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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
RIM
2901
Regent Investment Management
Kentucky
$327M +$22M +7% 11.4% 44% 218 9.17%
AI
2902
ArchPoint Investors
Florida
$327M +$31.5M +11% 10% 111% 142 9.86%
SBWM
2903
Sunflower Bank Wealth Management
Arizona
$327M +$14.1M +4% 6.94% 33.7% 138 10.87%
MAM
2904
Marotta Asset Management
Virginia
$327M 5.14% 45.7% 88
PL
2905
Plancorp LLC
Missouri
$326M +$64.3M +25% 7.72% 67.3% 193 13.99%
IWA
2906
IBEX Wealth Advisors
New Jersey
$326M +$24.9M +8% 6.58% 221% 114 30.7%
CCIA
2907
Campbell & Co Investment Adviser
Maryland
$326M +$60.5M +23% 9.08% 31% 923 68.91%
WCA
2908
Whetstone Capital Advisors
Kansas
$326M -$46.1M -12% 6.4% 282% 26 19.23%
ZAM
2909
Zevin Asset Management
Massachusetts
$326M +$15.6M +5% 4.8% 71.7% 93 7.53%
JIP
2910
JBJ Investment Partners
South Carolina
$326M +$28.8M +10% 4.03% 46.2% 54 7.41%
VSI
2911
Verde Servicos Internacionais
Brazil
$326M +$11M +4% 3.84% 120% 50 68%
MPW
2912
MA Private Wealth
California
$326M -$30M -8% 5.48% 57.5% 96 36.46%
LWS
2913
Lucia Wealth Services
California
$326M +$25.4M +8% 6.93% 45.6% 190 15.79%
WC
2914
Whitnell & Co
Illinois
$326M +$26.6M +9% 6.8% 36.6% 275 4.73%
GKFF
2915
George Kaiser Family Foundation
Oklahoma
$325M +$43.8M +16% 12.1% 106% 26 11.54%
GA
2916
Geller Advisors
New York
$325M +$49.2M +18% 8.01% 20.4% 78 37.18%
WIP
2917
Wellesley Investment Partners
Massachusetts
$325M +$20.8M +7% 4.92% 22.7% 127 19.69%
GLR
2918
Great Lakes Retirement
Ohio
$325M 5.75% 108% 171
AG
2919
Ashmore Group
United Kingdom
$325M +$87.4M +37% 17% 103% 20 20%
AMCA
2920
Arthur M. Cohen & Associates
Illinois
$325M -$29.8M -8% 9.58% 110% 134 13.43%
CIA
2921
Covington Investment Advisors
Pennsylvania
$324M +$29.3M +10% 7.24% 100% 94 3.19%
RPC
2922
Rossmore Private Capital
Connecticut
$324M +$26.8M +9% 8.08% 75.4% 139 4.32%
WAM
2923
WT Asset Management
Hong Kong
$324M +$64M +25% 25.9% 2,788% 24 41.67%
MSAM
2924
Moloney Securities Asset Management
Missouri
$324M +$24.5M +8% 7.46% 86% 388 22.68%
SC
2925
Slow Capital
California
$323M +$40.6M +14% 11.2% 124% 199 19.1%