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
IC
3276
Inscription Capital
Texas
$180M 289
WAS
3277
Winch Advisory Services
Wisconsin
$180M -$19.2M -10% 394
TC
3278
Trust Company
Kansas
$180M -$41.9M -19% 378
BCP
3279
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 141
ANB
3280
Amarillo National Bank
Texas
$179M -$36.1M -17% 93
CSM
3281
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 128
IWA
3282
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 471
KFP
3283
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 47
ITIM
3284
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 131
CWM
3285
Confluence Wealth Management
Oregon
$179M -$14M -7% 128
WCWM
3286
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 39
CG
3287
Compass Group
New York
$179M -$34.5M -16% 14
OPA
3288
Old Port Advisors
Maine
$179M 173
SIRP
3289
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 47
TCM
3290
Timpani Capital Management
Wisconsin
$178M -$169M -49% 118
SFS
3291
Summit Financial Strategies
Ohio
$178M -$41M -19% 67
RCS
3292
Retirement Capital Strategies
California
$178M -$24.4M -12% 56
IF
3293
Ironwood Financial
Arizona
$178M -$10.2M -5% 411
TCMG
3294
TSP Capital Management Group
New Jersey
$178M -$18.2M -9% 55
PAG
3295
Private Advisory Group
Washington
$178M -$17.9M -9% 170
PFA
3296
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 93
I
3297
INVST
Indiana
$178M -$18.4M -9% 59
ACM
3298
Aquamarine Capital Management
New York
$178M -$30.1M -15% 15
GCA
3299
GSI Capital Advisors
California
$177M -$15M -8% 36
BFO
3300
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 156