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
BMWM
4326
Brown Miller Wealth Management
Virginia
$353M +$31M +10% 9.94% 102% 208 17.31%
CP
4327
Covenant Partners
Tennessee
$353M +$17.7M +5% 7.01% 70.3% 150 12.67%
AW
4328
Alaethes Wealth
Nevada
$353M +$17.9M +5% 6.43% 80.5% 118 14.41%
SSW
4329
Stone Summit Wealth
Florida
$353M +$29.8M +9% 7.48% 59.6% 147 6.12%
SP
4330
Sequent Planning
Nebraska
$352M +$36.7M +12% 5.67% 205 22.93%
IQI
4331
Integrated Quantitative Investments
Washington
$352M +$11.4M +3% 14.4% 471 49.68%
FFO
4332
Fiduciary Family Office
Florida
$351M +$46.1M +15% 13.1% 202 15.84%
LFP
4333
Leeward Financial Partners
Washington
$351M +$35.9M +11% 8.17% 69.5% 104 6.73%
EFP
4334
EnRich Financial Partners
Wisconsin
$351M +$25.7M +8% 5.98% 63 6.35%
CP
4335
Catalys Pacific
Japan
$351M +$220M +167% 174% 2 0%
GF
4336
Gray Foundation
New York
$351M -$1.81M -0.5% 3.96% 9 11.11%
HBS
4337
Howard Bailey Securities
Indiana
$351M +$26.9M +8% 5.76% 171 28.07%
HCM
4338
Heights Capital Management
California
$351M -$23.7M -6% 0.74% 234 52.99%
MWM
4339
McMill Wealth Management
Nebraska
$351M +$49.1M +16% 5.64% 56 12.5%
AFGI4KRSP
4340
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$351M +$28.6M +9% 15.5% 5.11% 1 0%
BOS
4341
Bank of Stockton
California
$351M +$15M +4% 7.69% 92.3% 144 4.86%
VSI
4342
Verde Servicos Internacionais
Brazil
$351M +$123M +54% 8.76% 120% 60 66.67%
SCP
4343
Seafarer Capital Partners
California
$351M -$15.6M -4% 0.5% 76.2% 7 0%
KIC
4344
Keating Investment Counselors
Florida
$350M +$19.4M +6% 10.4% 43.7% 65 12.31%
CC
4345
Cederberg Capital
United Kingdom
$350M +$77.9M +29% 19% 103% 11 36.36%
KPWG
4346
KFA Private Wealth Group
Virginia
$350M +$27.4M +8% 7% 57.5% 143 11.89%
KWM
4347
Kaydan Wealth Management
Michigan
$350M +$44.6M +15% 7.52% 57.8% 119 10.92%
KC
4348
Kaleidoscope Capital
Massachusetts
$350M +$98.1M +39% 22.9% 11 18.18%
PA
4349
Pineridge Advisors
Missouri
$350M +$73.9M +27% 3.62% 597 28.98%
OAJ
4350
Ogorek Anthony Joseph
New York
$350M +$26.1M +8% 6.78% 50.5% 705 8.37%