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
GCA
4326
Gradient Capital Advisors
California
$240M +$22.1M +10% 8.2% 71% 125 5.6%
OFCM
4327
One Fin Capital Management
California
$240M +$24.2M +11% 14.5% 75.5% 31 67.74%
WA
4328
WP Advisors
California
$240M -$3.84M -2% 8.6% 95.5% 111 9.01%
AGP
4329
Autumn Glory Partners
Texas
$240M 9.02% 61.5% 218
AF
4330
Affiance Financial
Minnesota
$240M +$9.64M +4% 7% 50.1% 157 8.28%
FPWM
4331
FSB Premier Wealth Management
Iowa
$240M +$39.9M +20% 5.3% 43.1% 536 80.78%
DI
4332
DFPG Investments
Utah
$239M -$24.8M -9% 6.53% 38.2% 199 19.1%
CCG
4333
Ceeto Capital Group
Florida
$239M +$25.6M +12% 12.6% 81.6% 159 7.55%
FA
4334
FC Advisory
Pennsylvania
$239M +$15.2M +7% 4.16% 42.9% 69 7.25%
BFWA
4335
Benchmark Financial Wealth Advisors
Florida
$239M +$28.9M +14% 6.85% 70.6% 80 20%
AWM
4336
Aprio Wealth Management
Georgia
$239M +$19.8M +9% 5% 60.6% 82 20.73%
PBPIA
4337
Pivotal bioVenture Partners Investment Advisor
California
$239M -$43.8M -15% 12.2% 731% 10 10%
JIC
4338
JRM Investment Counsel
Nebraska
$239M +$41.6M +21% 6.95% 61.2% 19 15.79%
RM
4339
RP Management
New York
$239M +$24.6M +11% 9.4% 208% 5 20%
PI
4340
Pettee Investors
Connecticut
$239M +$24M +11% 11.7% 66.9% 126 4.76%
SCG
4341
Sonata Capital Group
Washington
$239M +$15.7M +7% 6.83% 57.4% 131 10.69%
AJ
4342
Ashburton (Jersey)
Jersey
$239M +$12.1M +5% 9.83% 48 12.5%
NF
4343
Nikulski Financial
Iowa
$239M +$22.3M +10% 9.65% 95.8% 130 12.31%
TSA
4344
Tri-Star Advisors
Texas
$239M +$10.9M +5% 3.68% 3.07% 55 12.73%
T
4345
TNF
Montana
$238M +$5.66M +2% 5.32% 21.3% 138 5.8%
PIP
4346
Peachtree Investment Partners
Florida
$238M +$33.9M +17% 15.7% 82.6% 114 23.68%
PH
4347
Pinnacle Holdings
Oklahoma
$238M +$10.1M +4% 5.09% 65.3% 274 23.72%
ACP
4348
Acuta Capital Partners
California
$238M -$45.5M -16% 0.23% 7,472% 58 56.9%
FBT
4349
First Bank & Trust
South Dakota
$238M +$18.9M +9% 7.71% 78.5% 546 22.53%
TVMC
4350
T Ventures Management Company
Australia
$238M +$99.4M +72% 19.8% 2 50%