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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
RG
2826
Rikoon Group
New Mexico
$227M +$101M +80% 2.01% 63.3% 177 28.25%
IA
2827
Independence Advisors
Pennsylvania
$227M +$14.5M +7% 1.22% 24.4% 79 17.72%
ICM
2828
Intrepid Capital Management
Florida
$227M +$14.7M +7% 4.15% 70.2% 33 6.06%
PP
2829
Pegasus Partners
Wisconsin
$227M +$15.9M +8% 6.15% 32.6% 120 14.17%
MCM
2830
McRae Capital Management
New Jersey
$226M +$6.4M +3% 3.61% 59.2% 105 11.43%
TI
2831
Think Investments
California
$226M -$5.09M -2% 2.04% 285% 8 12.5%
UBWV
2832
United Bank (West Virginia)
West Virginia
$226M +$8.44M +4% 7.87% 22.5% 110 12.73%
CRB
2833
Chad R. Baker
$226M -$6.22M -3% 1.86% 108% 60 3.33%
GC
2834
Gilbert & Cook
Iowa
$226M 1.84% 63.2% 76
CA
2835
Cambridge Advisors
Nebraska
$226M +$295K +0.1% 0.9% 52.9% 137 8.03%
ATC
2836
Argent Trust Co
Tennessee
$226M -$9.62M -4% 3.36% 86.2% 278 17.63%
LWAC
2837
Laurel Wealth Advisors (California)
California
$226M +$14.5M +7% 1.7% 33% 317 23.97%
VCM
2838
Verger Capital Management
North Carolina
$226M +$1.56M +0.7% 0.48% 53.1% 17 17.65%
TCM
2839
Telos Capital Management
California
$225M +$9.94M +5% 2.41% 71.1% 146 9.59%
SRF
2840
Silver Rock Financial
California
$225M 13.2% 2.58% 21
WA
2841
Wealth Architects
California
$225M +$8.55M +4% 3.23% 80.1% 123 10.57%
IIC
2842
Ironwood Investment Counsel
Arizona
$225M +$10.6M +5% 4.05% 64% 161 14.29%
GMA
2843
Goldstein Munger & Associates
California
$225M +$5.26M +2% 1.37% 11.9% 37 16.22%
JWM
2844
Janiczek Wealth Management
Colorado
$224M 1.28% 16.4% 55
CCP
2845
Cryder Capital Partners
United Kingdom
$224M +$53.3M +31% 1.01% 55.7% 12 25%
NFC
2846
Northeast Financial Consultants
Connecticut
$224M -$12.9M -5% 1.61% 63.8% 160 12.5%
AWA
2847
ARS Wealth Advisors
Florida
$223M -$13.1M -6% 1.06% 61.8% 109 15.6%
OSNBOA
2848
Old Second National Bank of Aurora
Illinois
$223M +$5.01M +2% 4.29% 89.5% 353 9.92%
FA
2849
FCG Advisors
New Jersey
$223M -$103M -32% 3.19% 19.7% 126 19.05%
PG
2850
Patten Group
Tennessee
$223M +$9.79M +5% 3.35% 88.1% 670 10.45%