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
RIS
3276
Retirement Income Solutions
Michigan
$343M +$28.1M +9% 143
SRC
3277
Sage Rhino Capital
California
$343M +$28.2M +9% 229
BCA
3278
Bray Capital Advisors
Florida
$343M +$20.4M +6% 272
BCMLT
3279
Beacon Capital Management LLC (Tennessee)
Tennessee
$342M +$48M +16% 1,028
FFA
3280
Farther Finance Advisors
California
$342M +$83.7M +32% 2,472
MWM
3281
Mascoma Wealth Management
New Hampshire
$342M +$26.6M +8% 731
IVMX
3282
Institutional Venture Management XV
California
$342M +$33M +11% 6
CWS
3283
Cypress Wealth Services
California
$341M +$30.3M +10% 260
KAH
3284
Kathryn A. Hall
$341M +$98M +40% 59
OAM
3285
Origin Asset Management
United Kingdom
$341M -$670K -0.2% 34
CRG
3286
Cornerstone Retirement Group
Nevada
$341M +$7.27M +2% 21
TFA
3287
Tobias Financial Advisors
Florida
$341M +$36.5M +12% 90
WIM
3288
Westside Investment Management
California
$341M +$300M +739% 861
CA
3289
Claro Advisors
Massachusetts
$341M +$34.9M +11% 378
BFIC
3290
Bedell Frazier Investment Counselling
California
$340M -$41.8M -11% 102
KFP
3291
KB Financial Partners
New Jersey
$340M +$47.4M +16% 613
NAMP
3292
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$340M +$23.2M +7% 149
LPAM
3293
Legion Partners Asset Management
California
$340M +$45M +15% 14
MLIC
3294
Mandatum Life Insurance Company
Finland
$340M +$10.4M +3% 72
MA
3295
MONECO Advisors
Connecticut
$340M +$63.3M +23% 331
PTB
3296
Pioneer Trust Bank
Oregon
$340M +$9.94M +3% 78
MMG
3297
Monetary Management Group
Missouri
$340M +$19.6M +6% 351
RC
3298
Reik & Co
New York
$340M -$7.52M -2% 52
KMWM
3299
Keudell/Morrison Wealth Management
Oregon
$340M +$27.9M +9% 197
ISWM
3300
Independent Solutions Wealth Management
New York
$339M +$11M +3% 228