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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
SIAS
3301
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 13.4% 29% 734 11.72%
II
3302
Inspire Investing
Idaho
$215M +$66.6M +45% 14.7% 77.1% 323 33.13%
TI
3303
Think Investments
California
$215M +$47.6M +28% 27.3% 119% 12 41.67%
MFS
3304
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 9.06% 42.6% 40 5%
CA
3305
Continental Advisors
Utah
$215M -$112M -34% 14.3% 69% 104 21.15%
PCTC
3306
Perkins Coie Trust Company
Washington
$215M +$24M +13% 13.8% 70.8% 315 5.71%
RAM
3307
Roanoke Asset Management
New Jersey
$215M +$26M +14% 16.8% 50.3% 112 13.39%
SHJ
3308
Sharkey, Howes & Javer
Colorado
$214M +$60.9M +40% 11.5% 54.6% 237 12.24%
LCP
3309
Legacy Capital Partners
Wisconsin
$214M +$25.6M +14% 12.8% 85.6% 138 10.14%
TPA
3310
Trivium Point Advisory
Connecticut
$214M +$49.4M +30% 13.6% 86.7% 167 22.75%
PC
3311
Permit Capital
Pennsylvania
$214M +$46.5M +28% 18.4% 76% 27 0%
BBPWM
3312
Blue Bell Private Wealth Management
Pennsylvania
$214M +$24.1M +13% 13.7% 53.3% 217 10.6%
NQWM
3313
Northwest Quadrant Wealth Management
Oregon
$214M +$13.9M +7% 9.73% 36.7% 63 9.52%
TLCM
3314
Tiger Legatus Capital Management
New York
$214M +$37.5M +21% 10.7% 19.1% 19 68.42%
CG
3315
CFO4Life Group
Texas
$213M -$14M -6% 13.8% 43.4% 135 20.74%
TFCP
3316
Twin Focus Capital Partners
Massachusetts
$213M -$10.4M -5% 10.5% 92.5% 110 18.18%
RPA
3317
Rock Point Advisors
Vermont
$213M +$17.6M +9% 12.7% 64.6% 79 13.92%
PCM
3318
Punch Card Management
Florida
$212M +$51.1M +32% 1.84% 41% 5 60%
RFN
3319
RDA Financial Network
Iowa
$212M 11.3% 82.1% 222
WCM
3320
Windsor Capital Management
Arizona
$212M +$18.5M +10% 9.95% 46.1% 118 5.08%
JWM
3321
Janiczek Wealth Management
Colorado
$212M +$14.8M +7% 10% 16.4% 194 22.16%
KBFS
3322
Kohmann Bosshard Financial Services
Ohio
$212M +$27M +15% 9.21% 42.8% 104 7.69%
VM
3323
VPR Management
Texas
$211M +$24.9M +13% 11.4% 60.8% 19 0%
BA
3324
BCM Advisors
Louisiana
$211M +$14.5M +7% 8.59% 59.3% 39 10.26%
BWM
3325
Buckley Wealth Management
Nevada
$211M +$17.2M +9% 12% 79.6% 150 11.33%