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
SRC
3226
Sage Rhino Capital
California
$356M -$3.11M -0.9% 236
SL
3227
Systelligence LLC
Minnesota
$356M +$39.5M +12% 56
IGWM
3228
ICA Group Wealth Management
Colorado
$356M -$43.1M -11% 1,336
FA
3229
Fermata Advisors
California
$355M +$244M +221% 165
SC
3230
Schoolcraft Capital
Colorado
$355M -$9.86M -3% 77
PCTC
3231
Perkins Coie Trust Company
Washington
$354M +$2.29M +0.7% 618
SFS
3232
Security Financial Services
Indiana
$354M +$1.74M +0.5% 170
GAM
3233
Gould Asset Management
California
$354M -$4.08M -1% 151
AACA
3234
American Assets Capital Advisers
California
$354M -$42.5M -11% 35
RP
3235
Rice Partnership
Hawaii
$353M -$11.8M -3% 146
CIM
3236
Contravisory Investment Management
Massachusetts
$353M -$25.1M -7% 396
PAM
3237
Paradigm Asset Management
New York
$353M -$19.6M -5% 627
UM
3238
Ulysses Management
New York
$353M -$36.4M -9% 55
VP
3239
venBio Partners
California
$353M +$76.3M +28% 8
AC
3240
Albar Capital
United Kingdom
$353M -$94.4M -21% 61
VP
3241
Vitruvian Partners
United Kingdom
$353M -$139M -28% 10
KMC
3242
Kirr Marbach & Co
Indiana
$353M -$9.84M -3% 54
PGAM
3243
Princeton Global Asset Management
New Jersey
$352M +$10.2M +3% 617
JSA
3244
Jacobson & Schmitt Advisors
Wisconsin
$352M -$543K -0.2% 67
GDS
3245
Gimbel Daniel Scott
$352M +$67.2M +24% 2
MIA
3246
Milestone Investment Advisors
Wisconsin
$351M +$28.5M +9% 445
TWM
3247
TMD Wealth Management
Arizona
$351M -$33M -9% 60
AWC
3248
Abundance Wealth Counselors
Pennsylvania
$350M +$157M +81% 138
HWM
3249
Hohimer Wealth Management
Washington
$350M -$12.2M -3% 196
AW
3250
Avion Wealth
Texas
$350M -$31.6M -8% 1,305