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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
TAWM
3501
Three Arch Wealth Management
California
$534M 2.54% 59
ISB
3502
Iowa State Bank
Iowa
$533M +$7.94M +2% 3.48% 76% 123 4.88%
EFL
3503
ERn Financial LLC
Wisconsin
$532M +$25.4M +5% 1.76% 55.9% 148 6.76%
UC
3504
Unio Capital
New Jersey
$532M +$112M +27% 8.09% 97.8% 25 16%
MAC
3505
Mason & Associates (California)
California
$531M +$34.8M +7% 2.51% 68.5% 167 26.35%
SP
3506
ShawSpring Partners
Massachusetts
$531M -$141M -21% 8.63% 3.53% 13 30.77%
SCM
3507
Steadview Capital Management
United Kingdom
$531M -$167M -24% 6.47% 930% 13 23.08%
ACM
3508
Arvin Capital Management
Texas
$531M -$22.8M -4% 5.86% 50 48%
LRWA
3509
Long Run Wealth Advisors
New York
$531M +$21.2M +4% 1.69% 50.5% 110 4.55%
NTCM
3510
Nut Tree Capital Management
New York
$531M +$97.2M +22% 10.2% 101% 10 40%
MAM
3511
Milestone Asset Management
Pennsylvania
$530M +$1.54M +0.3% 2.19% 56.1% 262 33.21%
HIS
3512
Harvest Investment Services
Illinois
$530M +$33M +7% 9.15% 282% 391 34.78%
FFA
3513
Founders Financial Alliance
North Carolina
$530M -$1.07M -0.2% 2.45% 84.9% 742 22.1%
SRC
3514
Sage Rhino Capital
California
$530M +$12.1M +2% 3% 86.8% 339 20.35%
LHC
3515
Lodge Hill Capital
New York
$529M -$30.5M -5% 0.2% 17.9% 27 44.44%
GWAG
3516
Garrett Wealth Advisory Group
Texas
$529M +$16M +3% 1.42% 66.1% 124 8.06%
LI
3517
Lafayette Investments
Maryland
$529M +$6.9M +1% 2.4% 77.9% 162 7.41%
RAM
3518
Rempart Asset Management
Canada
$529M -$11.6M -2% 3.65% 58.8% 35 0%
BCB
3519
Brian C. Broderick
$529M +$2.55M +0.5% 5.44% 98.6% 88 3.41%
LA
3520
Lynch & Associates
Indiana
$529M +$11.1M +2% 3.23% 62.9% 129 5.43%
GF
3521
Goodman Financial
Texas
$528M +$14.3M +3% 2.17% 52.5% 79 24.05%
WVUF
3522
West Virginia University Foundation
West Virginia
$528M +$148M +39% 2.3% 2 0%
RAA
3523
RWC Asset Advisors
Florida
$528M -$83M -14% 17.9% 268% 19 42.11%
AGWCA
3524
Annis Gardner Whiting Capital Advisors
Florida
$528M +$42.8M +9% 3.3% 85% 1,369 25.64%
PFA
3525
Pettinga Financial Advisors
Indiana
$527M +$14.4M +3% 4.15% 71.8% 151 11.26%