We are live on ! Find out more

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 Avg Holding
Period (Yrs)
RC
3326
Rinet Company
Massachusetts
$146M +$27.6M +23% 4.14% 33.1% 21 0% 0.5
IWA
3327
Intercontinental Wealth Advisors
Texas
$146M – – 3.83% 46.7% 130 – 0
SIA
3328
Starfire Investment Advisers
Michigan
$146M +$8.83M +6% 4.68% 19.2% 136 10.29% 0.7
SGDR
3329
SPX Gestao de Recursos
Brazil
$146M +$62.1M +74% 10.3% 98.1% 28 64.29% 0.2
SRP
3330
Saddle Road Partners
Nebraska
$146M – – 4.51% – 136 – 0
EDRIA
3331
Edmonds Duncan Registered Investment Advisors
Kansas
$146M – – 2.87% 12.8% 96 – 0
WIP
3332
Wellesley Investment Partners
Massachusetts
$145M – – 3.01% 22.7% 85 – 0
GAM
3333
Garrison Asset Management
Arkansas
$145M +$8.23M +6% 6.17% 52.1% 90 7.78% 2
SPM
3334
Sycamore Partners Management
New York
$145M -$7.02M -5% 3.92% 31.8% 2 0% 1
CMP
3335
Courage Miller Partners
Virginia
$145M +$10.5M +8% 2.29% 40.3% 70 15.71% 1.7
Quadrant Capital Group
3336
Quadrant Capital Group
Ohio
$144M -$444K -0.3% 5.9% 105% 1,909 32.63% 0.3
EHWM
3337
Eads & Heald Wealth Management
Georgia
$144M +$4.22M +3% 6.94% 84.4% 144 15.97% 2.1
ABFS
3338
Appropriate Balance Financial Services
Washington
$144M – – 6.27% – 25 – 0
FAM
3339
Formidable Asset Management
Ohio
$144M -$5.42M -4% 6.48% 52.2% 650 20.15% 1.6
HPIA
3340
Hamilton Point Investment Advisors
North Carolina
$144M +$16.7M +13% 7.12% 79.3% 76 10.53% 1.5
VEPM
3341
Vista Equity Partners Management
California
$144M -$22.8M -14% 10.6% 3.45% 37 45.95% 0.6
SFS
3342
Shaker Financial Services
Virginia
$144M +$10.7M +8% 0.24% 12.9% 123 43.09% 0.8
BM
3343
Bislett Management
California
$144M +$1.47M +1% 2.53% 19.8% 26 7.69% 2
BOIA
3344
Bush ODonnell Investment Advisors
Missouri
$144M +$2.58M +2% 4.64% 45.9% 47 10.64% 2.1
AACA
3345
American Assets Capital Advisers
California
$144M -$3.39M -2% 3.78% 73.5% 37 21.62% 0.8
SRC
3346
Stone Run Capital
New York
$144M +$18.1M +14% 12.6% 77.8% 68 5.88% 2.2
IVMX
3347
Institutional Venture Management XIII
California
$144M +$6.22M +5% 8.52% – 7 14.29% 1.3
NCM
3348
Neumann Capital Management
California
$144M +$2.35M +2% 4.88% 89.9% 81 9.88% 0.9
SRSA
3349
S.R. Schill & Associates
Washington
$144M +$3.09M +2% 2.09% 36.7% 70 11.43% 0.8
WRTC
3350
Wind River Trust Company
Wyoming
$144M +$6.03M +4% 3.9% 62.1% 8 0% 2.2