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
PCA
3226
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 4.96% 47.4% 327 11.31%
CAM
3227
Covenant Asset Management
New Jersey
$394M -$26.1M -6% 13.3% 158% 175 5.14%
MSWMA
3228
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 3.55% 39.6% 92 6.52%
LMGAM
3229
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 0.21% 47.9% 130 21.54%
CIA
3230
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 2.75% 68.9% 81 8.64%
PCI
3231
Planning Center Inc
Illinois
$394M +$29.6M +8% 3.61% 38.9% 79 29.11%
SCM
3232
Shah Capital Management
North Carolina
$394M +$49.8M +15% 5.86% 242% 17 17.65%
RCM
3233
Requisite Capital Management
Texas
$393M +$68.8M +21% 3.06% 41% 80 22.5%
IA
3234
Icon Advisers
Colorado
$393M +$5.5K +0% 5.77% 114% 172 21.51%
NW
3235
Naviter Wealth
Arkansas
$393M +$107M +38% 5.29% 87.1% 237 20.68%
SC
3236
Soundwatch Capital
Connecticut
$393M -$42.1M -10% 8.73% 68.6% 34 29.41%
SCM
3237
Sio Capital Management
New York
$393M +$191M +94% 12.6% 564% 62 53.23%
VM
3238
VPR Management
Texas
$393M -$86.6M -18% 4.89% 54.5% 54 1.85%
PIFP
3239
Partners in Financial Planning
Virginia
$393M +$12.7M +3% 3.13% 38.9% 95 3.16%
D
3240
Diversified
Delaware
$393M +$113M +41% 7.56% 34.4% 156 14.74%
SNB
3241
Security National Bank
Nebraska
$393M +$17.8M +5% 10.5% 113% 105 5.71%
PA
3242
Perennial Advisors
New York
$392M +$42.8M +12% 7.64% 130 25.38%
TTSTC
3243
Texas Treasury Safekeeping Trust Company
Texas
$392M +$11.5M +3% 2.96% 43.7% 8 0%
WCWM
3244
Wooster Corthell Wealth Management
Connecticut
$392M +$17.8M +5% 4.41% 39.1% 46 2.17%
ACM
3245
ADW Capital Management
Florida
$392M +$51.9M +15% 10.8% 78.2% 7 0%
CM
3246
Cornerstone Management
Georgia
$392M +$8.38M +2% 3.32% 40% 249 81.12%
IC
3247
Intel Corp
California
$392M +$191M +95% 131% 9.79% 8 12.5%
BSWM
3248
Boston Standard Wealth Management
Massachusetts
$391M +$42.6M +12% 3.48% 42.9% 42 7.14%
CAWM
3249
Capital Advisors Wealth Management
Washington
$391M +$29.5M +8% 5.19% 63.8% 158 20.89%
CA
3250
Cambridge Advisors
Nebraska
$391M +$169K +0% 4.61% 52.9% 187 14.44%