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)
First International Bank & Trust
4126
First International Bank & Trust
North Dakota
$285M – – 2.83% 38.6% 93 – 0
Spinnaker Investment Group
4127
Spinnaker Investment Group
California
$285M – – 5.27% 56.9% 90 – 0
AFS
4128
Aft Forsyth & Sober
Florida
$285M +$18.8M +7% 9.44% 94.6% 96 18.75% 1.8
EPG Wealth Management
4129
EPG Wealth Management
Georgia
$284M +$35M +14% 8.66% 108% 403 8.68% 0.8
Seaview Investment Managers
4130
Seaview Investment Managers
Florida
$284M +$74.4M +35% 13.1% 148% 115 45.22% 0.4
GCMG
4131
Gyroscope Capital Management Group
Florida
$284M +$19.2M +7% 8.23% 24.8% 129 17.83% 2.2
Proquility Private Wealth Partners
4132
Proquility Private Wealth Partners
Nevada
$284M +$19.5M +7% 5.39% 19.4% 93 16.13% 0.8
Taylor Wealth Management Partners
4133
Taylor Wealth Management Partners
Massachusetts
$284M +$3.48M +1% 8.34% 62% 71 9.86% 2.3
PCJ Investment Counsel
4134
PCJ Investment Counsel
Ontario, Canada
$284M +$5.74M +2% 10.2% 164% 93 40.86% 1.9
CWS Financial Advisors
4135
CWS Financial Advisors
Michigan
$284M – – 6.89% 55.7% 151 – 1.6
Aisling Capital Management
4136
Aisling Capital Management
New York
$283M -$218M -43% 28.1% 793% 21 0% 1.8
Newfoundland Capital Management
4137
Newfoundland Capital Management
Brazil
$283M -$304M -52% 9.58% 49.5% 68 60.29% 0.5
PCM
4138
Prime Capital Management
Hong Kong
$283M -$40.7M -13% 11.2% 569% 9 11.11% 1
Shaker Financial Services
4139
Shaker Financial Services
Virginia
$283M +$33.3M +13% 1.06% 12.9% 184 36.41% 1.2
Resource Consulting Group
4140
Resource Consulting Group
Florida
$283M – – 5.78% – 72 – 0
Abacus Wealth Partners
4141
Abacus Wealth Partners
California
$283M +$11.4M +4% 6.4% 49.5% 136 23.53% 0.7
Measured Wealth Private Client Group
4142
Measured Wealth Private Client Group
New Hampshire
$283M +$23.2M +9% 9.84% 84.3% 168 13.69% 1.8
Pinnacle Bancorp
4143
Pinnacle Bancorp
Nebraska
$283M +$32.8M +13% 8.75% 72.9% 742 7.28% 3.1
Richard P. Slaughter Associates
4144
Richard P. Slaughter Associates
Texas
$283M +$30.6M +12% 4.24% 55.7% 132 12.88% 1.4
Quattro Financial Advisors
4145
Quattro Financial Advisors
Texas
$283M -$92.1M -25% 3.51% 77.6% 122 37.7% 0.9
RIT Capital Partners
4146
RIT Capital Partners
United Kingdom
$282M +$26.1M +10% 4.44% 73.5% 13 46.15% 0.7
LJHT
4147
Laurie J. Hall Trustee
$282M +$23.4M +9% 11.8% 105% 339 6.49% 4.8
Mass General Brigham
4148
Mass General Brigham
Massachusetts
$282M -$88.6M -24% 6.9% – 11 72.73% 0.5
SSI
4149
Scott & Selber Inc
Texas
$282M +$35.2M +14% 13% 202% 120 24.17% 2.3
Radnor Financial Advisors
4150
Radnor Financial Advisors
Pennsylvania
$281M +$4.26M +2% 3.21% 3.04% 26 0% 1.6