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)
BNC Wealth Management
4626
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 6.45% 204% 114 31.58% 2.4
Sterling Financial Planning
4627
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 7.32% 59.3% 109 3.67% 2.9
University of Illinois Foundation
4628
University of Illinois Foundation
Illinois
$271M -$14.8M -5% 8.63% – 4 25% 0.7
Three Bridge Wealth Advisors
4629
Three Bridge Wealth Advisors
California
$271M +$18.7M +7% 5.5% 169% 93 8.6% 2
Alaethes Wealth
4630
Alaethes Wealth
Nevada
$271M +$29.2M +12% 4.4% 96.4% 118 13.56% 2.2
Union Heritage Capital
4631
Union Heritage Capital
Michigan
$271M +$16.7M +7% 6.59% 82.1% 59 0% 3
KA
4632
Kooman & Associates
Pennsylvania
$271M +$22.1M +9% 5.9% 66% 48 12.5% 1.3
Viola Ventures VC Management 4
4633
Viola Ventures VC Management 4
Israel
$271M +$8.6M +3% 2.36% 79.1% 5 0% 1.6
360 Financial
4634
360 Financial
Minnesota
$271M +$6.11M +2% 6.71% 82.5% 96 14.58% 2.5
Cypress Financial Planning
4635
Cypress Financial Planning
New Jersey
$270M +$28.8M +12% 6.71% 41.2% 80 13.75% 1.2
SC
4636
Sawyer & Company
Massachusetts
$270M +$18.6M +7% 7.55% 111% 199 11.06% 4
Rovin Capital
4637
Rovin Capital
Arizona
$270M +$30M +12% 5.77% 63.8% 184 22.83% 1.6
Global Trust Asset Management
4638
Global Trust Asset Management
Florida
$270M +$21.7M +9% 6.85% 178% 512 12.7% 3.8
CEDRUS
4639
CEDRUS
Colorado
$270M +$70M +35% 5.94% 19.8% 192 25% 1.5
Graybill Wealth Management
4640
Graybill Wealth Management
Illinois
$270M +$23.4M +10% 8.36% – 60 5% 5.4
Congress Park Capital
4641
Congress Park Capital
New York
$270M +$20.8M +8% 5.33% 99.9% 123 14.63% 3.9
MFG
4642
Monumental Financial Group
Maryland
$270M +$40.2M +18% 4.65% 18.2% 43 6.98% 1.8
Townsend Asset Management
4643
Townsend Asset Management
North Carolina
$269M +$11.4M +4% 5.75% 88.5% 203 7.39% 3.4
Patient Square Capital
4644
Patient Square Capital
California
$269M +$54M +25% 0.67% 329% 11 81.82% 0.2
Performa Ltd (US)
4645
Performa Ltd (US)
South Carolina
$269M +$26M +11% 6.54% 55.8% 60 18.33% 2.5
Argent Advisors
4646
Argent Advisors
Louisiana
$269M +$17.4M +7% 7.91% 63.1% 140 5.71% 3.3
Delta Financial Group
4647
Delta Financial Group
New Jersey
$269M +$30.6M +13% 8.12% – 140 13.57% 1.1
Stoneridge Investment Partners
4648
Stoneridge Investment Partners
Pennsylvania
$269M +$4.5M +2% 1.21% 44.2% 149 34.23% 1.5
Robinswood Financial
4649
Robinswood Financial
Washington
$269M +$21.8M +9% 5.67% 43.2% 394 16.5% 0.9
Siguler Guff Advisers
4650
Siguler Guff Advisers
New York
$269M +$35.4M +15% 16.4% 37.7% 5 0% 3.1