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
IB
2051
Intrust Bank
Kansas
$933M +$71.5M +8% 393
W
2052
Wealthquest
Ohio
$933M +$30.8M +3% 141
COCM
2053
Charter Oak Capital Management
New Hampshire
$933M +$91.3M +11% 190
FBFS
2054
First Business Financial Services
Wisconsin
$933M +$72.4M +8% 171
PWMAG
2055
Pinnacle Wealth Management Advisory Group
New Jersey
$932M +$77.9M +9% 366
CF
2056
Cypress Funds
California
$932M +$71.2M +8% 16
PMFA
2057
Plante Moran Financial Advisors
Michigan
$931M -$26M -3% 969
CC
2058
Criteria Caixa
Spain
$929M +$42.6M +5% 26
BONST
2059
Bank of Nova Scotia Trust
Ontario, Canada
$929M +$37.9M +4% 145
GCAC
2060
Guardian Capital Advisors (Canada)
Ontario, Canada
$928M -$31.4M -3% 181
RI
2061
RWWM Inc
California
$927M +$64.7M +8% 18
PTC
2062
Private Trust Company
Ohio
$926M +$74.6M +9% 2,392
NFA
2063
Nationwide Fund Advisors
Ohio
$923M +$20.6M +2% 5
APC
2064
Alta Park Capital
California
$923M -$49.7M -5% 47
JMFC
2065
J.M. Forbes & Co
Massachusetts
$923M +$62M +7% 132
AC
2066
AltraVue Capital
Washington
$922M +$55M +6% 27
CTC
2067
Chai Trust Company
Illinois
$922M -$270M -23% 14
MIM
2068
Morningstar Investment Management
Illinois
$922M +$51.9M +6% 208
HP
2069
Harvey Partners
New York
$922M +$65.2M +8% 46
QCMNJ
2070
Quantum Capital Management (New Jersey)
New Jersey
$919M +$69.3M +8% 33
FG
2071
Fiduciary Group
Georgia
$918M +$64.3M +8% 271
ACP
2072
Aveo Capital Partners
Colorado
$917M +$88.4M +11% 398
FFM
2073
Fairmount Funds Management
Pennsylvania
$917M -$29.1M -3% 18
FTF
2074
Freedom Together Foundation
New York
$916M -$16.6M -2% 26
HCM
2075
Howard Capital Management
Georgia
$915M +$106M +13% 86