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
MIP
3226
Marietta Investment Partners
Wisconsin
$357M -$28.9M -7% 169
SPIO
3227
Seven Post Investment Office
California
$357M +$33.6M +10% 54
PCWA
3228
Pacific Capital Wealth Advisors
California
$357M -$37.7M -10% 70
AAM
3229
AR Asset Management
California
$357M -$16.1M -4% 112
SNB
3230
Security National Bank
Nebraska
$356M -$36.3M -9% 107
HA
3231
Harfst & Associates
Wyoming
$356M -$19.4M -5% 93
NQWM
3232
Northwest Quadrant Wealth Management
Oregon
$356M -$5.59M -2% 61
TFF
3233
The Family Firm
Maryland
$356M -$22.2M -6% 184
EDRIA
3234
Edmonds Duncan Registered Investment Advisors
Kansas
$356M +$23.4M +7% 143
EL
3235
Essex LLC
Illinois
$356M -$3.01M -0.8% 167
SRC
3236
Sage Rhino Capital
California
$356M -$3.11M -0.9% 236
SL
3237
Systelligence LLC
Minnesota
$356M +$39.5M +12% 56
IGWM
3238
ICA Group Wealth Management
Colorado
$356M -$43.1M -11% 1,336
FA
3239
Fermata Advisors
California
$355M +$244M +221% 165
LBA
3240
Lowell Blake & Associates
Massachusetts
$355M +$10M +3% 63
SC
3241
Schoolcraft Capital
Colorado
$355M -$9.86M -3% 77
PCTC
3242
Perkins Coie Trust Company
Washington
$354M +$2.29M +0.7% 618
SFS
3243
Security Financial Services
Indiana
$354M +$1.74M +0.5% 170
GAM
3244
Gould Asset Management
California
$354M -$4.08M -1% 151
AACA
3245
American Assets Capital Advisers
California
$354M -$42.5M -11% 35
RP
3246
Rice Partnership
Hawaii
$353M -$11.8M -3% 146
CIM
3247
Contravisory Investment Management
Massachusetts
$353M -$25.1M -7% 396
PAM
3248
Paradigm Asset Management
New York
$353M -$19.6M -5% 627
UM
3249
Ulysses Management
New York
$353M -$36.4M -9% 55
VP
3250
venBio Partners
California
$353M +$76.3M +28% 8