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
RC
2601
RBO & Co
California
$583M +$32.4M +6% 57
TFA
2602
Teamwork Financial Advisors
Texas
$583M -$29.8M -5% 224
SLT
2603
St Louis Trust
Missouri
$581M +$49.9M +9% 108
NG
2604
Norden Group
Utah
$581M +$277M +91% 304
TCOT
2605
Trust Company of Toledo
Ohio
$581M +$72M +14% 224
1SP
2606
140 Summer Partners
New York
$580M +$67.8M +13% 14
AF
2607
Atlas FRM
Connecticut
$580M -$25.1M -4% 12
MFWP
2608
Mosaic Family Wealth Partners
Missouri
$580M +$80.7M +16% 200
GIM
2609
Greylin Investment Management
Virginia
$578M +$21.8M +4% 76
MFT
2610
Moisand Fitzgerald Tamayo
Florida
$578M +$104M +22% 831
SFBLI
2611
Southern Farm Bureau Life Insurance
Mississippi
$578M +$13.5M +2% 15
PCS
2612
Personal CFO Solutions
New Jersey
$578M +$71.6M +14% 553
BCC
2613
Bain Capital Credit
Massachusetts
$577M -$37.7M -6% 9
PSC
2614
Portman Square Capital
United Kingdom
$577M -$149M -21% 202
LIA
2615
LS Investment Advisors
Michigan
$577M +$44.7M +8% 134
PAG
2616
Private Advisory Group
Washington
$576M +$70.1M +14% 240
DBG
2617
De Burlo Group
Massachusetts
$576M $0 0% 81
KFGK
2618
Keystone Financial Group (Kentucky)
Kentucky
$575M -$21.9M -4% 319
FCM
2619
Freshford Capital Management
New York
$575M -$26.9M -4% 23
SC
2620
Slow Capital
California
$575M +$30.1M +6% 127
HWA
2621
HHM Wealth Advisors
Tennessee
$574M +$62.4M +12% 831
M
2622
Murchinson
Ontario, Canada
$574M -$83.7M -13% 71
MC
2623
Montag & Caldwell
Georgia
$573M -$206M -26% 89
FWP
2624
Falcon Wealth Planning
California
$572M +$111M +24% 134
UFF
2625
USA Financial Formulas
Michigan
$572M +$505M +754% 570