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
CST
2826
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 154
MWM
2827
Madison Wealth Management
Ohio
$300M +$51M +20% 127
BCB
2828
Brian C. Broderick
$300M +$47.6M +19% 82
CAM
2829
Cypress Asset Management
Texas
$300M +$68.4M +30% 131
CM
2830
Capital Management
Virginia
$300M +$26.5M +10% 75
BC
2831
Brio Consultants
California
$299M +$49.2M +20% 83
RG
2832
Rikoon Group
New Mexico
$299M +$58M +24% 216
SG
2833
Strid Group
Pennsylvania
$299M +$53.9M +22% 28
CIA
2834
Capital Impact Advisors
Massachusetts
$299M +$61.3M +26% 129
ECA
2835
Endeavour Capital Advisors
Connecticut
$299M +$12.1M +4% 57
RCM
2836
Ratan Capital Management
Florida
$299M +$85M +40% 50
PAM
2837
Premier Asset Management
Illinois
$299M +$60.5M +25% 149
MWM
2838
Meridian Wealth Management
Kentucky
$299M +$73M +32% 251
UA
2839
Unison Advisors
District of Columbia
$299M +$206M +222% 162
BWP
2840
BSW Wealth Partners
Colorado
$298M +$57.6M +24% 146
FAM
2841
Fulcrum Asset Management
United Kingdom
$298M 144
SBWM
2842
Sunflower Bank Wealth Management
Arizona
$298M +$34.5M +13% 130
IEFM
2843
IQ EQ Fund Management
Ireland
$297M +$53.1M +22% 197
BWM
2844
Brickley Wealth Management
California
$297M +$56.1M +23% 38
HFS
2845
Haverford Financial Services
Pennsylvania
$297M +$49.4M +20% 71
III
2846
Independent Investors Inc
New York
$297M +$55.6M +23% 72
HCM
2847
Harspring Capital Management
New York
$296M +$117M +66% 31
BGI
2848
BlueDrive Global Investors
United Kingdom
$296M +$26.8M +10% 13
MCM
2849
Mudrick Capital Management
New York
$296M +$214M +262% 10
FSWA
2850
Financial Synergies Wealth Advisors
Texas
$295M +$120M +68% 53