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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
3126
Regent Investment Management
Kentucky
$373M +$30.6M +9% 11.3% 44% 203 4.93%
CA
3127
Cambridge Advisors
Nebraska
$373M +$23.6M +7% 7.91% 52.9% 186 9.14%
ECA
3128
Endeavour Capital Advisors
Connecticut
$372M -$60.1M -14% 4.85% 105% 49 14.29%
SI
3129
Symmetry Investments
Jersey
$372M -$71.1M -16% 13.1% 148% 154 72.73%
WAS
3130
Wealth Advisory Solutions
Indiana
$372M +$10.5M +3% 10.1% 55.5% 139 12.95%
ACA
3131
Ackerman Capital Advisors
Texas
$372M +$20.5M +6% 6.44% 40.4% 120 28.33%
5VM
3132
5AM Venture Management
California
$372M -$150M -29% 8.74% 546% 23 17.39%
FCMC
3133
Founders Capital Management (Connecticut)
Connecticut
$372M +$15.3M +4% 6.42% 88.9% 72 8.33%
LMGAM
3134
Liberty Mutual Group Asset Management
Massachusetts
$372M +$38.9M +12% 0.6% 47.9% 129 13.95%
3LCM
3135
3D/L Capital Management
Connecticut
$372M +$34.9M +10% 9.76% 13.9% 113 17.7%
SWA
3136
SOA Wealth Advisors
New York
$372M +$39.4M +12% 7.53% 79.1% 1,033 7.84%
TWM
3137
Tanager Wealth Management
United Kingdom
$371M +$245M +194% 5.09% 48.1% 81 45.68%
CPI
3138
Crestview Partners III
New York
$371M -$32.2M -8% 5.05% 51.2% 3 66.67%
SNB
3139
Security National Bank
Nebraska
$371M +$12.3M +3% 9.92% 113% 107 13.08%
AW
3140
Atlas Wealth
Ohio
$371M 7.22% 43.5% 128
PWA
3141
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 8.09% 71.3% 159 13.84%
PCA
3142
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 11.7% 47.4% 350 18.29%
WAM
3143
WNY Asset Management
New York
$370M +$94.2M +34% 7.74% 195 20%
IRC
3144
Investors Research Corp
Georgia
$370M +$43.1M +13% 11% 57.2% 1,167 3.17%
MF
3145
Manchester Financial
California
$370M +$22.1M +6% 3.82% 67.5% 105 15.24%
AP
3146
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 4.51% 138% 33 45.45%
TWM
3147
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 9.74% 56.2% 78 12.82%
FPFS
3148
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 10.4% 31.5% 446 14.13%
MWA
3149
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 5.55% 39.7% 53 20.75%
WLIM
3150
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 6.24% 55.3% 115 9.57%