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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
TIAM2
5276
Tru Independence Asset Management 2
Oregon
$126M +$7.72M +7% 6.1% 458 80.79%
IWMWV
5277
Ironwood Wealth Management (West Virginia)
West Virginia
$126M +$15.4M +14% 6.43% 35.2% 34 23.53%
QC
5278
Quantedge Capital
Singapore
$126M -$42.8M -25% 15.1% 101% 109 20.18%
BOM
5279
Bank of Marin
California
$126M +$7.54M +6% 4.97% 67.1% 132 6.06%
CWM
5280
Capital Wealth Management
Rhode Island
$126M +$10.3M +9% 6.23% 46.7% 33 0%
RFMS
5281
RWQ Financial Management Services
Florida
$126M -$976K -0.8% 9.32% 415% 41 31.71%
AWM
5282
Aberdeen Wealth Management
Illinois
$126M -$6.73M -5% 8.4% 56.7% 163 10.43%
RRA
5283
Round Rock Advisors
Connecticut
$126M +$16.6M +15% 6.87% 62.6% 69 23.19%
CWM
5284
Chicago Wealth Management
Illinois
$126M +$17.7M +16% 7.93% 110% 43 44.19%
GA
5285
Greenspring Associates
Maryland
$126M +$48.7M +63% 0.66% 13 84.62%
KLC
5286
Knowledge Leaders Capital
Colorado
$126M +$10.6M +9% 9.31% 51.6% 141 41.84%
HP
5287
HealthInvest Partners
Sweden
$126M -$25.4M -17% 3.77% 20 40%
FSCP
5288
Franklin Street Capital Partners
New York
$126M +$22.1M +21% 7.4% 56 71.43%
SIS
5289
SVB Investment Services
Utah
$126M -$3.26M -3% 4.27% 63 42.86%
HWM
5290
HighMark Wealth Management
Minnesota
$125M +$9.03M +8% 6.81% 84.2% 526 21.86%
GWA
5291
GGM Wealth Advisors
Maryland
$125M +$24M +24% 4.96% 25.9% 87 20.69%
SA
5292
Sunesis Advisors
Kansas
$125M +$1.52M +1% 2.38% 32 3.13%
OFG
5293
OTA Financial Group
New York
$125M -$26.1M -17% 29.8% 320% 98 79.59%
RDFA
5294
Ritter Daniher Financial Advisory
Ohio
$125M +$9.88M +9% 7.4% 56.7% 204 11.27%
CFG
5295
CNO Financial Group
Indiana
$125M +$13.5M +12% 0.68% 12 8.33%
SCA
5296
St. Clair Advisors
Ohio
$125M +$19.1M +18% 7.66% 64% 46 17.39%
WEO
5297
William E. Oberndorf
$125M -$98.4M -44% 10.6% 38.4% 8 12.5%
TCB
5298
Texas Capital Bancshares
Texas
$124M +$49.7M +67% 7.74% 175% 76 40.79%
RB
5299
Renasant Bank
Mississippi
$124M +$2.24M +2% 6.44% 53.8% 204 20.59%
YEPV
5300
Yorktown Energy Partners VIII
New York
$124M +$40.9M +49% 71% 15.2% 2 0%