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
RWG
3676
Regal Wealth Group
California
$101M 197
BCFS
3677
Butensky & Cohen Financial Security
Florida
$101M +$7.65M +8% 212
BSWM
3678
Boston Standard Wealth Management
Massachusetts
$101M +$902K +0.9% 23
WAMC
3679
Western Asset Management Company
California
$101M -$12.7M -11% 35
SIAS
3680
Shine Investment Advisory Services
Colorado
$101M +$14.1M +16% 32
SNBOSCI
3681
Security National Bank of Sioux City Iowa
Iowa
$101M +$15.9M +19% 77
HIC
3682
Holderness Investments Company
North Carolina
$101M +$5.79M +6% 123
TWA
3683
Tillar-Wenstrup Advisors
Ohio
$101M +$1.44M +1% 46
DLHL
3684
Donald L. Hagan LLC
Florida
$101M -$10.3M -9% 401
SCM
3685
Stanley Capital Management
Texas
$101M +$372K +0.4% 34
LSCM
3686
LaSalle Street Capital Management
Illinois
$101M +$6.72M +7% 91
PCR
3687
Potrero Capital Research
California
$101M 36
NB
3688
Nicolet Bankshares
Wisconsin
$101M 133
FO
3689
FT Options
Illinois
$101M 88
MMPW
3690
Mitchell McLeod Pugh & Williams
Alabama
$101M +$3.71M +4% 157
AIM
3691
Aspen Investment Management
Michigan
$101M -$1.89M -2% 120
MI
3692
M3F Inc
Utah
$100M 37
CAM
3693
Crestone Asset Management
Colorado
$100M 22
GS
3694
Girard Securities
California
$100M 154
EC
3695
Eachwin Capital
New York
$100M 99
SIC
3696
Shoker Investment Counsel
Ohio
$100M +$5.29M +6% 105
SBA
3697
Seven Bridges Advisors
New York
$99.8M 143
MFS
3698
Madrona Financial Services
Washington
$99.6M +$7.02M +8% 34
ROC
3699
Robertson Opportunity Capital
Texas
$99.4M +$4.32M +5% 26
TFCP
3700
Twin Focus Capital Partners
Massachusetts
$99.4M +$21.1M +27% 102