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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
RW
2151
RVW Wealth
California
$800M +$34M +4% 5.09% 59.3% 110 8.18%
AP
2152
Archon Partners
New Jersey
$799M +$83.9M +12% 9.48% 88.8% 60 16.67%
TCBWMS
2153
Texas Capital Bank Wealth Management Services
Texas
$799M +$98M +14% 8.52% 68.2% 146 15.07%
GGPE
2154
Golden Gate Private Equity
California
$798M +$592M +288% 5.95% 8.72% 15 13.33%
WAS
2155
Wesleyan Assurance Society
United Kingdom
$798M +$45.4M +6% 7.07% 102% 95 5.26%
PIMJS
2156
PKO Investment Management Joint-Stock
Poland
$798M +$175M +28% 9.23% 125% 99 10.1%
LWMT
2157
Legacy Wealth Management (Tennessee)
Tennessee
$797M +$48.4M +6% 7.44% 46.9% 17 17.65%
OWM
2158
Orgel Wealth Management
Wisconsin
$797M +$90.8M +13% 4.14% 36.6% 59 6.78%
CIAS
2159
Capital Investment Advisory Services
North Carolina
$796M +$87.4M +12% 6.36% 69.3% 805 12.92%
Koshinski Asset Management
2160
Koshinski Asset Management
Illinois
$795M -$149M -16% 6.02% 76.5% 648 24.85%
MAM
2161
Montanaro Asset Management
United Kingdom
$795M +$116M +17% 10.9% 37.4% 54 22.22%
AI
2162
Atom Investors
Texas
$795M +$197M +33% 6.56% 63.4% 371 71.97%
UM
2163
Ulysses Management
New York
$795M -$142M -15% 8.11% 48.7% 88 48.86%
OCM
2164
Olstein Capital Management
New York
$794M +$78.8M +11% 3.95% 16.6% 107 6.54%
PP
2165
Prospector Partners
Connecticut
$794M +$12.4M +2% 5.25% 53.6% 121 9.92%
PFC
2166
Phocas Financial Corp
California
$794M +$35.7M +5% 7.93% 124% 230 19.57%
RWM
2167
RKL Wealth Management
Pennsylvania
$794M +$47.5M +6% 6.15% 54.1% 136 9.56%
WAM
2168
Weatherly Asset Management
California
$793M +$72.3M +10% 9.22% 108% 201 5.97%
HR
2169
Howe & Rusling
New York
$793M +$56.7M +8% 6.37% 66.1% 1,056 18.28%
JMFC
2170
J.M. Forbes & Co
Massachusetts
$793M +$75.3M +10% 8.26% 95.1% 120 11.67%
NCM
2171
Narwhal Capital Management
Georgia
$792M +$52.9M +7% 8.36% 93.8% 175 12%
LRPA
2172
L. Roy Papp & Associates
Arizona
$792M +$95.2M +14% 8.28% 64.3% 178 9.55%
HIC
2173
Hartline Investment Corp
Illinois
$792M +$134M +20% 16.9% 151% 130 11.54%
GM
2174
GeoWealth Management
Illinois
$791M +$150M +23% 5.33% 42.4% 282 31.56%
JWM
2175
Jackson Wealth Management
Florida
$790M +$123M +18% 8.27% 64% 135 20.74%