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
RMC
2476
Resources Management Corp
Connecticut
$684M +$11.1M +2% 469
AIA
2477
Arbor Investment Advisors
North Carolina
$683M +$43.7M +7% 113
PWPS
2478
Pinnacle Wealth Planning Services
Ohio
$683M +$46M +7% 537
RIM
2479
Rockbridge Investment Management
New York
$682M +$28.6M +4% 666
BAM
2480
Bell Asset Management
Australia
$682M +$26.6M +4% 64
MBTD
2481
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 196
MWA
2482
Monograph Wealth Advisors
California
$681M +$124M +22% 165
IWS
2483
Insight Wealth Strategies
California
$681M +$62M +10% 185
KWM
2484
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 289
CM
2485
CastleKnight Management
New York
$679M +$55.6M +9% 316
FMP
2486
Financial Management Professionals
Texas
$679M +$64.8M +11% 1,134
CNBT
2487
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 276
PIMC
2488
Praesidium Investment Management Company
New York
$678M -$132M -16% 15
OWA
2489
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 242
IDA
2490
Intelligence Driven Advisers
California
$677M +$57.9M +9% 109
GLR
2491
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 234
LG
2492
LaFleur & Godfrey
Michigan
$676M +$4.83M +0.7% 139
SCA
2493
Stillwater Capital Advisors
Pennsylvania
$675M +$51.6M +8% 71
KBG
2494
Kahn Brothers Group
New York
$674M +$39.6M +6% 56
FAM
2495
Flaharty Asset Management
Florida
$674M +$40.7M +6% 126
LCG
2496
Luxor Capital Group
New York
$674M +$62.2M +10% 39
AWP
2497
Ascent Wealth Partners
New York
$674M +$61.1M +10% 167
ACP
2498
Aviance Capital Partners
Florida
$673M +$206M +44% 323
UWPG
2499
Ullmann Wealth Partners Group
Florida
$673M +$59.9M +10% 116
HFS
2500
Heritage Financial Services
Massachusetts
$672M +$84.3M +14% 113