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
OL
3476
Optas LLC
Texas
$353M +$8.97M +3% 159
SAM
3477
Summit Asset Management
Tennessee
$353M +$33.5M +10% 159
CCT
3478
Capital City Trust
Florida
$352M +$29.8M +9% 123
SFPM
3479
Sensible Financial Planning & Management
Massachusetts
$352M +$44.8M +15% 44
RP
3480
Rice Partnership
Hawaii
$351M +$35M +11% 155
SHCM
3481
Shelter Haven Capital Management
New Jersey
$351M +$36.6M +12% 16
B
3482
Bellecapital
Switzerland
$351M +$23.4M +7% 207
SAM
3483
Socorro Asset Management
Texas
$351M -$4.01M -1% 35
HWM
3484
Holloway Wealth Management
Florida
$350M +$22M +7% 478
MLM
3485
Mount Lucas Management
Pennsylvania
$350M +$33.1M +10% 168
BCA
3486
Bay Colony Advisors
Massachusetts
$350M +$44.2M +14% 391
HAIM
3487
Hunter Associates Investment Management
Pennsylvania
$350M +$38.4M +12% 165
IC
3488
Ikarian Capital
Texas
$349M -$87.3M -20% 198
HCM
3489
Heathbridge Capital Management
Ontario, Canada
$349M +$16.2M +5% 27
JTWM
3490
Jackson Thornton Wealth Management
Alabama
$349M 17
CA
3491
Claar Advisors
New York
$349M +$11.8M +4% 38
PCM
3492
Princeton Capital Management
New Jersey
$349M +$35.2M +11% 117
KFP
3493
KB Financial Partners
New Jersey
$348M +$75.2M +28% 677
GWM
3494
GSB Wealth Management
Connecticut
$348M +$154M +79% 228
SFA
3495
Souders Financial Advisors
Ohio
$348M +$38.1M +12% 142
RWB
3496
RMR Wealth Builders
New Jersey
$348M +$7.64M +2% 210
FPTW
3497
Franklin, Parlapiano, Turner & Welch
Texas
$348M +$29.6M +9% 52
MCA
3498
Mendon Capital Advisors
Florida
$348M +$54.5M +19% 73
CCMT
3499
CMT Capital Markets Trading
Germany
$348M +$83.9M +32% 135
CF
3500
Corrigan Financial
Rhode Island
$348M +$20.7M +6% 90