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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
RRA
3476
Round Rock Advisors
Connecticut
$411M -$6.73M -2% 3% 87.4% 193 8.29%
ETS
3477
ESL Trust Services
New York
$411M +$28.6M +7% 0.46% 53.9% 270 55.19%
EDRIA
3478
Edmonds Duncan Registered Investment Advisors
Kansas
$410M +$11.7M +3% 0.41% 12.8% 142 11.97%
RA
3479
Riversedge Advisors
Delaware
$410M +$4.41M +1% 1.83% 60.4% 95 10.53%
IP
3480
Ignite Planners
California
$410M +$52.9M +15% 4.38% 73.8% 308 14.29%
LA
3481
LexAurum Advisors
Kansas
$410M +$12M +3% 1.62% 319 11.6%
VS
3482
VK Services
California
$410M -$139M -25% 1.96% 1,605% 7 0%
MWM
3483
MinichMacGregor Wealth Management
New York
$410M +$17.8M +5% 3.93% 119% 114 18.42%
ACM
3484
Alight Capital Management
New York
$409M +$94.3M +30% 8.12% 466% 77 50.65%
MSA
3485
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 1.09% 63.6% 171 4.68%
PPC
3486
Park Presidio Capital
California
$409M -$30.5M -7% 2.48% 94.1% 11 18.18%
WCM
3487
Wildcat Capital Management
New York
$409M +$133M +48% 14.9% 126% 20 40%
KC
3488
Keenan Capital
California
$408M +$18M +5% 5.23% 110% 10 20%
ODG
3489
O'Dell Group
Ohio
$408M $0 0% 1.42% 72.2% 90 0%
SHFA
3490
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 1.32% 60.1% 147 4.76%
AA
3491
Ashford Advisors
New York
$407M +$11.2M +3% 3.18% 66.5% 15 0%
CLC
3492
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 3.19% 4.44% 8 50%
PWM
3493
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 1.08% 67.7% 188 7.98%
CWM
3494
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 0.57% 48.8% 317 9.15%
FCA
3495
FLC Capital Advisors
California
$406M +$10.6M +3% 2.31% 59.3% 173 8.09%
JSC
3496
Jackson Square Capital
California
$406M +$18M +5% 10.9% 416% 149 23.49%
MF
3497
Manchester Financial
California
$406M +$22.9M +6% 2.34% 67.5% 115 21.74%
CWM
3498
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 3.76% 76.6% 51 17.65%
NQWM
3499
Northwest Quadrant Wealth Management
Oregon
$406M -$2.15M -0.5% 0.47% 45.6% 66 9.09%
GG
3500
GenWealth Group
New Jersey
$406M +$9.27M +2% 2.32% 67.8% 68 8.82%