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
BOS
3576
Bank of Stockton
California
$260M +$21M +9% 119
TWMP
3577
Taylor Wealth Management Partners
Massachusetts
$260M +$41.9M +19% 65
LC
3578
Lunia Capital
Texas
$260M +$31.8M +14% 42
Legacy Financial Group (Iowa)
3579
Legacy Financial Group (Iowa)
Iowa
$260M 57
JSC
3580
Jackson Square Capital
California
$260M +$33.1M +15% 346
CAAM
3581
Cape Ann Asset Management
United Kingdom
$260M +$12.2M +5% 12
HIP
3582
Harrell Investment Partners
Texas
$260M +$30.4M +13% 90
FBT
3583
First Bankers Trust
Kentucky
$260M +$24.4M +10% 120
IC
3584
Inscription Capital
Texas
$260M +$34.3M +15% 196
HC
3585
Hendley & Co
Ohio
$259M +$19M +8% 75
FSA
3586
Financial Services Advisory
Maryland
$259M +$121M +87% 33
BWP
3587
Bernardo Wealth Planning
Pennsylvania
$259M +$36.8M +17% 178
WCM
3588
Wisconsin Capital Management
Wisconsin
$259M +$42.6M +20% 62
CIA
3589
Compass Ion Advisors
Pennsylvania
$259M +$101M +64% 95
RIM
3590
Rush Island Management
New York
$259M +$57.4M +29% 26
GWMIA
3591
Global Wealth Management Investment Advisory
Florida
$258M +$26.8M +12% 531
HIC
3592
Holderness Investments Company
North Carolina
$258M +$15.4M +6% 195
OC
3593
Oarsman Capital
Wisconsin
$257M +$35.4M +16% 191
FBCM
3594
Fort Baker Capital Management
California
$257M +$42.5M +20% 78
LIC
3595
Laurus Investment Counsel
Canada
$257M +$53.7M +26% 47
AFS
3596
Annapolis Financial Services
Maryland
$257M 418
HWM
3597
Holloway Wealth Management
Florida
$257M +$26.7M +12% 254
REMPR
3598
Roof Eidam Maycock Peralta (REMP)
California
$257M -$21K -0% 97
ODG
3599
O'Dell Group
Ohio
$257M +$50.6M +25% 68
KC
3600
Kadensa Capital
Hong Kong
$256M -$6.13M -2% 15