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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
RK
3326
Rather & Kittrell
Tennessee
$461M +$35.6M +8% 1.04% 36.9% 87 9.2%
CBB
3327
Citizens Business Bank
California
$461M -$73.9M -14% 2.88% 84.4% 108 11.11%
TC
3328
Truvestments Capital
Florida
$461M +$71.9M +19% 2.95% 86.7% 1,180 26.19%
SCM
3329
Steadview Capital Management
United Kingdom
$460M -$23.2M -5% 0.61% 696% 10 10%
WRPWM
3330
Werba Rubin Papier Wealth Management
California
$460M +$35.9M +8% 1.61% 67% 212 17.45%
AMG
3331
Advisors Management Group
Wisconsin
$460M +$37M +9% 2.52% 68.9% 156 5.77%
KFI
3332
Key Financial Inc
Pennsylvania
$460M +$19.6M +4% 0.95% 55.5% 1,417 4.94%
FFG
3333
Fiduciary Financial Group
California
$459M -$265K -0.1% 0.1% 323 26.93%
FIG
3334
Fortress Investment Group
New York
$459M -$170M -27% 12.4% 83% 47 70.21%
LFS
3335
Legacy Financial Strategies
Kansas
$459M -$5.73M -1% 2.69% 67.1% 127 12.6%
VPP
3336
Vertex Planning Partners
Illinois
$458M +$4.89M +1% 1.66% 42.5% 196 15.82%
MFGM
3337
Marshall Financial Group (Maryland)
Maryland
$458M +$44.9M +11% 2.22% 63.5% 241 13.28%
TC
3338
Towle & Co
Colorado
$458M -$124M -21% 11.8% 113% 56 17.86%
SW
3339
SkyOak Wealth
Michigan
$457M -$10.9M -2% 2.27% 73.4% 280 21.43%
CA
3340
Cambridge Advisors
Nebraska
$457M +$8.55M +2% 0.3% 52.9% 178 7.3%
SF
3341
Safeguard Financial
Wisconsin
$456M -$3.72M -0.8% 3.57% 21.9% 117 12.82%
AIM
3342
Alpine Investment Management
Hong Kong
$456M +$102M +29% 9.28% 37.4% 17 58.82%
CPA
3343
Capital Performance Advisors
California
$456M +$143M +46% 1.88% 61.5% 287 50.17%
HA
3344
Herold Advisors
New York
$455M -$3.53M -0.8% 0.31% 79.7% 291 8.59%
CCT
3345
Chemung Canal Trust
New York
$455M -$24.6M -5% 0.13% 80.9% 126 4.76%
BSWM
3346
Boston Standard Wealth Management
Massachusetts
$455M -$59.7M -12% 1.49% 42.9% 49 8.16%
GS
3347
Gagnon Securities
New York
$455M -$41.8M -8% 8.61% 89.9% 99 9.09%
DW30
3348
Drucker Wealth 3.0
New Jersey
$454M +$20.9M +5% 0.11% 161 14.91%
CAM
3349
Covenant Asset Management
New Jersey
$454M -$198M -30% 6.62% 158% 177 10.17%
PIA
3350
Pinion Investment Advisors
Kansas
$454M +$202M +81% 2.84% 61.8% 165 15.15%