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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
TCA
2851
Troluce Capital Advisors
Puerto Rico
$715M +$293M +69% 9.16% 61.1% 53 75.47%
HWM
2852
Hohimer Wealth Management
Washington
$715M +$152M +27% 9.83% 99.7% 379 37.73%
BM
2853
Berman McAleer
Maryland
$715M 6.74% 164
ECM
2854
EagleClaw Capital Management
Massachusetts
$715M +$45.3M +7% 6.12% 104% 149 5.37%
CNB
2855
Camden National Bank
Maine
$715M +$21M +3% 5.42% 48.8% 173 9.25%
MSWM
2856
McGlone Suttner Wealth Management
Wisconsin
$715M +$52.3M +8% 6.74% 56% 198 7.07%
IWA
2857
Inspirion Wealth Advisors
Illinois
$715M -$40.9M -5% 6.27% 47% 171 19.88%
AAM
2858
Auxier Asset Management
Oregon
$714M +$32.7M +5% 6.44% 71.7% 179 5.59%
OC
2859
Oarsman Capital
Wisconsin
$713M +$75.6M +12% 7.14% 70.6% 272 16.54%
DIA
2860
Dean Investment Associates
Ohio
$713M +$33.2M +5% 6.35% 63.5% 216 12.04%
GKFF
2861
George Kaiser Family Foundation
Oklahoma
$713M +$18.7M +3% 4.37% 106% 70 5.71%
BFA
2862
Boulay Financial Advisors
Minnesota
$712M +$49.4M +7% 6.62% 4 0%
MBTD
2863
Mechanics Bank - Trust Department
California
$712M +$14.6M +2% 7.98% 67.2% 216 6.48%
GWS
2864
Glassman Wealth Services
Virginia
$712M +$58.8M +9% 7.35% 62.6% 192 8.33%
FCM
2865
Fortis Capital Management
Washington
$712M +$69.1M +11% 7.11% 82% 186 11.29%
BIP
2866
Blueprint Investment Partners
North Carolina
$712M +$148M +26% 7.8% 90.8% 125 54.4%
ROP
2867
Rule One Partners
Georgia
$711M +$527M +286% 7.4% 11 18.18%
ABWM
2868
Alpine Bank Wealth Management
Colorado
$711M +$48.8M +7% 6.46% 446 12.78%
GWA
2869
Gratus Wealth Advisors
Virginia
$710M +$49.9M +8% 6.33% 137 9.49%
RWM
2870
RMG Wealth Management
Wisconsin
$710M +$59.9M +9% 5.84% 368 17.66%
LWM
2871
Liberty Wealth Management
California
$710M +$72.3M +11% 8.15% 64.2% 260 14.23%
LIA
2872
LS Investment Advisors
Michigan
$710M +$25.6M +4% 9.34% 85.7% 140 7.14%
CI
2873
Cigna Investments
Connecticut
$710M +$122M +21% 11.6% 138% 487 10.06%
N
2874
Numerai
California
$709M +$14.8M +2% 4.49% 52.7% 685 56.35%
FC
2875
Financial Consulate
Maryland
$708M +$202M +40% 6.27% 53.3% 1,154 96.88%