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
MAC
3376
Mason & Associates (California)
California
$313M +$30.9M +11% 6.24% 68.5% 90 20%
NMC
3377
Nine Masts Capital
Hong Kong
$313M +$54.7M +21% 3.49% 76.5% 62 50%
BW
3378
Bison Wealth
Georgia
$313M +$58.3M +23% 8.34% 37.4% 288 19.44%
WFA
3379
WestHill Financial Advisors
California
$313M +$19.7M +7% 6.51% 55.9% 121 11.57%
PFMOSF
3380
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 18.1% 174% 46 73.91%
JSA
3381
Jacobson & Schmitt Advisors
Wisconsin
$313M $0 0% 3.1% 70.3% 54 0%
PCTC
3382
Perkins Coie Trust Company
Washington
$313M +$52M +20% 10.1% 70.8% 237 5.06%
JSL
3383
JT Stratford LLC
Georgia
$313M +$31.6M +11% 6.49% 81.3% 229 25.76%
RCM
3384
Requisite Capital Management
Texas
$313M +$16.4M +6% 6.15% 31.7% 75 41.33%
PP
3385
Pertento Partners
United Kingdom
$312M +$65.6M +27% 0.64% 141% 20 40%
KMWM
3386
Keudell/Morrison Wealth Management
Oregon
$312M +$44.4M +17% 8.14% 195 16.41%
CWM
3387
CMH Wealth Management
New Hampshire
$312M +$38.8M +14% 6.61% 76.6% 54 25.93%
WI
3388
WrapManager Inc
California
$311M +$15.2M +5% 7.02% 51.7% 306 23.53%
MWP
3389
Moller Wealth Partners
$311M +$33.7M +12% 8.44% 41.4% 49 6.12%
CWS
3390
Cypress Wealth Services
California
$311M +$17.1M +6% 6.38% 71.8% 242 11.57%
SXM
3391
SC XII Management
California
$311M -$35.6M -10% 10.3% 73.4% 1 0%
TAM
3392
Tucker Asset Management
Colorado
$311M +$4.25M +1% 1.49% 54.4% 943 14.63%
MSS
3393
Mitchell Sinkler & Starr
Pennsylvania
$311M +$52.8M +20% 13.6% 72.2% 141 24.11%
TP
3394
TenCore Partners
New York
$310M -$46.1M -13% 5.23% 64.8% 13 15.38%
CFO
3395
Callan Family Office
Pennsylvania
$310M 10.2% 69% 102
PT
3396
Plimoth Trust
Massachusetts
$310M +$20.8M +7% 10.3% 94% 162 4.32%
PCI
3397
Pacifica Capital Investments
Texas
$310M +$46.1M +17% 16.6% 83.4% 20 5%
FC
3398
Finepoint Capital
Massachusetts
$309M +$5.25M +2% 2.31% 24.8% 61 34.43%
JC
3399
Joho Capital
New York
$309M -$48.6M -14% 7.76% 72.6% 18 38.89%
PGAM
3400
Princeton Global Asset Management
New Jersey
$309M +$22M +8% 9.43% 104% 603 10.61%