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
RPWA
3426
Regent Peak Wealth Advisors
Georgia
$349M -$19.2M -5% 172
SAM
3427
Summit Asset Management
Tennessee
$348M -$4.27M -1% 165
MCM
3428
Marathon Capital Management
Maryland
$348M -$78.4M -18% 173
ICVCFIA
3429
IDG China Venture Capital Fund IV Associates
Hong Kong
$348M -$152M -30% 4
AW
3430
Avion Wealth
Texas
$348M -$6.04M -2% 445
RGC
3431
Roberts, Glore & Co
Illinois
$347M -$33.2M -9% 217
JHCP
3432
Jackson Hole Capital Partners
Oklahoma
$347M +$27.8M +9% 249
ECM
3433
Engine Capital Management
New York
$347M -$30.3M -8% 37
WFA
3434
WestHill Financial Advisors
California
$347M -$7.15M -2% 134
JHCM
3435
Juniper Hill Capital Management
California
$347M +$65.4M +23% 8
RP
3436
Rice Partnership
Hawaii
$347M -$4.84M -1% 156
CCT
3437
Capital City Trust
Florida
$346M -$5.81M -2% 123
RWP
3438
Revolve Wealth Partners
New Jersey
$346M -$993K -0.3% 158
CWM
3439
Concentric Wealth Management
California
$346M -$8.59M -2% 131
CAN
3440
Claraphi Advisory Network
United States
$346M +$59M +21% 350
SFA
3441
Souders Financial Advisors
Ohio
$346M -$2.41M -0.7% 153
AFIA
3442
America First Investment Advisors
Nebraska
$346M -$8.16M -2% 76
ME
3443
McIlrath & Eck
Washington
$346M -$24.2M -7% 861
AO
3444
Advisor OS
Illinois
$345M -$145M -30% 254
MIM
3445
Monashee Investment Management
Massachusetts
$345M -$59.3M -15% 63
BFC
3446
Blue Fin Capital
Rhode Island
$345M -$16.1M -4% 137
DI
3447
Diligent Investors
California
$345M -$13M -4% 290
WGRM
3448
Waterton Global Resource Management
Ontario, Canada
$344M +$26.5M +8% 1
BRM
3449
Boston Research & Management
Massachusetts
$344M -$21.8M -6% 117
BEI
3450
Benjamin Edwards Inc
Missouri
$344M +$35.2M +11% 778