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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
RP
3576
Rice Partnership
Hawaii
$347M -$4.84M -1% 2.85% 123% 156 23.08%
RWP
3577
Revolve Wealth Partners
New Jersey
$347M -$960K -0.3% 4.93% 60.3% 160 12.5%
CCT
3578
Capital City Trust
Florida
$346M -$5.81M -2% 0.11% 86.1% 123 4.07%
CWM
3579
Concentric Wealth Management
California
$346M -$8.59M -2% 1.82% 33.4% 131 5.34%
CAN
3580
Claraphi Advisory Network
United States
$346M +$59M +21% 1.24% 88.3% 350 36.86%
SFA
3581
Souders Financial Advisors
Ohio
$346M -$2.41M -0.7% 4.52% 54.9% 153 18.3%
AFIA
3582
America First Investment Advisors
Nebraska
$346M -$8.16M -2% 4.63% 78.2% 76 3.95%
ME
3583
McIlrath & Eck
Washington
$346M -$24.2M -7% 5.06% 44% 861 7.78%
AO
3584
Advisor OS
Illinois
$345M -$145M -30% 3.39% 61.2% 254 28.35%
MIM
3585
Monashee Investment Management
Massachusetts
$345M -$59.3M -15% 5.98% 520% 63 71.43%
BFC
3586
Blue Fin Capital
Rhode Island
$345M -$16.1M -4% 4.83% 125% 137 6.57%
DI
3587
Diligent Investors
California
$345M -$13M -4% 3.66% 71.9% 290 12.41%
WGRM
3588
Waterton Global Resource Management
Ontario, Canada
$344M +$26.5M +8% 8.28% 21% 1 0%
BRM
3589
Boston Research & Management
Massachusetts
$344M -$21.8M -6% 2.66% 53.7% 117 9.4%
BEI
3590
Benjamin Edwards Inc
Missouri
$344M +$35.2M +11% 2.04% 66.5% 778 19.02%
MC
3591
Mount Capital
United Kingdom
$344M -$17.8M -5% 6.24% 34.4% 45 35.56%
DMC
3592
Drexel Morgan & Co
Pennsylvania
$344M -$1.9M -0.6% 3.31% 50.1% 49 12.24%
YCMGA
3593
York Capital Management Global Advisors
New York
$343M -$105M -23% 116% 74.1% 9 55.56%
MLM
3594
Mount Lucas Management
Pennsylvania
$343M -$6.61M -2% 2.2% 109% 139 27.34%
FAM
3595
Fulcrum Asset Management
United Kingdom
$343M +$138M +68% 2.56% 225 0%
SCA
3596
Stokes Capital Advisors
South Carolina
$343M +$7.09M +2% 1.53% 54.5% 96 17.71%
BS
3597
Bessemer Securities
New York
$343M -$26.6M -7% 5.4% 45% 126 7.14%
SCM
3598
Stanley Capital Management
Texas
$343M +$26.4M +8% 2.18% 158% 42 4.76%
GWM
3599
GSB Wealth Management
Connecticut
$343M -$5.5M -2% 1.94% 61.8% 232 10.78%
NWM
3600
Northcape Wealth Management
New York
$343M +$46M +16% 1.14% 66% 156 20.51%