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
S
3876
SimplyRich
California
$222M -$18.8M -8% 167
WH
3877
Whitcomb & Hess
Ohio
$222M -$8.96M -4% 37
UID
3878
Union Investments & Development
Israel
$222M -$2.37M -1% 59
IAA
3879
Ironsides Asset Advisors
North Carolina
$222M -$42.7M -16% 101
BA
3880
Bard Associates
Illinois
$222M -$11.9M -5% 193
CGC
3881
Continental Grain Company
New York
$221M -$20.8M -9% 4
EVM
3882
Evelyn V. Moreno
$221M -$207M -48% 164
AIM
3883
Atlantic Investment Management
New York
$221M -$42.5M -16% 12
RIP
3884
Rhino Investment Partners
Pennsylvania
$221M -$1.3M -0.6% 48
HCM
3885
Heathbridge Capital Management
Ontario, Canada
$221M -$22M -9% 27
WA
3886
WP Advisors
California
$221M -$9.2M -4% 109
RRA
3887
Round Rock Advisors
Connecticut
$221M -$1.19M -0.5% 149
FSG
3888
Financial Strategies Group
Michigan
$221M -$18.1M -8% 89
JWM
3889
Jeppson Wealth Management
California
$221M -$11.9M -5% 210
PIA
3890
Perennial Investment Advisors
California
$220M -$35.5M -14% 231
BWAM
3891
Boyd Watterson Asset Management
Ohio
$220M -$14.4M -6% 136
NC
3892
NovaPoint Capital
Georgia
$220M -$9.86M -4% 128
HIC
3893
Holderness Investments Company
North Carolina
$220M -$19.6M -8% 201
GSWM
3894
Greenup Street Wealth Management
Michigan
$220M +$8.28M +4% 83
AC
3895
AlphaCore Capital
California
$220M +$4.45M +2% 168
SAS
3896
Stelac Advisory Services
New York
$220M -$29M -12% 172
MCM
3897
Morton Capital Management
California
$220M -$9.9M -4% 86
TCWA
3898
Ten Capital Wealth Advisors
Washington
$220M -$10.1M -4% 653
DBRC
3899
D.B. Root & Company
Pennsylvania
$220M -$13.6M -6% 172
OBWG
3900
Onyx Bridge Wealth Group
New York
$219M -$5.08M -2% 203