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
NWP
3201
Northstar Wealth Partners
Connecticut
$239M +$42.7M +22% 186
MFG
3202
MidWestOne Financial Group
Iowa
$239M -$32.7M -12% 206
ICM
3203
Ionic Capital Management
New York
$239M +$154M +179% 211
SPA
3204
Sentinel Pension Advisors
Massachusetts
$239M +$33.8M +16% 72
HWA
3205
HHM Wealth Advisors
Tennessee
$239M +$34.5M +17% 542
LC
3206
Lincoln Capital
Nebraska
$239M +$40.9M +21% 81
CBTWT
3207
Community Bank & Trust (Waco, Texas)
Texas
$239M +$39.2M +20% 124
HJIM
3208
Henry James International Management
New York
$239M +$44.2M +23% 134
KIP
3209
Kayak Investment Partners
California
$239M +$13.1M +6% 26
CCM
3210
Compton Capital Management
Rhode Island
$239M +$35.7M +18% 133
RTM
3211
Rizvi Traverse Management
Florida
$239M +$120M +102% 2
BA
3212
BCM Advisors
Louisiana
$239M +$30.8M +15% 50
VCM
3213
Voleon Capital Management
California
$239M 10
SAG
3214
Spotlight Asset Group
Illinois
$238M +$50.6M +27% 153
TCPWM
3215
Traverso Chambers Private Wealth Management
California
$238M +$26.1M +12% 104
ACM
3216
Argyle Capital Management
Pennsylvania
$238M +$26.7M +13% 124
FPIS
3217
Financial Planning & Information Services
Wisconsin
$238M +$46M +24% 51
TL
3218
TrueWealth LLC
Georgia
$238M +$32.6M +16% 804
SIP
3219
Stoneridge Investment Partners
Pennsylvania
$238M +$15.2M +7% 140
KM
3220
Kalos Management
Georgia
$237M +$13.1M +6% 234
NQWM
3221
Northwest Quadrant Wealth Management
Oregon
$237M +$16.7M +8% 58
LFA
3222
Lighthouse Financial Advisors
Maryland
$237M +$73.1M +45% 105
FIM
3223
Fruth Investment Management
Texas
$237M +$41.8M +21% 199
RIS
3224
Retirement Income Solutions
Michigan
$237M +$58.7M +33% 84
FIG
3225
FundX Investment Group
California
$237M -$35.3M -13% 45