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
WAS
3426
Winch Advisory Services
Wisconsin
$210M +$9.26M +5% 428
SRAM
3427
Spouting Rock Asset Management
Pennsylvania
$210M +$65.7M +45% 158
RCS
3428
Retirement Capital Strategies
California
$210M +$27.7M +15% 53
TSS
3429
Thomas Story & Son
Indiana
$210M +$36.4M +21% 60
NC
3430
Nightview Capital
Texas
$210M +$60.6M +41% 38
WAM
3431
Wakefield Asset Management
Colorado
$210M +$23.5M +13% 223
W
3432
WealthStone
Ohio
$210M +$110M +111% 179
PH
3433
Pinnacle Holdings
Oklahoma
$210M +$35.2M +20% 221
RRCP
3434
Rip Road Capital Partners
Massachusetts
$210M +$58.1M +38% 21
CWM
3435
CMH Wealth Management
New Hampshire
$209M +$38.3M +22% 52
SIA
3436
Starfire Investment Advisers
Michigan
$209M +$27.5M +15% 162
GLCM
3437
Greenlea Lane Capital Management
Connecticut
$209M +$57M +37% 10
DPI
3438
Diversified Portfolios Inc
Michigan
$209M +$28.7M +16% 60
SP
3439
Summit Partners
Massachusetts
$209M +$28.8M +16% 5
TSWM
3440
Triangle Securities Wealth Management
North Carolina
$209M +$35.5M +20% 165
NO
3441
Ninety One
South Africa
$209M +$4.81M +2% 116
DCM
3442
DeGreen Capital Management
Arizona
$209M +$28.2M +16% 23
AC
3443
Aperimus Capital
California
$209M +$54.6M +36% 5
PVWM
3444
Point View Wealth Management
New Jersey
$208M +$25.9M +14% 270
PCR
3445
Potrero Capital Research
California
$208M +$70M +51% 62
KS
3446
Karpas Strategies
Connecticut
$208M +$23.6M +13% 120
HA
3447
Hamel Associates
New Jersey
$208M +$18.3M +10% 69
FPB
3448
First PREMIER Bank
South Dakota
$208M +$28.3M +16% 355
LC
3449
Lunia Capital
Texas
$207M -$88.5M -30% 46
UFG
3450
United Fire Group
Iowa
$207M +$691K +0.3% 121