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
PCP
5951
Pacific Capital Partners
$151M -$1.76M -1% 1.6% 63 15.87%
KIM
5952
Kestrel Investment Management
California
$151M +$1.2M +0.8% 3.28% 82.9% 44 31.82%
BA
5953
Ballew Advisors
Mississippi
$151M +$6.03M +4% 2.38% 62.3% 105 6.67%
CCM
5954
Chaney Capital Management
Washington
$151M +$26.5M +21% 5.72% 38 23.68%
SVBP
5955
Strategic Value Bank Partners
Ohio
$151M -$2.03M -1% 1.01% 58.2% 22 0%
EWM
5956
Evergreen Wealth Management
Michigan
$151M +$3.19M +2% 2.87% 57% 55 0%
AWA
5957
Archvest Wealth Advisors
California
$151M +$9.41M +7% 1.54% 47.8% 65 16.92%
PRI
5958
Prepared Retirement Institute
Pennsylvania
$151M +$16.9M +13% 1.08% 83 18.07%
GFP
5959
Guardian Financial Partners
California
$151M +$4.87M +3% 1.82% 50.2% 46 4.35%
CE
5960
Cornerstone Enterprises
Wisconsin
$151M +$14.7M +11% 7.61% 35 5.71%
MCA
5961
Millennium Capital Advisors
Arkansas
$150M +$8.86M +6% 8.24% 114% 126 7.94%
OPWM
5962
Oxinas Partners Wealth Management
Indiana
$150M -$3.79M -2% 4.72% 91.4% 133 10.53%
HP
5963
Highlander Partners
Texas
$150M +$6.05M +4% 2.65% 221% 41 7.32%
PJWM
5964
Philip James Wealth Mangement
Georgia
$150M +$9.07M +6% 1.48% 84 21.43%
SPI
5965
Sutton Place Investors
New York
$150M -$51.8M -26% 2.99% 55.9% 156 28.85%
WF
5966
Williams Financial
Vermont
$150M -$26.6K -0% 0.74% 28.5% 20 20%
RCM
5967
Ravenstone Capital Management
$150M -$172K -0.1% 1.95% 51.3% 36 8.33%
GWCM
5968
Godshalk Welsh Capital Management
Pennsylvania
$150M +$1.17M +0.8% 3.16% 54.7% 125 8%
MA
5969
Minerva Advisors
Pennsylvania
$150M -$13.3M -8% 0.12% 149% 60 6.67%
SM
5970
Soapstone Management
Maryland
$150M -$29.3M -16% 8.4% 51.5% 19 21.05%
AC
5971
Antara Capital
New York
$150M -$20.2M -12% 14.1% 39.8% 45 51.11%
NCMW
5972
Northern Capital Management (Washington)
Washington
$150M +$6.52M +5% 4.84% 80% 41 14.63%
SCP
5973
Sivia Capital Partners
California
$150M +$2.38M +2% 7% 213 20.19%
QHA
5974
Quarry Hill Advisors
Minnesota
$149M +$13.6M +10% 0.61% 62.5% 46 4.35%
WAC
5975
William Allan Corp
Colorado
$149M -$1.08M -0.7% 0.82% 84.7% 53 11.32%