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
RA
3401
Rational Advisors
New York
$152M +$47.4M +45% 325
SFG
3402
SevenBridge Financial Group
Pennsylvania
$152M +$14.5M +11% 694
LWA
3403
Lowe Wealth Advisors
Maryland
$152M +$5.86M +4% 253
EECFV
3404
EnCap Energy Capital Fund VIII
Texas
$152M -$7.76M -5% 1
PPCP
3405
Pivot Point Capital Partners
California
$152M -$14.4M -9% 12
RAA
3406
RWC Asset Advisors
Florida
$151M +$12.5M +9% 17
PO
3407
Private Ocean
California
$151M +$3.49M +2% 188
CPA
3408
Clear Perspective Advisors
Illinois
$151M +$516K +0.3% 442
SIAS
3409
Shine Investment Advisory Services
Colorado
$151M +$30.4M +25% 89
OAM
3410
Occidental Asset Management
California
$151M +$12M +9% 144
NG
3411
Northstar Group
New York
$151M +$5.88M +4% 111
IF
3412
Ironwood Financial
Arizona
$151M +$8.36M +6% 291
CMO
3413
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 40
DJC
3414
Daily Journal Corp
California
$151M +$4.44M +3% 4
MWM
3415
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 125
LWIC
3416
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 43
LBS
3417
Lawrence B. Seidman
$151M +$8.55M +6% 28
BWL
3418
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 73
KCM
3419
Kempner Capital Management
Texas
$150M +$12.6M +9% 68
WCA
3420
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 115
TWM
3421
Torch Wealth Management
Ohio
$150M +$8.27M +6% 99
IWM
3422
IHT Wealth Management
Illinois
$150M +$17.7M +13% 1,376
HRC
3423
Hoertkorn Richard Charles
$150M +$5.45M +4% 89
OLA
3424
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 93
GAAM
3425
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 65