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
3276
Planning Center Inc
Illinois
$364M +$35.2M +11% 5.51% 38.9% 73 15.07%
MGI
3277
MayTech Global Investments
New York
$364M +$62.2M +21% 33.5% 158% 63 52.38%
LC
3278
Lincoln Capital
Nebraska
$364M +$16.6M +5% 4.79% 63.8% 106 7.55%
SAM
3279
Summit Asset Management
Tennessee
$363M +$17.8M +5% 5.2% 48.9% 154 3.25%
PWA
3280
Peterson Wealth Advisors
Utah
$363M +$32.1M +10% 5.43% 46.4% 63 1.59%
CC
3281
Cadinha & Co
Hawaii
$363M -$84.8M -19% 9.07% 123% 102 12.75%
SFG
3282
SevenBridge Financial Group
Pennsylvania
$363M +$20.8M +6% 5.4% 81.7% 182 7.69%
SI
3283
Sora Investors
Pennsylvania
$363M +$72.6M +25% 14.4% 179% 50 62%
CSNH
3284
Crow's Nest Holdings
Virginia
$362M +$60.8M +20% 14.5% 103% 9 11.11%
MIM
3285
Monashee Investment Management
Massachusetts
$362M +$130M +56% 7.4% 520% 71 61.97%
FRA
3286
Frank Rimerman Advisors
California
$362M +$40.9M +13% 12% 133% 109 12.84%
LC
3287
Lodbrok Capital
United Kingdom
$362M -$365M -50% 2.23% 25.9% 8 12.5%
SFP
3288
Sweet Financial Partners
Minnesota
$362M +$21.1M +6% 4.55% 22.4% 180 12.22%
CAWM
3289
Capital Advisors Wealth Management
Washington
$361M +$31.4M +10% 5.03% 63.8% 154 21.43%
LI
3290
Lafayette Investments
Maryland
$361M +$5.81M +2% 4.11% 77.9% 126 5.56%
TFF
3291
The Family Firm
Maryland
$361M +$19M +6% 4.71% 40.2% 185 6.49%
WAM
3292
Wilson Asset Management
Australia
$361M +$31.3M +9% 7.41% 60.7% 34 26.47%
FMTC
3293
Farmers & Merchants Trust Company
California
$361M +$5.82M +2% 5.2% 68.8% 191 16.23%
VW
3294
Vantage Wealth
California
$361M -$27.6M -7% 1.92% 56.1% 38 13.16%
IWP
3295
IAG Wealth Partners
Wisconsin
$360M +$21M +6% 5.29% 47.3% 491 19.96%
CNBTD
3296
Citizens National Bank Trust Department
Mississippi
$360M +$5.41M +2% 3.74% 114% 316 3.48%
RIM
3297
RW Investment Management
Idaho
$359M +$105M +41% 4.12% 86 8.14%
MIP
3298
Marietta Investment Partners
Wisconsin
$359M +$5.94M +2% 11.4% 160% 173 13.29%
SPM
3299
Sycamore Partners Management
New York
$359M +$115M +47% 47.3% 31.8% 1 0%
HC
3300
HNP Capital
New York
$359M +$1.29M +0.4% 2.17% 52.4% 138 12.32%