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
SWP
3101
Summit Wealth Partners
Florida
$399M +$9.63M +2% 192
ISB
3102
Iowa State Bank
Iowa
$398M -$553K -0.1% 115
SIC
3103
SJS Investment Consulting
Ohio
$398M +$31.5M +9% 1,637
TI
3104
Truxt Investmentos
Brazil
$398M +$124M +45% 20
RIP
3105
Rhino Investment Partners
Pennsylvania
$398M +$28.1M +8% 37
CS
3106
Cisco Systems
California
$397M +$62.2M +19% 5
AACA
3107
American Assets Capital Advisers
California
$397M -$31.4M -7% 37
EIG
3108
Ellenbecker Investment Group
Wisconsin
$396M +$29.1M +8% 95
IPW
3109
Inlet Private Wealth
Florida
$396M +$11.8M +3% 136
IRC
3110
Investors Research Corp
Georgia
$396M +$11.2M +3% 1,142
LS
3111
Liquid Strategies
Georgia
$396M +$28.3M +8% 16
BWM
3112
Brickley Wealth Management
California
$396M +$31M +9% 41
MC
3113
Martin & Co
Tennessee
$396M +$7.25M +2% 108
RC
3114
Raine Capital
New York
$395M -$103M -21% 15
PPC
3115
Park Presidio Capital
California
$395M -$7.83M -2% 11
FBT
3116
First Bank & Trust
South Dakota
$395M +$16.5M +4% 204
PCWA
3117
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 88
MC
3118
Miramar Capital
Illinois
$394M +$5.44M +1% 92
JJBC
3119
James J. Burns & Company
New York
$394M +$6.31M +2% 120
PCA
3120
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 327
MSWMA
3121
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 92
LMGAM
3122
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 130
CIA
3123
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 81
PCI
3124
Planning Center Inc
Illinois
$394M +$29.6M +8% 79
SCM
3125
Shah Capital Management
North Carolina
$394M +$49.8M +15% 17