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
TCPWM
3226
Traverso Chambers Private Wealth Management
California
$238M +$26.1M +12% 104
ACM
3227
Argyle Capital Management
Pennsylvania
$238M +$26.7M +13% 124
FPIS
3228
Financial Planning & Information Services
Wisconsin
$238M +$46M +24% 51
TL
3229
TrueWealth LLC
Georgia
$238M +$32.6M +16% 804
SIP
3230
Stoneridge Investment Partners
Pennsylvania
$238M +$15.2M +7% 140
KM
3231
Kalos Management
Georgia
$237M +$13.1M +6% 234
NQWM
3232
Northwest Quadrant Wealth Management
Oregon
$237M +$16.7M +8% 58
LFA
3233
Lighthouse Financial Advisors
Maryland
$237M +$73.1M +45% 105
FIM
3234
Fruth Investment Management
Texas
$237M +$41.8M +21% 199
RIS
3235
Retirement Income Solutions
Michigan
$237M +$58.7M +33% 84
FIG
3236
FundX Investment Group
California
$237M -$35.3M -13% 45
MCPPUI
3237
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$237M +$30.9M +15% 27
SIM
3238
Stratos Investment Management
Ohio
$237M +$48.7M +26% 110
CBN
3239
Cadence Bank NA
Texas
$236M +$40.3M +21% 180
BFM
3240
Blacksheep Fund Management
Ireland
$236M +$33.7M +17% 7
PCA
3241
PL Capital Advisors
Florida
$236M +$23.5M +11% 43
OWA
3242
Outlook Wealth Advisors
Texas
$236M +$58.8M +33% 184
WPC
3243
White Pine Capital
Minnesota
$236M +$38.9M +20% 222
LCM
3244
Lionstone Capital Management
New York
$236M +$80.5M +52% 19
WRTC
3245
Wind River Trust Company
Wyoming
$236M +$36M +18% 10
RCA
3246
Rowland Carmichael Advisors
Arizona
$235M +$38.9M +20% 371
PA
3247
Perennial Advisors
New York
$235M +$55.7M +31% 234
AI
3248
AdvisorShares Investments
Maryland
$235M +$120M +104% 129
CAN
3249
Claraphi Advisory Network
United States
$234M +$22.7M +11% 1,376
DBIA
3250
Dumont & Blake Investment Advisors
New Jersey
$234M +$43.6M +23% 174