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
2576
Regis Management Company
California
$561M -$48.1M -8% 65
LS
2577
Liquid Strategies
Georgia
$560M +$75.4M +16% 7
SFP
2578
Shepherd Financial Partners
Massachusetts
$560M -$15.8M -3% 173
SRCM
2579
Sage Rock Capital Management
New York
$560M -$112M -17% 365
MCM
2580
Mattern Capital Management
Colorado
$559M -$12.5M -2% 124
BEAM
2581
Baker Ellis Asset Management
Washington
$559M -$7.77M -1% 220
LF
2582
Lee Financial
Texas
$559M +$26.4M +5% 1,011
IF
2583
Intrua Financial
Texas
$559M -$10.1M -2% 411
KWM
2584
Kanen Wealth Management
Florida
$558M +$269M +93% 26
DIA
2585
Dean Investment Associates
Ohio
$558M -$9.93M -2% 238
TI
2586
Truxt Investmentos
Brazil
$557M +$185M +50% 14
RB
2587
Rodgers Brothers
Pennsylvania
$557M -$4.85M -0.9% 215
DSAM
2588
Dock Street Asset Management
Florida
$557M -$50.1M -8% 82
FAAM
2589
First Ascent Asset Management
Colorado
$556M +$31.4M +6% 41
BEP
2590
Bluescape Energy Partners
Texas
$556M -$72.4M -12% 3
FC
2591
FORA Capital
Florida
$555M +$297M +115% 671
TIS
2592
Tortoise Index Solutions
Kansas
$554M +$100M +22% 111
AWM
2593
Avitas Wealth Management
California
$554M -$42.1M -7% 222
IAIM
2594
International Assets Investment Management
Florida
$554M -$18.9M -3% 601
SCM
2595
SKBA Capital Management
California
$554M +$23M +4% 85
SCM
2596
SOL Capital Management
Maryland
$554M +$487K +0.1% 272
HCA
2597
Heck Capital Advisors
Wisconsin
$553M +$2.48M +0.5% 136
LSPW
2598
Lake Street Private Wealth
Illinois
$553M -$14.6M -3% 356
MIC
2599
Means Investment Company
Maine
$552M -$9.36M -2% 205
HCP
2600
Holt Capital Partners
Texas
$552M -$16.5M -3% 164