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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
3376
TRB Advisors
New York
$253M +$50.7M +25% 10.6% 64% 12 33.33%
TWA
3377
TCI Wealth Advisors
Arizona
$253M +$19.2M +8% 11.1% 65% 1,737 16.81%
PIM
3378
Progressive Investment Management
Oregon
$253M +$23.6M +10% 12.3% 126% 36 8.33%
RCP
3379
Rothschild Capital Partners
New York
$253M +$12.9M +5% 8.85% 90.8% 39 10.26%
NQWM
3380
Northwest Quadrant Wealth Management
Oregon
$252M +$15M +6% 5.24% 45.6% 60 13.33%
WKWM
3381
Walter & Keenan Wealth Management
Indiana
$252M +$5.74M +2% 7.23% 92% 146 5.48%
CBTWT
3382
Community Bank & Trust (Waco, Texas)
Texas
$252M +$13.1M +5% 8.9% 108% 125 6.4%
SB
3383
Sunflower Bank
Texas
$252M +$121K +0% 5.05% 42.7% 108 17.59%
RGIA
3384
Rainier Group Investment Advisory
Washington
$252M +$20.7M +9% 7.9% 41.4% 74 22.97%
AWMF
3385
Arbor Wealth Management (Florida)
Florida
$252M +$37.6M +18% 14.2% 101% 43 11.63%
FCM
3386
Firsthand Capital Management
California
$252M +$33.2M +15% 28.1% 265% 53 13.21%
CAM
3387
Capco Asset Management
Florida
$252M +$18.7M +8% 11.4% 46.1% 23 4.35%
JCM
3388
JD Capital Management
Connecticut
$252M +$74.8M +42% 8.92% 47.8% 23 30.43%
OWA
3389
Outlook Wealth Advisors
Texas
$252M +$15.6M +7% 6.92% 70% 178 15.73%
FSA
3390
Financial Sense Advisors
California
$251M -$28.8M -10% 5.39% 152% 114 33.33%
FA
3391
FMA Advisory
Pennsylvania
$251M +$28.4M +13% 6.72% 46.7% 164 9.15%
AIA
3392
Alera Investment Advisors
Illinois
$251M +$61.1M +32% 7.81% 28.9% 91 24.18%
SIC
3393
SFE Investment Counsel
California
$251M +$24.9M +11% 10.8% 105% 112 10.71%
WLRC
3394
W.L. Ross & Co
Texas
$251M +$29.4M +13% 18% 3 0%
PCTC
3395
Perkins Coie Trust Company
Washington
$250M +$7.41M +3% 9.41% 70.8% 302 18.21%
BAM
3396
Bayview Asset Management
Florida
$250M +$20M +9% 9.45% 55.4% 12 25%
HWA
3397
HHM Wealth Advisors
Tennessee
$250M +$10.8M +4% 7.75% 62.3% 551 10.71%
FIM
3398
Fruth Investment Management
Texas
$250M +$12.9M +5% 8.93% 71% 206 9.22%
CA
3399
Claar Advisors
New York
$250M -$3.6M -1% 9.38% 65.5% 35 20%
MC
3400
Matisse Capital
Oregon
$250M -$51.1M -17% 2.77% 66.9% 172 24.42%