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
III
3526
Independent Investors Inc
New York
$504M -$34.6M -6% 4.18% 61.6% 71 4.23%
TCM
3527
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 8.79% 85.2% 754 13.66%
AFGAS
3528
Allegiance Financial Group Advisory Services
Virginia
$503M +$27M +6% 1.04% 62.6% 219 28.77%
SPP
3529
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 1.61% 52.3% 90 11.11%
ACM
3530
Altrius Capital Management
North Carolina
$503M +$30.7M +7% 9.08% 40.6% 89 5.62%
NB
3531
Northwest Bancshares
Pennsylvania
$502M -$15M -3% 3.71% 61.3% 178 7.87%
HP
3532
Holistic Planning
Texas
$502M +$32.7M +7% 0.82% 312 16.99%
MWP
3533
MYCIO Wealth Partners
Pennsylvania
$502M +$18.7M +4% 2.03% 60.3% 49 2.04%
WMWM
3534
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 0.68% 69.5% 125 21.6%
PRP
3535
Peak Retirement Planning
Ohio
$501M +$74.4M +17% 0.58% 166 22.29%
SWA
3536
Serenus Wealth Advisors
California
$501M -$15.2M -3% 2.64% 77 15.58%
MCCP
3537
Mission Creek Capital Partners
California
$501M +$6M +1% 1.73% 121% 239 20.5%
AA
3538
Auxano Advisors
Washington
$501M -$5.14M -1% 2.9% 80.2% 207 13.04%
DAC
3539
Dividend Assets Capital
South Carolina
$501M -$22M -4% 2.62% 56.9% 146 10.96%
HSG
3540
Helen Stephens Group
Texas
$501M +$25.1M +5% 0.49% 41.9% 133 18.05%
CWM
3541
Centric Wealth Management
Illinois
$501M +$27.5M +6% 0.83% 36.2% 213 13.62%
H2CM
3542
H/2 Credit Manager
Connecticut
$500M +$43.1M +9% 12.2% 54.9% 19 0%
PWP
3543
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 1.49% 178 10.67%
MIP
3544
Marietta Investment Partners
Wisconsin
$499M -$4.24M -0.8% 2.27% 125% 173 13.29%
AGP
3545
Artia Global Partners
Florida
$499M -$206M -29% 0.61% 672% 65 38.46%
HCI
3546
Harraden Circle Investments
New York
$499M -$46.6M -9% 1.83% 228 42.11%
PPC
3547
Park Place Capital
Alabama
$499M +$18.3M +4% 1.62% 49.6% 887 15.56%
HIC
3548
Holderness Investments Company
North Carolina
$498M +$6.3M +1% 3.38% 101% 266 9.77%
SWM
3549
Scissortail Wealth Management
Oklahoma
$498M +$59.1M +13% 2.2% 56.6% 121 16.53%
FFIC
3550
First Fiduciary Investment Counsel
Ohio
$497M -$18.7M -4% 1.5% 48.1% 73 12.33%