. Cohen & Associates
Illinois
$612M +$17.7M +3% 4.47% 97.1% 137 13.14%
TAA
3183
TB Alternative Assets
Cayman Islands
$611M -$57.6M -9% 1.51% 325% 65 49.23%
CM
3184
Capital Management
Virginia
$610M -$26.2M -4% 0.52% 52.5% 80 8.75%
QPWM
3185
Quadrant Private Wealth Management
Pennsylvania
$610M +$62.2M +11% 1.68% 87.9% 287 16.72%
ITC
3186
Inspire Trust Company
Nevada
$609M +$60M +11% 2.62% 113 7.08%
AAM
3187
Austin Asset Management
Texas
$609M +$60.3M +11% 1.79% 71.4% 79 10.13%
SAM
3188
Strategy Asset Managers
California
$608M +$52.3M +9% 3.91% 88.1% 269 13.01%
1SAMC
3189
12th Street Asset Management Company
Tennessee
$607M +$15.7M +3% 6.13% 81.3% 34 17.65%
MG
3190
Magnolia Group
Nebraska
$607M -$24.3M -4% 3.15% 8.9% 13 23.08%
PDL
3191
Portfolio Design Labs
California
$606M +$24.1M +4% 4.51% 212 9.91%
CFS
3192
Commonwealth Financial Services
West Virginia
$606M +$21.9M +4% 2.1% 58.2% 251 14.74%
FCFC
3193
First Commonwealth Financial Corp
Pennsylvania
$606M +$9.44M +2% 2.55% 61.6% 274 9.12%
MTC
3194
Matrix Trust Company
Colorado
$606M -$32.9M -5% 1.9% 46.8% 287 38.33%
BSWM
3195
Boston Standard Wealth Management
Massachusetts
$606M +$11.1M +2% 1.18% 42.9% 53 11.32%
SIA
3196
SeaBridge Investment Advisors
New Jersey
$606M -$10.5M -2% 4.05% 128% 213 12.68%
SIG
3197
Sky Investment Group
Connecticut
$605M +$8.97M +2% 2.21% 68% 148 7.43%
CBB
3198
Citizens Business Bank
California
$605M +$6.15M +1% 2.42% 84.4% 153 16.34%
CF
3199
Cypress Funds
California
$605M -$159M -21% 1.42% 114% 15 6.67%
BWP
3200
Balboa Wealth Partners
Arizona
$605M +$24.7M +4% 3.62% 158% 459 16.78%