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
AA
3376
Aire Advisors
California
$547M -$249K -0% 0.68% 60.9% 175 16.57%
V
3377
VeraBank
Texas
$546M -$3.45M -0.6% 0.08% 51% 182 6.04%
SW
3378
SkyOak Wealth
Michigan
$546M -$9.91M -2% 2.51% 73.4% 279 19%
DAM
3379
Deltec Asset Management
New York
$545M -$58.1M -10% 5.74% 128% 284 40.49%
BCM
3380
Brasada Capital Management
Texas
$545M -$46.6M -8% 0.93% 63.5% 172 34.3%
MCM
3381
Mitchell Capital Management
Kansas
$545M -$14.4M -3% 3.31% 155% 143 39.16%
SAM
3382
Sompo Asset Management
Japan
$545M -$38.5M -7% 2.12% 84.7% 186 5.38%
WW
3383
Waterfront Wealth
Kansas
$545M +$18.3M +3% 1.36% 71.8% 295 11.53%
FSA
3384
Financial Security Advisor
Virginia
$544M +$27.7M +5% 1.2% 167 10.18%
HCM
3385
Hutchinson Capital Management
California
$544M -$39.2M -7% 3.76% 46.5% 103 10.68%
ISB
3386
Iowa State Bank
Iowa
$543M +$10.2M +2% 0.32% 76% 124 8.87%
WCA
3387
Westover Capital Advisors
Delaware
$543M -$5.98M -1% 1.44% 133% 258 19.77%
MAM
3388
Marotta Asset Management
Virginia
$543M +$2.94M +0.5% 0.08% 45.7% 106 6.6%
SFG
3389
Sunburst Financial Group
Alabama
$543M +$48.7M +10% 1.88% 50.7% 140 15%
MAM
3390
Milestone Asset Management
Pennsylvania
$543M +$12.4M +2% 0.8% 56.1% 260 28.08%
MAM
3391
Monaco Asset Management
Monaco
$542M -$35.2M -6% 16.3% 97% 102 57.84%
BCB
3392
Brian C. Broderick
$542M +$13.3M +3% 1.86% 64.8% 95 9.47%
GPWA
3393
Great Point Wealth Advisors
Massachusetts
$542M -$6.2M -1% 0.96% 67 11.94%
CIAM
3394
Caitong International Asset Management
Hong Kong
$541M +$133M +33% 31.4% 3,161 59.79%
FMC
3395
FTV Management Company
California
$541M -$115M -17% 17% 30.5% 2 50%
FF
3396
Francis Financial
$539M +$27.3M +5% 2.02% 48% 124 17.74%
PHC
3397
Palidye Holdings (Caymans)
Cayman Islands
$539M +$47.8M +10% 12.1% 15 26.67%
HGIM
3398
High Ground Investment Management
United Kingdom
$539M -$148M -22% 9.67% 25.9% 6 16.67%
ML
3399
Mayport LLC
Massachusetts
$538M +$41.5M +8% 1.76% 48.5% 143 30.77%
CM
3400
CoreCommodity Management
Connecticut
$538M +$61.5M +13% 26.4% 74.3% 139 30.22%