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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
RBCM
2576
Raub Brock Capital Management
California
$479M -$44.7M -9% 3.42% 56.3% 69 14.49%
MIM
2577
Miller Investment Management
Pennsylvania
$479M -$7.18M -1% 4.32% 60.2% 94 8.51%
SG
2578
Sourcerock Group
Colorado
$479M -$22.3M -4% 3.22% 59.1% 28 39.29%
CPH
2579
C Partners Holding
Switzerland
$479M -$53M -10% 7.77% 25.6% 19 10.53%
WA
2580
Wealth Architects
California
$478M -$34M -7% 6.37% 80.1% 190 13.16%
FWM
2581
Focused Wealth Management
New York
$477M -$72.7M -13% 5.19% 73.9% 1,111 13.32%
RP
2582
Regal Partners
Australia
$477M -$112M -19% 2.4% 146% 41 39.02%
AWM
2583
Absher Wealth Management
North Carolina
$476M -$37.9M -7% 5.64% 54.5% 50 2%
APW
2584
Austin Private Wealth
Texas
$476M +$24.4M +5% 5.6% 62.3% 151 17.88%
SI
2585
Sapience Investments
California
$476M -$57.4M -11% 4.83% 54.9% 86 8.14%
RWA
2586
Ropes Wealth Advisors
Massachusetts
$476M -$10.3M -2% 5.42% 71% 284 16.9%
RIM
2587
Redwood Investment Management
Arizona
$476M -$118M -20% 4.2% 62.5% 306 58.82%
KAM
2588
Knightsbridge Asset Management
California
$476M -$27.8M -6% 4.54% 150% 136 25%
NAM
2589
NTV Asset Management
West Virginia
$475M -$35.8M -7% 5.05% 97.8% 251 6.77%
JWM
2590
JGP Wealth Management
Oregon
$475M -$20M -4% 4.8% 78.2% 147 6.8%
SAF
2591
Smith Anglin Financial
Texas
$475M +$133M +39% 4.21% 52.8% 153 23.53%
KCM
2592
Kynam Capital Management
New Jersey
$475M +$83M +21% 20.1% 320% 42 30.95%
CL
2593
CIM LLC
New York
$474M -$7.38M -2% 1.49% 108% 168 23.81%
CFA
2594
Cahill Financial Advisors
Minnesota
$474M +$3.96M +0.8% 5.96% 55.9% 223 11.66%
SDH
2595
Sloy Dahl & Holst
Washington
$474M +$54.7M +13% 13% 109% 81 16.05%
BC
2596
Brio Consultants
California
$473M +$32.7M +7% 5.29% 42.7% 104 35.58%
SS
2597
Sunbelt Securities
Texas
$473M +$200K +0% 4.62% 83.5% 460 11.96%
DACG
2598
Donor Advised Charitable Giving
California
$473M -$105M -18% 18% 365% 42 11.9%
T
2599
TCWP
Ohio
$472M +$1.93M +0.4% 5.38% 302 25.5%
SCM
2600
SKBA Capital Management
California
$472M -$28.4M -6% 4.67% 53.9% 76 5.26%