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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
RCM
3026
Radnor Capital Management
Pennsylvania
$298M +$21.7M +8% 5.93% 86.6% 198 12.63%
GHP
3027
Great Hill Partners
Massachusetts
$298M +$7.07M +2% 40.7% 14.7% 2 0%
WI
3028
WrapManager Inc
California
$298M +$28.8M +11% 5.68% 51.7% 255 12.16%
MCM
3029
McRae Capital Management
New Jersey
$298M +$31.4M +12% 10.4% 59.2% 96 8.33%
IAS
3030
IMA Advisory Services
Colorado
$298M +$21.7M +8% 7.48% 55.7% 311 24.44%
PT
3031
Plimoth Trust
Massachusetts
$298M +$17M +6% 8.56% 94% 163 2.45%
SDWMA
3032
Schneider Downs Wealth Management Advisors
Pennsylvania
$298M +$5.48M +2% 0.11% 43.5% 103 12.62%
SA
3033
Strategic Advisors
New York
$298M +$30.1M +11% 11.2% 87.3% 160 15.63%
AIS
3034
American Investment Services
Massachusetts
$298M +$13.5M +5% 6.5% 59.4% 138 5.07%
OIA
3035
Optimum Investment Advisors
Illinois
$298M +$10.8M +4% 9.99% 125% 968 16.12%
LSPW
3036
Lake Street Private Wealth
Illinois
$298M +$27.8M +10% 9.55% 77% 162 8.02%
GMA
3037
Goldstein Munger & Associates
California
$298M +$32.4M +12% 7.61% 11.9% 39 5.13%
AW
3038
Avion Wealth
Texas
$297M +$10M +3% 1.84% 36% 321 18.07%
BRC
3039
Bishop Rock Capital
New York
$297M -$7.17M -2% 8.62% 35.4% 23 0%
BPM
3040
Blue Pool Management
Hong Kong
$297M +$76.4M +35% 8.79% 72.8% 37 24.32%
CIG
3041
Consolidated Investment Group
Colorado
$297M +$32.6M +12% 11.7% 140% 62 0%
CWC
3042
Carolinas Wealth Consulting
North Carolina
$297M +$43.3M +17% 8.78% 24.6% 1,031 32.2%
WC
3043
Westwind Capital
New Mexico
$297M +$33.4M +13% 22.8% 78.1% 44 15.91%
OAM
3044
Oberweis Asset Management
Illinois
$297M +$42.4M +17% 31.3% 312% 152 36.18%
TCWA
3045
Ten Capital Wealth Advisors
Washington
$297M 6.86% 25% 107
KCPG
3046
Kavar Capital Partners Group
Kansas
$297M +$36.1M +14% 9.16% 77.2% 146 18.49%
HC
3047
Hourglass Capital
Texas
$296M +$14M +5% 5.02% 81.1% 120 3.33%
GAM
3048
Gould Asset Management
California
$296M +$10.8M +4% 5.76% 37.6% 141 9.93%
SIA
3049
Strategic Investment Advisors
Michigan
$296M +$31.1M +12% 5.33% 56.1% 193 21.24%
MP
3050
Mediatel Partners
Texas
$296M +$40.8M +16% 16.5% 22.9% 2 0%