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
EDRIA
3426
Edmonds Duncan Registered Investment Advisors
Kansas
$291M -$50.9M -15% 146
IP
3427
Intellectus Partners
California
$291M -$44M -13% 277
FNBOMD
3428
First National Bank of Mount Dora
Florida
$291M -$41M -12% 141
GG
3429
Gleason Group
Kentucky
$291M -$46.2M -14% 261
SIAP
3430
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291M -$61.9M -18% 661
RFA
3431
Radnor Financial Advisors
Pennsylvania
$291M +$15.8M +6% 27
HW
3432
Hedeker Wealth
Illinois
$290M -$40.2M -12% 99
KFP
3433
KB Financial Partners
New Jersey
$289M -$72.9M -20% 636
GCMG
3434
Gyroscope Capital Management Group
Florida
$289M -$1.64M -0.6% 129
FC
3435
Finepoint Capital
Massachusetts
$289M -$11.6M -4% 82
ETS
3436
ESL Trust Services
New York
$289M -$36.2M -11% 25
SCP
3437
Steamboat Capital Partners
New York
$289M -$49.3M -15% 53
AAI
3438
American Assets Inc
California
$289M -$69.4M -19% 10
AU
3439
Algebris (UK)
United Kingdom
$288M +$81.1M +39% 44
MSA
3440
Marino Stram & Associates
Massachusetts
$288M -$28.8M -9% 149
SIM
3441
Studio Investment Management
Illinois
$288M -$15.5M -5% 201
BWA
3442
Burt Wealth Advisors
Maryland
$288M -$45.6M -14% 104
WFA
3443
Wellspring Financial Advisors
Ohio
$287M -$52.2M -15% 146
CH
3444
Canton Hathaway
Rhode Island
$287M -$70.4M -20% 267
FA
3445
Fermata Advisors
California
$287M +$20M +8% 206
TWM
3446
Thrive Wealth Management
Pennsylvania
$287M -$51.5M -15% 166
NC
3447
NinePointTwo Capital
California
$286M -$83.2M -23% 284
BS
3448
Bessemer Securities
New York
$286M -$56.8M -17% 132
FWM
3449
Foresight Wealth Management
Utah
$286M +$37.9M +15% 126
AIS
3450
AM Investment Strategies
Tennessee
$286M -$91.3M -24% 114