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
CIAS
1826
Capital Investment Advisory Services
North Carolina
$1.08B +$59.6M +6% 8.32% 69.3% 1,030 13.11%
CWP
1827
Cyndeo Wealth Partners
Florida
$1.08B +$121M +13% 10.5% 83.8% 385 16.62%
AHC
1828
Adell Harriman & Carpenter
Texas
$1.08B +$117M +12% 13.8% 176% 167 7.19%
NFG
1829
Nations Financial Group
Iowa
$1.08B +$86.9M +9% 9.57% 105% 653 11.33%
SWA
1830
SFMG Wealth Advisors
Texas
$1.08B +$106M +11% 10.3% 76.1% 285 15.44%
AUB
1831
Atlantic Union Bankshares
Virginia
$1.08B +$103M +11% 11.1% 78.9% 285 7.37%
MCC
1832
Money Concepts Capital
Florida
$1.08B +$124M +13% 10.1% 74.5% 404 19.06%
YIH
1833
Y-Intercept (HK)
Hong Kong
$1.07B +$51.2M +5% 13.2% 34.4% 1,747 75.62%
OAM
1834
Oberweis Asset Management
Illinois
$1.07B +$132M +14% 15.4% 485% 238 37.39%
LGM
1835
Logos Global Management
California
$1.07B +$322M +43% 54.9% 1,585% 77 58.44%
GCM
1836
Greenland Capital Management
New York
$1.07B +$43.4M +4% 14.6% 210% 586 72.53%
GGS
1837
Galvin Gaustad & Stein
Arizona
$1.07B +$82.3M +8% 9.79% 53.7% 187 12.3%
WIC
1838
Woodmont Investment Counsel
Tennessee
$1.07B +$124M +13% 9.13% 66.8% 249 11.24%
MIIM
1839
Mesirow Institutional Investment Management
Illinois
$1.07B +$82.7M +8% 13.2% 138 32.61%
IC
1840
Ikarian Capital
Texas
$1.07B +$237M +28% 34.9% 5,184% 191 55.5%
DG
1841
DigitalBridge Group
Florida
$1.07B +$204M +24% 18.1% 161% 80 26.25%
LFS
1842
Lutz Financial Services
Nebraska
$1.07B +$148M +16% 9.4% 35.3% 85 5.88%
LC
1843
L1 Capital
Australia
$1.07B -$109M -9% 8.54% 127% 14 28.57%
PTC
1844
Philadelphia Trust Company
Pennsylvania
$1.07B +$91.7M +9% 13% 162% 229 6.99%
S
1845
Siemens
Germany
$1.06B +$51.8M +5% 5.29% 16.8% 2 0%
EWM
1846
Executive Wealth Management
Michigan
$1.06B +$96.8M +10% 9.8% 18.4% 225 16%
CC
1847
Callan Capital
California
$1.06B +$126M +13% 10.2% 20.1% 252 26.19%
PIM
1848
Provident Investment Management
Michigan
$1.06B +$151M +17% 15% 69.5% 80 12.5%
HCM
1849
Hollencrest Capital Management
California
$1.06B +$174M +20% 11.2% 85.6% 1,144 15.73%
NIM
1850
NEOS Investment Management
Connecticut
$1.06B +$274M +35% 14.1% 163% 515 31.84%