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
UC
4276
Unio Capital
New Jersey
$340M +$78.9M +30% 8.37% 97.8% 24 16.67%
QC
4277
Quantessence Capital
New York
$340M -$60.2M -15% 14.4% 483 93.79%
KFS
4278
Kelly Financial Services
Massachusetts
$339M +$51.7M +18% 8.52% 58.4% 124 15.32%
BA
4279
Ballast Advisors
Minnesota
$339M +$25.6M +8% 8.83% 66.7% 173 8.09%
RBFC
4280
Roman Butler Fullerton & Co
Missouri
$339M +$81.7M +32% 14% 121% 264 25.38%
IHWM
4281
Iron Horse Wealth Management
Iowa
$339M +$27.5M +9% 6.31% 29.1% 647 16.23%
CFG
4282
Carr Financial Group
Massachusetts
$339M +$33.7M +11% 8.84% 66.1% 197 16.24%
KLCM
4283
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 10.9% 84.2% 214 22.43%
DBRC
4284
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 7.31% 57.3% 204 18.14%
GCA
4285
Gradient Capital Advisors
California
$339M +$32.1M +10% 9% 71% 166 9.04%
BOA
4286
Birnam Oak Advisors
New York
$338M -$214M -39% 0.21% 36 50%
DP
4287
Divergent Planning
Maryland
$338M +$37M +12% 7.04% 43.3% 36 19.44%
LFGO
4288
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 8.06% 58.7% 93 20.43%
NG
4289
NatWest Group
United Kingdom
$338M -$991K -0.3% 22.8% 207% 38 26.32%
SM
4290
Selkirk Management
New Jersey
$338M +$77.6M +30% 34.5% 245% 15 13.33%
WBC
4291
West Branch Capital
Massachusetts
$338M +$38.4M +13% 14.1% 139% 540 14.63%
HWP
4292
Highline Wealth Partners
California
$338M +$41M +14% 12.8% 82.9% 1,100 26.55%
TA
4293
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 8.4% 58.5% 226 11.95%
HFS
4294
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 10.1% 57.9% 44 9.09%
BTD
4295
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 8.4% 488 12.3%
WWM
4296
WT Wealth Management
Arizona
$338M +$29.8M +10% 9.14% 66.6% 157 27.39%
RWM
4297
Ruedi Wealth Management
Illinois
$337M +$17.5M +5% 5.97% 44.9% 335 84.48%
BWM
4298
BNC Wealth Management
Oregon
$337M +$59.6M +21% 25% 193% 108 18.52%
PCM
4299
Princeton Capital Management
New Jersey
$337M +$52.7M +19% 25.7% 180% 135 17.04%
SA
4300
Strategic Advocates
Utah
$337M +$49M +17% 15.3% 103% 131 17.56%