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
SFG
4126
Summit Financial Group
West Virginia
$257M -$6.65M -3% 5.07% 26.1% 192 4.69%
DMBA
4127
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 4.34% 75.5% 506 2.17%
B
4128
BetterWealth
California
$257M +$9.86M +4% 5.18% 55.7% 47 10.64%
MCM
4129
Mudrick Capital Management
New York
$257M -$13.3M -5% 0.6% 212% 13 23.08%
SCA
4130
St. Clair Advisors
Ohio
$257M +$27.3M +12% 6.24% 64% 81 6.17%
CP
4131
Capital Planning
Washington
$256M +$14.6M +6% 8.02% 68.9% 75 12%
HI
4132
Humankind Investments
New York
$256M +$15.3M +6% 6.51% 62.5% 149 37.58%
AP
4133
Agilis Partners
Massachusetts
$256M +$29.9M +13% 4.62% 8.47% 23 4.35%
HCA
4134
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 5.24% 26.6% 105 4.76%
BIG
4135
Builder Investment Group
Georgia
$256M +$26.7M +12% 14.4% 153% 96 6.25%
VIA
4136
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 4.47% 47.3% 73 12.33%
CFO
4137
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 2.7% 50.1% 186 15.59%
SSI
4138
Scott & Selber Inc
Texas
$256M +$20.8M +9% 10.3% 187% 103 7.77%
PPWP
4139
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 3.67% 19.4% 96 13.54%
LF
4140
Lantz Financial
Illinois
$255M +$14.9M +6% 5.24% 67.1% 197 7.11%
OAM
4141
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 5.19% 59.3% 31 64.52%
MAM
4142
McLean Asset Management
Virginia
$255M +$12.1M +5% 5.19% 64.3% 134 5.97%
IC
4143
Innealta Capital
Texas
$255M +$18.5M +8% 4.29% 63.7% 77 18.18%
PFS
4144
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 9.35% 100% 108 0.93%
WIM
4145
Warwick Investment Management
Texas
$255M +$18.9M +8% 5.66% 64.3% 70 15.71%
MLA
4146
My Legacy Advisors
Oregon
$254M +$21.2M +9% 4.73% 49.1% 223 14.8%
GSIAS
4147
Garden State Investment Advisory Services
New Jersey
$254M +$22.2M +10% 6.19% 94% 276 32.61%
SWRP
4148
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 5.33% 67.6% 109 50.46%
IVMX
4149
Institutional Venture Management XV
California
$254M -$87.5M -26% 3.1% 116% 6 33.33%
FFA
4150
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 7.09% 84.9% 521 14.97%