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
PSG
3601
Planning Solutions Group
Maryland
$164M 11.2% 122
TSS
3602
Thomas Story & Son
Indiana
$164M -$24.8M -13% 10.6% 91.8% 57 10.53%
AIA
3603
Alera Investment Advisors
Illinois
$164M 12.2% 28.9% 1,207
PFP
3604
Patriot Financial Partners
Pennsylvania
$164M -$29.6M -15% 26.4% 16.6% 11 18.18%
UOC
3605
University of Chicago
Illinois
$164M -$25.9M -14% 13.4% 62.3% 4 0%
SSI
3606
Scott & Selber Inc
Texas
$164M -$39.3M -19% 14.2% 187% 80 27.5%
SCM
3607
Sitrin Capital Management
California
$164M -$22.2M -12% 12% 128% 41 29.27%
KJHP
3608
K.J. Harrison & Partners
Ontario, Canada
$164M -$225M -58% 12.9% 140% 205 42.93%
PA
3609
Parkside Advisors
California
$164M +$13.8M +9% 9.83% 36.7% 62 30.65%
SFG
3610
SevenBridge Financial Group
Pennsylvania
$163M -$24.7M -13% 11.2% 81.7% 633 9.48%
WA
3611
Winfield Associates
Ohio
$163M -$39.4M -19% 12.6% 77.8% 129 12.4%
ARG
3612
Advisory Resource Group
Oklahoma
$163M 15.6% 66.5% 63
BCIM
3613
Burford Capital Investment Management
Illinois
$163M +$62.7M +63% 12.5% 46.3% 5 60%
TW
3614
TrinityPoint Wealth
Connecticut
$163M 13.2% 28.4% 167
GPC
3615
Guardian Point Capital
Virginia
$163M -$91.1M -36% 9.44% 142% 13 30.77%
SIG
3616
Sargent Investment Group
Maryland
$163M 14.1% 113% 125
LCM
3617
Liberty Capital Management
Michigan
$163M -$28.8M -15% 10.1% 107 10.28%
PB
3618
Pinnacle Bancorp
Nebraska
$163M 8.48% 68.3% 704
SHI
3619
SV Health Investors
Massachusetts
$162M -$179M -52% 39.5% 97.4% 9 0%
RA
3620
Resource America
New York
$162M +$9.65M +6% 9.57% 12.2% 52 26.92%
MAS
3621
Managed Account Services
Florida
$162M +$8.37M +5% 12.6% 32.4% 81 14.81%
SCP
3622
Syntal Capital Partners
Texas
$162M -$124M -43% 11.3% 102% 154 42.21%
PPP
3623
Private Portfolio Partners
New Jersey
$162M 12.5% 16.9% 178
SM
3624
Saya Management
New York
$162M -$3.92M -2% 5.94% 34.8% 14 57.14%
QAM
3625
Quantres Asset Management
Cayman Islands
$162M -$5.42M -3% 18.7% 11% 305 74.43%