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
RWA
3051
RGT Wealth Advisors
Texas
$178M +$16.1M +10% 137
CRCM
3052
Cat Rock Capital Management
Connecticut
$177M -$4.87M -3% 9
BCCM
3053
Bridge Creek Capital Management
Massachusetts
$177M +$3.9M +2% 82
OCM
3054
Oakview Capital Management
Texas
$177M 47
IFB
3055
iAB Financial Bank
Indiana
$177M +$8.01M +5% 130
KLI
3056
Kelman-Lazarov Inc
Tennessee
$177M +$877K +0.5% 413
FAM
3057
Foresters Asset Management
Ontario, Canada
$177M -$17.3M -9% 88
KC
3058
Kellner Capital
New York
$177M +$30.5M +21% 64
BA
3059
Birinyi Associates
Connecticut
$177M -$8.38M -5% 101
EM
3060
Endicott Management
New York
$177M -$36.3M -17% 47
AWM
3061
Affinity Wealth Management
Delaware
$177M +$23M +15% 73
HFBOT
3062
Home Federal Bank of Tennessee
Tennessee
$177M +$6.22M +4% 62
HI
3063
Hudock Inc
Pennsylvania
$177M +$173K +0.1% 628
GWA
3064
Guidant Wealth Advisors
Illinois
$176M +$14M +9% 221
MA
3065
Minerva Advisors
Pennsylvania
$176M +$16.5M +10% 71
BRM
3066
Boston Research & Management
Massachusetts
$176M +$2.67M +2% 96
LFR
3067
Lehman Financial Resources
Pennsylvania
$175M +$2.5M +1% 64
KFM
3068
KG Funds Management
New York
$175M +$67.7M +63% 7
PCM
3069
Pointe Capital Management
Michigan
$175M +$37.7M +27% 263
SIA
3070
Starfire Investment Advisers
Michigan
$175M +$6M +4% 157
VCM
3071
Versant Capital Management
Arizona
$175M -$405K -0.2% 1,646
MGB
3072
Mass General Brigham
Massachusetts
$175M -$54M -24% 1
NI
3073
Nepsis Inc
Minnesota
$175M -$9.02M -5% 41
CM
3074
Cornerstone Management
Georgia
$174M +$2.66M +2% 45
TFO
3075
Tarbox Family Office
California
$174M +$19M +12% 591