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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
IWA
3201
Inspirion Wealth Advisors
Illinois
$377M +$22M +6% 6.43% 47% 88 9.09%
RSVP
3202
Ramsay Stattman Vela & Price
Colorado
$377M +$20.9M +6% 3.8% 64.3% 70 10%
ACS
3203
Archford Capital Strategies
Illinois
$376M -$58.5M -13% 3.8% 76.2% 285 14.39%
RG
3204
Rikoon Group
New Mexico
$376M +$17.7M +5% 5.23% 63.3% 240 9.58%
IVAV
3205
Index Venture Associates V
Jersey
$376M +$9.09M +2% 20.3% 61.2% 3 66.67%
HAS
3206
HBW Advisory Services
California
$376M +$46.7M +14% 3.44% 62.1% 275 30.91%
NI
3207
NFC Investments
Tennessee
$376M +$31.4M +9% 20.9% 47 21.28%
FTDI
3208
First Trust Direct Indexing
Massachusetts
$375M +$4.17M +1% 7.41% 69% 1,129 65.63%
NC
3209
Nightview Capital
Texas
$375M -$46.3M -11% 3.21% 142% 16 43.75%
SFA
3210
Source Financial Advisors
New York
$375M +$4.74M +1% 0.51% 18.5% 118 16.1%
RA
3211
Ramius Advisors
New York
$374M +$104M +39% 3.26% 187% 424 89.62%
CICI
3212
Capital Investment Counsel Inc
North Carolina
$374M +$51.5M +16% 6.09% 153% 206 19.9%
ECAM
3213
East Coast Asset Management
Massachusetts
$374M +$43.2M +13% 4.11% 147% 62 4.84%
SCM
3214
Stamina Capital Management
New York
$374M -$29.4M -7% 9.62% 292% 35 42.86%
FMP
3215
Financial Management Professionals
Texas
$374M +$17.1M +5% 7.23% 62.1% 746 20.38%
TC
3216
Tarsadia Capital
New York
$374M -$110M -23% 11.5% 27 48.15%
BWM
3217
Brickley Wealth Management
California
$374M +$9.98M +3% 2.37% 62.6% 40 5%
CM
3218
Cartica Management
District of Columbia
$374M +$10M +3% 2.28% 92.9% 11 18.18%
YIH
3219
Y-Intercept (HK)
Hong Kong
$373M +$136M +57% 6.82% 34.4% 903 79.73%
PAM
3220
Paradigm Asset Management
New York
$373M +$14.1M +4% 8.37% 73.8% 421 47.74%
ZF
3221
Zhang Financial
Michigan
$373M +$48.2M +15% 5.92% 67.9% 129 15.5%
HP
3222
Holowesko Partners
Bahamas
$373M +$1.37M +0.4% 12.2% 51.1% 35 37.14%
C
3223
Certuity
Florida
$373M +$61.8M +20% 5.23% 190% 336 31.25%
KBFS
3224
Kohmann Bosshard Financial Services
Ohio
$372M +$51M +16% 4.44% 42.8% 106 7.55%
KCPG
3225
Kavar Capital Partners Group
Kansas
$371M +$23.4M +7% 5.74% 77.2% 162 18.52%