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
WFA
3451
WestHill Financial Advisors
California
$523M -$3.49M -0.7% 2.27% 55.9% 84 13.1%
CFMC
3452
Curbstone Financial Management Corp
New Hampshire
$523M -$23.9K -0% 0.47% 63.3% 211 9%
GS
3453
GWN Securities
Florida
$523M +$28.4M +6% 1.21% 499 19.24%
SC
3454
Stempoint Capital
New York
$522M -$60.9M -10% 19.9% 120 67.5%
JE
3455
JMAC Enterprises
Pennsylvania
$522M -$1.12M -0.2% 0.65% 65% 126 9.52%
KAM
3456
KEB Asset Management
Illinois
$522M +$28.6M +6% 3.42% 68.9% 104 10.58%
LT
3457
Legacy Trust
Michigan
$522M -$12.8M -2% 2.73% 74.7% 208 10.1%
TCM
3458
TruNorth Capital Management
Michigan
$522M -$5.28M -1% 0.97% 130 21.54%
SCM
3459
Shah Capital Management
North Carolina
$521M +$2.72M +0.5% 8.09% 225% 12 8.33%
MF
3460
Manchester Financial
California
$521M -$13.8M -3% 1.4% 67.5% 147 9.52%
SW
3461
Solidarity Wealth
Utah
$521M +$32M +7% 2.57% 66.2% 86 12.79%
SFA
3462
Spectrum Financial Alliance
Kentucky
$520M +$14.3M +3% 0.19% 185% 34 26.47%
PCTC
3463
Perkins Coie Trust Company
Washington
$520M -$16.9M -3% 2.79% 70.8% 257 7.39%
CFM
3464
Crawford Fund Management
Massachusetts
$520M -$239M -32% 3.77% 227 31.72%
FIC
3465
Family Investment Center
Missouri
$520M +$24.4M +5% 0.73% 37% 107 24.3%
GDP
3466
Great Diamond Partners
Maine
$520M -$175K -0% 0.69% 78.6% 253 20.16%
GSAM
3467
Grant Street Asset Management
Pennsylvania
$519M +$22.5M +5% 2.43% 35.9% 99 15.15%
CI
3468
CacheTech Inc
Utah
$519M -$20.8M -4% 0.18% 250 38%
OIS
3469
Okabena Investment Services
Minnesota
$519M -$5.45M -1% 0.73% 58.5% 156 16.03%
PTP
3470
Platform Technology Partners
New York
$519M +$49.1M +10% 1.04% 356 30.34%
WS
3471
Wendel SE
$518M +$48.5M +10% 10.3% 1 0%
WPP
3472
Whalerock Point Partners
Rhode Island
$518M -$7.56M -1% 2.25% 92.1% 202 6.93%
GFWA
3473
Grey Fox Wealth Advisors
Delaware
$518M +$29.5M +6% 0.72% 41.9% 143 8.39%
LHC
3474
Lodge Hill Capital
New York
$518M -$11.4M -2% 4.28% 11.7% 27 37.04%
WP
3475
WealthPLAN Partners
Nebraska
$518M -$152M -23% 0.67% 61.3% 287 28.22%