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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
KSWA
5051
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 0.22% 66% 248 16.13%
PHAM
5052
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 0.92% 66.8% 100 12%
T
5053
Tidemark
California
$217M +$38.2M +21% 1.99% 732 20.36%
HIM
5054
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 0.67% 33.2% 117 29.91%
DWA
5055
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 1.48% 66.1% 293 70.31%
AWC
5056
Abundance Wealth Counselors
Pennsylvania
$217M -$217M -50% 2.95% 94.7% 150 60.67%
AIM
5057
Astor Investment Management
Illinois
$217M -$34.5M -14% 0.84% 23.3% 38 42.11%
MAM
5058
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 5.31% 53 22.64%
OGF
5059
Orin Green Financial
California
$217M +$4.34M +2% 1.93% 53.3% 77 90.91%
WFG
5060
Wills Financial Group
Virginia
$217M +$4.82M +2% 1.96% 57.5% 66 9.09%
BCA
5061
Bernzott Capital Advisors
California
$217M -$35.5M -14% 5.66% 46.6% 40 15%
MM
5062
Monolith Management
Hong Kong
$217M -$35.1M -14% 12.7% 17 58.82%
BAM
5063
BOS Asset Management
Illinois
$217M +$26.5M +14% 2.83% 67.8% 166 15.06%
OAP
5064
One Advisory Partners
Kansas
$217M +$13.4M +7% 2.55% 54.2% 46 8.7%
CH
5065
CVS Health
Rhode Island
$217M +$5.07M +2% 2.45% 48.7% 6 0%
AIM
5066
Ausbil Investment Management
Australia
$217M +$17.1M +9% 3.73% 120% 72 38.89%
AIA
5067
Armor Investment Advisors
North Carolina
$217M +$8.74M +4% 1.26% 56.6% 168 8.93%
RWP
5068
Reliant Wealth Planning
Kentucky
$217M +$7.7M +4% 0.65% 39.4% 24 12.5%
VSI
5069
Verde Servicos Internacionais
Brazil
$217M -$51.9M -19% 7.45% 120% 38 52.63%
SI
5070
SimpliFi Inc
California
$217M -$2.13M -1% 0.85% 26.7% 41 7.32%
HIM
5071
Harbour Investment Management
Washington
$216M +$3.37M +2% 2.91% 58.8% 89 3.37%
RA
5072
Ruggaard & Associates
Ohio
$216M +$5.93M +3% 0.97% 47.6% 123 12.2%
SAMC
5073
Spectrum Asset Management (California)
California
$216M -$17M -7% 0.81% 62.9% 112 25%
BIG
5074
Boothe Investment Group
Delaware
$216M +$17.6M +9% 0.85% 59.8% 44 25%
GRIM
5075
Greenhaven Road Investment Management
Connecticut
$216M -$20.3M -9% 1.06% 70.2% 20 15%