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
SXL
3601
Summit X LLC
Missouri
$352M +$36.5M +12% 9.52% 62.9% 197 11.68%
PIM
3602
Progressive Investment Management
Oregon
$351M +$43.6M +14% 15.6% 86.3% 66 16.67%
BF
3603
Blankinship & Foster
California
$351M +$48.9M +16% 9.32% 60.4% 69 18.84%
PPW
3604
Presilium Private Wealth
Pennsylvania
$351M +$36.8M +12% 8.55% 41.7% 73 23.29%
NI
3605
Nepsis Inc
Minnesota
$351M +$24.7M +8% 15.1% 116% 29 6.9%
RM
3606
Rudius Management
New York
$351M +$168M +92% 0.69% 8.21% 7 0%
LFS
3607
Legacy Financial Strategies
Kansas
$351M +$39.6M +13% 10.8% 67.1% 81 9.88%
BWA
3608
Burt Wealth Advisors
Maryland
$350M +$24.7M +8% 8.15% 57.3% 109 9.17%
EWP
3609
Engrave Wealth Partners
Texas
$350M +$25M +8% 4.35% 39.9% 82 17.07%
FSG
3610
Financial Strategies Group
Michigan
$350M +$32.7M +10% 8.89% 39.5% 82 14.63%
C
3611
Cliffwater
California
$350M +$44.4M +15% 7.22% 28.5% 27 18.52%
FSA
3612
Financial Services Advisory
Maryland
$350M +$145M +71% 10.2% 61.8% 72 59.72%
RCP
3613
RIT Capital Partners
United Kingdom
$350M -$49.7M -12% 5.11% 75.8% 14 21.43%
RCM
3614
RB Capital Management
Nevada
$349M +$28.3M +9% 11.9% 73.5% 180 8.33%
GIM
3615
GE Investment Management
Connecticut
$349M 5.66% 3
CLC
3616
Charles-Lim Capital
Hong Kong
$349M -$83.7M -19% 8% 21.5% 8 37.5%
HG
3617
Harbor Group
New Hampshire
$349M +$171M +97% 10.3% 41.4% 82 20.73%
FPTW
3618
Franklin, Parlapiano, Turner & Welch
Texas
$349M +$26.6M +8% 9.16% 41.6% 52 7.69%
RW
3619
REDW Wealth
New Mexico
$349M +$24.3M +7% 9.59% 54.1% 155 10.32%
JWM
3620
JFG Wealth Management
Colorado
$348M +$42.1M +14% 8.68% 65.2% 82 59.76%
OTL
3621
Oak Thistle LLC
New York
$348M +$9.56M +3% 12% 59% 683 72.62%
AP
3622
Arlington Partners
Alabama
$348M +$104M +43% 8.21% 43.7% 405 57.04%
PXPO
3623
Peak XV Partners Operations
Mauritius
$348M 18% 2
MLM
3624
Mount Lucas Management
Pennsylvania
$348M +$64.5M +23% 10.5% 84.4% 181 50.28%
KV
3625
Kickstand Ventures
New York
$348M +$24.6M +8% 7.75% 51.4% 112 28.57%