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
FPIS
3226
Financial Planning & Information Services
Wisconsin
$192M -$59.1M -24% 24.4% 13% 51 3.92%
TCOO
3227
Trust Company of Oklahoma
Oklahoma
$192M -$60.4M -24% 21% 88.7% 129 9.3%
AP
3228
Arlington Partners
Alabama
$192M +$29.1M +18% 27% 43.7% 385 48.31%
ECM
3229
Engine Capital Management
New York
$192M -$64.4M -25% 33.9% 22.2% 47 29.79%
SWP
3230
Strategic Wealth Partners
Ohio
$192M -$242K -0.1% 17% 144 12.5%
BMC
3231
Benin Management Corp
Connecticut
$192M -$44.9M -19% 20.4% 76.3% 94 13.83%
SHJ
3232
Sharkey, Howes & Javer
Colorado
$192M -$44.6M -19% 14.6% 54.6% 70 25.71%
RWP
3233
Reliant Wealth Planning
Kentucky
$192M -$7.88M -4% 4.54% 35.1% 14 85.71%
WFPG
3234
Waller Financial Planning Group
Ohio
$192M -$7.84M -4% 21% 40.9% 48 14.58%
LCM
3235
Liberty Capital Management
Michigan
$192M -$51.4M -21% 15.9% 126 16.67%
CAM
3236
Chandler Asset Management
California
$191M -$49.9M -21% 20.1% 29.4% 17 0%
RPSA
3237
Richard P. Slaughter Associates
Texas
$191M -$59.7M -24% 22.7% 51% 112 20.54%
SPIO
3238
Seven Post Investment Office
California
$191M +$52.9M +38% 22.9% 52.6% 43 44.19%
SNB
3239
Security National Bank
Nebraska
$190M -$33.9M -15% 15.2% 113% 76 18.42%
SAM
3240
SignalPoint Asset Management
Missouri
$190M -$47.5M -20% 14.8% 36% 204 16.67%
CCM
3241
CWH Capital Management
Washington
$190M -$60M -24% 18.3% 29.9% 53 18.87%
CSM
3242
CAMG Solamere Management
North Carolina
$190M -$26.5M -12% 21.9% 51.7% 131 43.51%
SAM
3243
Stansberry Asset Management
Texas
$190M -$55.4M -23% 14.1% 71% 63 65.08%
SCP
3244
Stamos Capital Partners
California
$190M +$66M +53% 30.2% 28.4% 94 59.57%
VCM
3245
Versant Capital Management
Arizona
$190M -$8.44M -4% 18.6% 82.4% 1,892 27.33%
FCPV
3246
FS Capital Partners VI
California
$190M -$111M -37% 36.8% 1 0%
BI
3247
Bulldog Investors
New Jersey
$190M -$44.2M -19% 18.5% 20.9% 191 38.74%
HA
3248
Hamel Associates
New Jersey
$189M -$53.4M -22% 16.8% 50.6% 82 19.51%
AU
3249
Algebris (UK)
United Kingdom
$189M -$8.53M -4% 46.8% 19.5% 43 60.47%
CIP
3250
Capital Insight Partners
Arizona
$189M -$28.4M -13% 13% 51.7% 102 17.65%