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
TA
3651
TRB Advisors
New York
$417M +$206M +98% 11
RCI
3652
RS Crum Inc
California
$417M +$45.7M +12% 92
PT
3653
Plimoth Trust
Massachusetts
$417M +$33.1M +9% 166
MFS
3654
Madrona Financial Services
Washington
$417M +$53.3M +15% 122
ML
3655
Mayport LLC
Massachusetts
$417M +$53.9M +15% 100
IA
3656
IAM Advisory
Pennsylvania
$417M +$31.6M +8% 106
LP
3657
Longaeva Partners
Illinois
$416M +$240M +136% 56
DCM
3658
Davidson Capital Management
Texas
$416M +$47.6M +13% 84
LCM
3659
Lionstone Capital Management
New York
$416M +$54.7M +15% 12
SWM
3660
Scissortail Wealth Management
Oklahoma
$416M +$27M +7% 117
AWAU
3661
Alliance Wealth Advisors (Utah)
Utah
$416M +$33M +9% 292
MP
3662
McDonald Partners
Ohio
$416M +$32.3M +8% 255
GIP
3663
Gavilan Investment Partners
California
$416M +$60.5M +17% 13
3IP
3664
3Chopt Investment Partners
Virginia
$416M +$34.2M +9% 251
RA
3665
RR Advisors
Texas
$416M -$2.89M -0.7% 30
CAM
3666
Cypress Asset Management
Texas
$415M +$42M +11% 112
SIM
3667
Sherborne Investors Management
New York
$415M +$43.3M +12% 1
TFF
3668
The Family Firm
Maryland
$415M -$32.8M -7% 214
SWMG
3669
Sanchez Wealth Management Group
Florida
$415M +$46.5M +13% 49
AWM
3670
Activest Wealth Management
Florida
$415M +$41.9M +11% 1,472
KWS
3671
Keystone Wealth Services
California
$415M +$45.3M +12% 294
RAA
3672
RWC Asset Advisors
Florida
$415M -$134M -24% 20
YRHAM
3673
Yong Rong (HK) Asset Management
Hong Kong
$415M -$13.5M -3% 31
IIM
3674
Ipswich Investment Management
Massachusetts
$414M +$11.5M +3% 195
AFG
3675
ABLE Financial Group
Arizona
$414M +$57.7M +16% 223