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)
Stone Summit Wealth
4401
Stone Summit Wealth
Florida
$323M +$27.6M +9% 10.1% 67% 145 5.52% 2.9
KFA Private Wealth Group
4402
KFA Private Wealth Group
Virginia
$323M +$37M +13% 9.37% 62.8% 134 16.42% 2.2
RFG - Bristol Wealth Advisors
4403
RFG - Bristol Wealth Advisors
Massachusetts
$322M +$24.1M +8% 9.84% – 188 17.55% 0.4
WHGC
4404
Wealth High Governance Capital
Brazil
$322M +$169M +111% 37% 622% 44 65.91% 0.3
American Financial Group Inc 401(K) Retirement & Savings Plan
4405
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$322M -$21.5M -6% 3.91% 17.8% 1 0% 12
Regimen Wealth
4406
Regimen Wealth
Georgia
$322M +$11M +4% 4.42% 34.4% 78 21.79% 1.6
BWM
4407
Brown Wealth Management
Illinois
$322M +$31.2M +11% 7.78% 51.2% 104 16.35% 1.3
Brown Miller Wealth Management
4408
Brown Miller Wealth Management
Virginia
$322M +$32.9M +11% 13.7% 102% 197 12.69% 2.2
Level Financial Advisors
4409
Level Financial Advisors
New York
$321M +$27.2M +9% 6.1% 44% 91 7.69% 2.3
Passive Capital Management
4410
Passive Capital Management
Maryland
$321M +$5.61M +2% 5.15% 37.7% 84 3.57% 2
BPIA
4411
Broad Peak Investment Advisers
Singapore
$321M +$172M +116% 39.6% – 14 78.57% 0.1
ForthRight Wealth Management
4412
ForthRight Wealth Management
Georgia
$321M +$21.8M +7% 5.16% 44.6% 71 16.9% 2.9
Denver PWM
4413
Denver PWM
Colorado
$321M +$42.8M +15% 6.25% 48.6% 80 15% 2.6
CLG LLC
4414
CLG LLC
California
$321M +$32.4M +11% 5.7% – 136 18.38% 0.4
Peregrine Asset Advisers
4415
Peregrine Asset Advisers
Oregon
$321M +$53.2M +20% 18.1% 182% 178 15.17% 2.4
Muhlenkamp & Co
4416
Muhlenkamp & Co
Pennsylvania
$320M +$14.8M +5% 9.86% 107% 27 7.41% 5.1
Narus Financial Partners
4417
Narus Financial Partners
Utah
$320M +$26.4M +9% 10.4% 85.3% 168 17.86% 3.5
Arcataur Capital Management
4418
Arcataur Capital Management
Wisconsin
$320M +$26.6M +9% 8.54% 65.4% 102 5.88% 1.8
Farmers & Merchants Trust Co of Chambersburg PA
4419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$320M +$37.4M +13% 8.03% 65.5% 422 23.7% 5.3
Thrive Capital Management (Pennsylvania)
4420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319M +$152M +91% 5.85% 65.3% 193 53.37% 0.6
Shoker Investment Counsel
4421
Shoker Investment Counsel
Ohio
$319M +$23.1M +8% 7.8% 83.8% 112 8.04% 5.7
City State Bank
4422
City State Bank
Iowa
$319M +$15.6M +5% 6.2% 79.1% 766 4.05% 2.7
S.E.E.D. Planning Group
4423
S.E.E.D. Planning Group
New York
$319M +$22.2M +7% 6.23% 57.3% 76 10.53% 3.6
Smart Money Group
4424
Smart Money Group
Texas
$319M +$24.8M +8% 8.31% 58.9% 81 13.58% 2.8
SMART Wealth
4425
SMART Wealth
Nebraska
$319M +$39.8M +14% 8.78% 77.7% 197 37.06% 0.9