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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
TA
3326
TRB Advisors
New York
$253M +$50.7M +25% 10.6% 42.3% 12 33.33%
TWA
3327
TCI Wealth Advisors
Arizona
$253M +$19.2M +8% 11.1% 65% 1,737 16.75%
PIM
3328
Progressive Investment Management
Oregon
$253M +$23.6M +10% 12.3% 86.3% 36 8.33%
RCP
3329
Rothschild Capital Partners
New York
$253M +$12.9M +5% 8.85% 81.8% 39 10.26%
NQWM
3330
Northwest Quadrant Wealth Management
Oregon
$252M +$15M +6% 5.24% 36.7% 60 13.33%
WKWM
3331
Walter & Keenan Wealth Management
Indiana
$252M +$5.74M +2% 7.23% 79.9% 146 5.48%
CBTWT
3332
Community Bank & Trust (Waco, Texas)
Texas
$252M +$13.1M +5% 8.9% 76.6% 125 6.4%
SB
3333
Sunflower Bank
Texas
$252M +$121K +0% 5.05% 42.7% 108 17.59%
RGIA
3334
Rainier Group Investment Advisory
Washington
$252M +$20.7M +9% 7.9% 41.4% 74 22.97%
AWM
3335
Arbor Wealth Management
Florida
$252M +$37.6M +18% 14.2% 101% 43 11.63%
FCM
3336
Firsthand Capital Management
California
$252M +$33.2M +15% 28.1% 154% 53 13.21%
CAM
3337
Capco Asset Management
Florida
$252M +$18.7M +8% 11.4% 46.7% 23 4.35%
JCM
3338
JD Capital Management
Connecticut
$252M +$74.8M +42% 8.92% 47.8% 23 30.43%
OWA
3339
Outlook Wealth Advisors
Texas
$252M +$15.6M +7% 6.92% 54.9% 178 15.73%
FSA
3340
Financial Sense Advisors
California
$251M -$28.8M -10% 5.39% 149% 114 33.33%
FA
3341
FMA Advisory
Pennsylvania
$251M +$28.4M +13% 6.72% 46.7% 164 9.15%
AIA
3342
Alera Investment Advisors
Illinois
$251M +$61.1M +32% 7.81% 28.9% 91 24.18%
SIC
3343
SFE Investment Counsel
California
$251M +$24.9M +11% 10.8% 78.2% 112 10.71%
WLRC
3344
W.L. Ross & Co
Texas
$251M +$29.4M +13% 18% 3 0%
PCTC
3345
Perkins Coie Trust Company
Washington
$250M +$7.41M +3% 9.41% 70.8% 302 18.21%
BAM
3346
Bayview Asset Management
Florida
$250M +$20M +9% 9.45% 57.6% 12 25%
HWA
3347
HHM Wealth Advisors
Tennessee
$250M +$10.8M +4% 7.75% 62.3% 551 10.71%
FIM
3348
Fruth Investment Management
Texas
$250M +$12.9M +5% 8.93% 71% 206 9.22%
CA
3349
Claar Advisors
New York
$250M -$3.6M -1% 9.38% 63% 35 20%
MC
3350
Matisse Capital
Oregon
$250M -$51.1M -17% 2.77% 52.1% 172 24.42%