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
SFP
4576
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 7.32% 46.8% 109 3.67%
UOIF
4577
University of Illinois Foundation
Illinois
$271M -$14.8M -5% 8.63% 4 25%
TBWA
4578
Three Bridge Wealth Advisors
California
$271M +$18.7M +7% 5.5% 169% 93 8.6%
AW
4579
Alaethes Wealth
Nevada
$271M +$29.2M +12% 4.4% 80.5% 118 13.56%
UHC
4580
Union Heritage Capital
Michigan
$271M +$16.7M +7% 6.59% 69.2% 59 0%
KA
4581
Kooman & Associates
Pennsylvania
$271M +$22.1M +9% 5.9% 59.9% 48 12.5%
VVVM4
4582
Viola Ventures VC Management 4
Israel
$271M +$8.6M +3% 2.36% 79.1% 5 0%
3F
4583
360 Financial
Minnesota
$271M +$6.11M +2% 6.71% 56.6% 96 14.58%
CFP
4584
Cypress Financial Planning
New Jersey
$270M +$28.8M +12% 6.71% 37.9% 80 13.75%
SC
4585
Sawyer & Company
Massachusetts
$270M +$18.6M +7% 7.55% 97.4% 199 11.06%
RC
4586
Rovin Capital
Arizona
$270M +$30M +12% 5.77% 63.8% 184 22.83%
GTAM
4587
Global Trust Asset Management
Florida
$270M +$21.7M +9% 6.85% 109% 512 12.7%
C
4588
CEDRUS
Colorado
$270M +$70M +35% 5.94% 19.8% 192 25%
GWM
4589
Graybill Wealth Management
Illinois
$270M +$23.4M +10% 8.36% 60 5%
CPC
4590
Congress Park Capital
New York
$270M +$20.8M +8% 5.33% 95.6% 123 14.63%
MFG
4591
Monumental Financial Group
Maryland
$270M +$40.2M +18% 4.65% 18.2% 43 6.98%
TAM
4592
Townsend Asset Management
North Carolina
$269M +$11.4M +4% 5.75% 77% 203 7.39%
PSC
4593
Patient Square Capital
California
$269M +$54M +25% 0.67% 328% 11 81.82%
PLU
4594
Performa Ltd (US)
South Carolina
$269M +$26M +11% 6.54% 46.2% 60 18.33%
AA
4595
Argent Advisors
Louisiana
$269M +$17.4M +7% 7.91% 51.7% 140 5.71%
DFG
4596
Delta Financial Group
New Jersey
$269M +$30.6M +13% 8.12% 140 13.57%
SIP
4597
Stoneridge Investment Partners
Pennsylvania
$269M +$4.5M +2% 1.21% 26.4% 149 34.23%
RF
4598
Robinswood Financial
Washington
$269M +$21.8M +9% 5.67% 38.8% 394 16.5%
SGA
4599
Siguler Guff Advisers
New York
$269M +$35.4M +15% 16.4% 37.7% 5 0%
NRCM
4600
Northern Right Capital Management
Connecticut
$269M -$2.79M -1% 10.6% 150% 37 48.65%