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
IWS
2501
Insight Wealth Strategies
California
$619M +$101M +20% 155
NRA
2502
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 51
IDA
2503
Intelligence Driven Advisers
California
$619M +$55.6M +10% 105
HIC
2504
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 112
TIP
2505
Torray Investment Partners
Maryland
$618M +$51.1M +9% 97
AAM
2506
Auxier Asset Management
Oregon
$618M +$32M +5% 174
WC
2507
Waterloo Capital
Texas
$618M +$277M +81% 397
SFC
2508
SYM Financial Corp
Indiana
$618M +$54.3M +10% 207
SJIC
2509
St. James Investment Company
Texas
$617M -$39.4M -6% 27
VCM
2510
Violich Capital Management
California
$616M +$29.9M +5% 107
AI
2511
Arvest Investments
Arkansas
$616M 154
OCG
2512
Opus Capital Group
Ohio
$615M +$51.4M +9% 124
CC
2513
Covalis Capital
United Kingdom
$615M +$49.6M +9% 79
RIA
2514
RPG Investment Advisory
California
$614M +$70.3M +13% 87
FMP
2515
Financial Management Professionals
Texas
$614M +$45M +8% 1,094
MAM
2516
Mark Asset Management
New York
$614M +$84.2M +16% 56
SWA
2517
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 196
IFWM
2518
Institute for Wealth Management
Colorado
$613M +$64.9M +12% 491
UWPG
2519
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 105
HCA
2520
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 208
AWP
2521
Ascent Wealth Partners
New York
$612M +$69.5M +13% 165
CWP
2522
Curated Wealth Partners
California
$612M +$63.3M +12% 148
ECM
2523
Estabrook Capital Management
New York
$612M +$44.2M +8% 377
LCG
2524
Luxor Capital Group
New York
$611M -$311M -34% 41
CIC
2525
Cornercap Investment Counsel
Georgia
$611M +$61.5M +11% 675