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
PCWA
3126
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 88
MC
3127
Miramar Capital
Illinois
$394M +$5.44M +1% 92
JJBC
3128
James J. Burns & Company
New York
$394M +$6.31M +2% 120
PCA
3129
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 327
MSWMA
3130
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 92
LMGAM
3131
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 130
CIA
3132
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 81
PCI
3133
Planning Center Inc
Illinois
$394M +$29.6M +8% 79
SCM
3134
Shah Capital Management
North Carolina
$394M +$49.8M +15% 17
RCM
3135
Requisite Capital Management
Texas
$393M +$68.8M +21% 79
IA
3136
Icon Advisers
Colorado
$393M +$5.5K +0% 172
NW
3137
Naviter Wealth
Arkansas
$393M +$107M +38% 237
VM
3138
VPR Management
Texas
$393M -$86.6M -18% 54
PIFP
3139
Partners in Financial Planning
Virginia
$393M +$12.7M +3% 95
D
3140
Diversified
Delaware
$393M +$113M +41% 156
SNB
3141
Security National Bank
Nebraska
$393M +$17.8M +5% 105
PA
3142
Perennial Advisors
New York
$392M +$42.8M +12% 130
TTSTC
3143
Texas Treasury Safekeeping Trust Company
Texas
$392M +$11.5M +3% 8
WCWM
3144
Wooster Corthell Wealth Management
Connecticut
$392M +$17.8M +5% 46
CM
3145
Cornerstone Management
Georgia
$392M +$8.38M +2% 249
IC
3146
Intel Corp
California
$392M +$191M +95% 8
BSWM
3147
Boston Standard Wealth Management
Massachusetts
$391M +$42.6M +12% 42
CAWM
3148
Capital Advisors Wealth Management
Washington
$391M +$29.5M +8% 153
CA
3149
Cambridge Advisors
Nebraska
$391M +$169K +0% 187
LA
3150
Lynch & Associates
Indiana
$391M +$9.57M +3% 108