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
PCI
3201
Planning Center Inc
Illinois
$385M -$8.68M -2% 3.28% 38.9% 71 14.08%
FPFS
3202
First Personal Financial Services
North Carolina
$384M -$18.2M -5% 4.75% 31.5% 403 9.18%
OFS
3203
OneAscent Financial Services
Alabama
$384M +$159M +71% 3.19% 63.8% 295 66.1%
TPC
3204
Tiger Pacific Capital
New York
$384M +$17.4M +5% 8.66% 84.5% 12 25%
SONJCPFE
3205
State of New Jersey Common Pension Fund E
New Jersey
$384M +$16.7M +5% 4.64% 26.4% 2 0%
PC
3206
Peavine Capital
Nevada
$384M -$40.4M -10% 3.49% 27.7% 11 0%
CBFP
3207
Cedar Brook Financial Partners
Ohio
$383M -$37M -9% 3.49% 47% 427 15.69%
MTC
3208
Matrix Trust Company
Colorado
$383M -$4.66M -1% 3.48% 46.8% 65 10.77%
CAWM
3209
Capital Advisors Wealth Management
Washington
$383M -$7.91M -2% 2.56% 63.8% 148 14.86%
MRWM
3210
ML&R Wealth Management
Texas
$383M -$70.4M -16% 2.63% 96 30.21%
IRC
3211
Investors Research Corp
Georgia
$383M -$13.3M -3% 1.32% 57.2% 1,119 6.88%
HCP
3212
Hexagon Capital Partners
Arkansas
$383M +$3.19M +0.8% 0.43% 104% 1,478 7.92%
TCP
3213
ThornTree Capital Partners
Massachusetts
$382M -$38.4M -9% 7.63% 217% 20 20%
SAM
3214
Strategy Asset Managers
California
$382M -$68.2M -15% 2.7% 108% 272 27.21%
CPCM
3215
Cardinal Point Capital Management
Ontario, Canada
$382M +$49.9M +15% 2.52% 59.1% 77 24.68%
PCA
3216
Providence Capital Advisors
North Carolina
$382M -$12.2M -3% 4.84% 47.4% 364 18.68%
FBT
3217
First Bank & Trust
South Dakota
$382M -$12.7M -3% 2.75% 78.5% 202 9.41%
SC
3218
Savoie Capital
Illinois
$382M 1.65% 75
CWP
3219
CFM Wealth Partners
Texas
$382M -$30.1M -7% 2.6% 152% 167 17.96%
BMC
3220
Battery Management Corp
Massachusetts
$382M -$103M -21% 3.85% 45.1% 7 28.57%
NCM
3221
Noesis Capital Mangement
Florida
$381M -$24.9M -6% 5.18% 128% 105 9.52%
TFA
3222
Tobias Financial Advisors
Florida
$381M +$10M +3% 3.29% 44.5% 99 12.12%
LC
3223
Lincoln Capital
Nebraska
$381M -$7.48M -2% 0.85% 63.8% 107 3.74%
SPP
3224
Single Point Partners
Massachusetts
$381M +$308M +426% 3.89% 52.3% 116 77.59%
MC
3225
Martin & Co
Tennessee
$381M -$14.9M -4% 2.13% 67.8% 112 6.25%