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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
MF
3326
Manchester Financial
California
$345M -$24.2M -7% 2.88% 67.5% 105 16.19%
HWM
3327
Hohimer Wealth Management
Washington
$345M +$31.9M +10% 6.15% 85.5% 211 25.12%
GDP
3328
Great Diamond Partners
Maine
$345M +$20.5M +6% 5.78% 78.6% 231 16.02%
GF
3329
Goodman Financial
Texas
$344M +$27.3M +9% 6.2% 52.5% 54 20.37%
WP
3330
Waycross Partners
Kentucky
$344M +$68.4M +25% 12.3% 78.9% 96 22.92%
CJL
3331
Cyrus J. Lawrence
New York
$344M +$8.66M +3% 6.77% 211 28.91%
SCM
3332
Shah Capital Management
North Carolina
$344M -$77.3M -18% 5.74% 225% 17 17.65%
RA
3333
Riversedge Advisors
Delaware
$343M +$34.7M +11% 5.91% 60.4% 76 21.05%
FPB
3334
First PREMIER Bank
South Dakota
$343M +$13M +4% 2.71% 54.4% 421 11.16%
SRC
3335
Sage Rhino Capital
California
$343M +$28.4M +9% 6.4% 71.6% 230 12.61%
OSNBOA
3336
Old Second National Bank of Aurora
Illinois
$343M +$4.68M +1% 6.42% 89.5% 389 7.71%
ICM
3337
Ionic Capital Management
New York
$343M -$79.4M -19% 13.1% 103% 431 42.69%
RIS
3338
Retirement Income Solutions
Michigan
$343M +$28.1M +9% 6.34% 53.7% 143 21.68%
DACS
3339
Dymon Asia Capital (Singapore)
Singapore
$343M -$14.9M -4% 4.87% 268% 155 82.58%
BCA
3340
Bray Capital Advisors
Florida
$343M +$20.4M +6% 8.33% 36.6% 272 4.04%
BCMLT
3341
Beacon Capital Management LLC (Tennessee)
Tennessee
$342M +$48M +16% 7.21% 72% 1,027 10.91%
FFA
3342
Farther Finance Advisors
California
$342M +$83.7M +32% 5.27% 74.1% 2,456 15.35%
MWM
3343
Mascoma Wealth Management
New Hampshire
$342M +$26.6M +8% 4.14% 40% 636 7.86%
IVMX
3344
Institutional Venture Management XV
California
$342M +$33M +11% 23.7% 36.3% 6 0%
BFIC
3345
Bedell Frazier Investment Counselling
California
$342M -$40.5M -11% 5.66% 72.5% 104 15.38%
CWS
3346
Cypress Wealth Services
California
$341M +$30.3M +10% 7.46% 71.8% 260 14.62%
KAH
3347
Kathryn A. Hall
$341M +$98M +40% 5.92% 95.2% 59 18.64%
OAM
3348
Origin Asset Management
United Kingdom
$341M -$670K -0.2% 7.76% 59.3% 34 61.76%
CRG
3349
Cornerstone Retirement Group
Nevada
$341M +$7.27M +2% 4.41% 21 42.86%
TFA
3350
Tobias Financial Advisors
Florida
$341M +$36.5M +12% 5.2% 35.5% 90 14.44%