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
RIA
2951
Realta Investment Advisors
Delaware
$511M +$25.5M +5% 834
TWM
2952
Thrive Wealth Management
Pennsylvania
$511M +$26.7M +6% 229
PAM
2953
Peak Asset Management
Colorado
$511M +$5.68M +1% 152
EAMA
2954
EFG Asset Management (Americas)
Florida
$510M +$182M +55% 139
BCM
2955
Bourgeon Capital Management
Connecticut
$510M -$842K -0.2% 117
CICC
2956
Capital Investment Counsel (Colorado)
Colorado
$510M +$43.2M +9% 142
BIA
2957
Bell Investment Advisors
California
$509M -$2.31M -0.5% 1,994
GIM
2958
Genesis Investment Management
United Kingdom
$509M +$29.4M +6% 17
Legacy Financial Group (Iowa)
2959
Legacy Financial Group (Iowa)
Iowa
$508M +$14.5M +3% 114
JJBC
2960
James J. Burns & Company
New York
$508M +$222M +78% 129
SCM
2961
Sandler Capital Management
New York
$508M -$313M -38% 163
HL
2962
HeadInvest LLC
Maine
$508M -$4.53M -0.9% 239
WAM
2963
Winslow Asset Management
Ohio
$508M -$23.4M -4% 81
RAM
2964
Rempart Asset Management
Canada
$507M -$13.1M -3% 42
PGA
2965
Pilgrim Global Advisors
Nevada
$507M +$52.9M +12% 5
4WM
2966
49 Wealth Management
Texas
$507M +$40.9M +9% 171
TWM
2967
Tolleson Wealth Management
Texas
$507M -$4.01M -0.8% 83
BCC
2968
Bain Capital Credit
Massachusetts
$507M -$12.4M -2% 7
NC
2969
NBW Capital
Massachusetts
$507M +$17.8M +4% 122
GWMR
2970
GC Wealth Management RIA
Massachusetts
$507M +$6.92M +1% 291
NGM
2971
North Growth Management
British Columbia, Canada
$506M -$17.6M -3% 48
CAWM
2972
Capital Advisors Wealth Management
Washington
$506M +$23.8M +5% 172
MPW
2973
MA Private Wealth
California
$506M +$12.3M +2% 75
ATI
2974
Act Two Investors
California
$505M +$7.29M +1% 53
IC
2975
Intel Corp
California
$505M -$260M -34% 6