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 Avg Holding
Period (Yrs)
SCV
3451
Sands Capital Ventures
Virginia
$614M +$192M +46% 17% 167% 24 12.5% 2.7
T2I
3452
Turim 21 Investimentos
Brazil
$613M +$215M +54% 4.96% 62.1% 125 9.6% 1.3
VAG
3453
VisionPoint Advisory Group
Texas
$613M +$82.2M +15% 15.5% 79.3% 528 26.89% 1.3
MKA
3454
M. Kulyk & Associates
Georgia
$613M +$77.1M +14% 12.2% 63.3% 126 15.87% 3
FWM
3455
Fonville Wealth Management
Virginia
$612M +$87M +17% 9.46% – 152 12.5% 1.8
TCM
3456
Twele Capital Management
Minnesota
$612M +$51.4M +9% 8.01% 37.1% 40 2.5% 9.9
JSA
3457
Jacobson & Schmitt Advisors
Wisconsin
$612M +$60.8M +11% 12.4% 70.3% 86 15.12% 2.8
SW
3458
SkyOak Wealth
Michigan
$612M +$66M +12% 14% 73.4% 276 16.3% 3.7
WWG
3459
West Wealth Group
California
$611M +$105M +21% 16.1% 79.8% 147 14.29% 1.8
PTP
3460
Platform Technology Partners
New York
$611M +$92.5M +18% 13.9% – 425 26.35% 2.5
KFI
3461
Key Financial Inc
Pennsylvania
$611M +$48.8M +9% 11.2% 55.5% 1,466 12.41% 3.9
IQI
3462
Integrated Quantitative Investments
Washington
$610M +$59.2M +11% 32.6% – 546 61.17% 0.4
AC
3463
Addison Capital
Pennsylvania
$610M +$48.2M +9% 8.84% 59.7% 189 6.35% 3.9
GSAM
3464
Grant Street Asset Management
Pennsylvania
$610M +$91.3M +18% 9.35% 41.6% 105 20.95% 2.8
CCA
3465
Childress Capital Advisors
Texas
$610M +$55.4M +10% 17.9% 101% 425 22.59% 1.7
FF
3466
Francis Financial
$610M +$70.9M +13% 11% 56.2% 138 19.57% 2.1
PDL
3467
Portfolio Design Labs
California
$610M +$47.7M +8% 21% – 243 11.11% 1.2
GC
3468
Gibson Capital
Pennsylvania
$610M +$72.3M +13% 13.7% 60.4% 98 15.31% 4.2
MWM
3469
Mattern Wealth Management
Kansas
$609M +$96.5M +19% 11.2% 54% 191 21.47% 3.5
SAM
3470
Sompo Asset Management
Japan
$609M +$64.5M +12% 18.3% 84.7% 183 4.92% 4.6
CWA
3471
Crusonia Wealth Advisors
Colorado
$609M +$124M +26% 12.4% – 243 23.46% 0.4
SP
3472
Summit Partners
Massachusetts
$609M -$61.2M -9% 18.9% 13.7% 7 28.57% 7.5
EA
3473
Ellsworth Advisors
Ohio
$609M +$76.3M +14% 18.2% 131% 203 29.56% 1.9
DIM
3474
Delta Investment Management
California
$608M +$48.9M +9% 12.7% 65.8% 327 26.91% 2.5
MCM
3475
Mason Capital Management
New York
$607M -$5.83M -1% 6.57% 18.5% 9 22.22% 1.6