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
TAM
1776
Trust Asset Management
Texas
$1.28B +$25.4M +2% 2.96% 91.1% 235 5.53%
SMM
1777
Stadion Money Management
Georgia
$1.28B -$47.9M -4% 1.54% 45.2% 25 16%
SWA
1778
Sax Wealth Advisors
New Jersey
$1.28B +$156M +14% 0.21% 57.2% 341 19.65%
EWM
1779
Executive Wealth Management
Michigan
$1.28B +$2.15M +0.2% 0.26% 18.4% 280 15.71%
AIM
1780
Avity Investment Management
Connecticut
$1.28B -$8.43M -0.7% 0.88% 104% 117 14.53%
SCP
1781
Sandhill Capital Partners
New York
$1.28B -$127M -9% 0.23% 56.5% 98 8.16%
KCM
1782
Kanawha Capital Management
Virginia
$1.27B -$103M -8% 1.06% 62.5% 234 11.97%
ORI
1783
Oak Ridge Investments
Illinois
$1.27B +$127M +11% 9.04% 208% 176 18.75%
EIP
1784
Easterly Investment Partners
Massachusetts
$1.27B +$25.9M +2% 1.49% 57.6% 226 24.34%
PFM
1785
Phillips Financial Management
Indiana
$1.27B -$18.2M -1% 2.09% 33.6% 282 10.64%
TS
1786
Triglav Skladi
Slovenia
$1.27B 6.79% 124
ADL
1787
Asset Dedication LLC
California
$1.27B -$212M -14% 0.96% 54.3% 1,192 12%
GWANC
1788
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27B +$327M +35% 0.71% 47.5% 542 21.03%
LIA
1789
LBMC Investment Advisors
Tennessee
$1.27B +$3.31M +0.3% 1.34% 43.6% 212 14.62%
SWA
1790
SFMG Wealth Advisors
Texas
$1.27B +$34.9M +3% 1.89% 63.3% 290 11.38%
MIM
1791
Morningstar Investment Management
Illinois
$1.27B +$258M +25% 1.02% 48.2% 225 10.67%
BCM
1792
Bronte Capital Management
Australia
$1.27B +$36.7M +3% 2.35% 112% 25 4%
KHLMVGHM
1793
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.27B +$62.9M +5% 1.7% 63.4% 67 28.36%
NRI
1794
NFP Retirement Inc
California
$1.27B +$31.2M +3% 0.38% 38.9% 302 8.94%
MCM
1795
Mill Capital Management
North Carolina
$1.27B -$13.1M -1% 1.53% 71.3% 126 3.17%
EC
1796
Elequin Capital
New York
$1.26B +$366M +41% 13.8% 46.3% 653 63.71%
LDB
1797
Lee, Danner & Bass
Tennessee
$1.26B -$158M -11% 0.19% 755 71.92%
BC
1798
BIT Capital
Germany
$1.26B +$183M +17% 23.1% 782% 146 47.95%
P3I
1799
Progeny 3 Inc
Washington
$1.26B +$68.6M +6% 7% 93.2% 37 21.62%
YL
1800
YCG LLC
Texas
$1.26B -$37.1M -3% 1.58% 36.9% 40 12.5%