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
3901
TRB Advisors
New York
$223M -$30.2M -12% 14
WEO
3902
William E. Oberndorf
$223M +$41.6M +23% 10
SEM
3903
Strategic Equity Management
Arizona
$223M 28
NNPTE
3904
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$223M +$39M +21% 12
NIM
3905
Nicollet Investment Management
Minnesota
$223M +$25.2M +13% 65
MLFP
3906
MPS Loria Financial Planners
Illinois
$223M +$29.3M +15% 650
LWA
3907
LWS Wealth Advisors
New Jersey
$222M +$18.9M +9% 60
GA
3908
Gagnon Advisors
New York
$222M +$61.1M +38% 31
RCM
3909
Riverpark Capital Management
New York
$222M +$32.9M +17% 56
UCI
3910
Uncommon Cents Investing
Wisconsin
$222M +$26.1M +13% 126
SPP
3911
Single Point Partners
Massachusetts
$222M +$33.8M +18% 80
MFT
3912
Moisand Fitzgerald Tamayo
Florida
$222M +$28.6M +15% 394
RFN
3913
RDA Financial Network
Iowa
$222M +$1.1M +0.5% 250
BG
3914
Berry Group
Massachusetts
$222M +$35.5M +19% 118
SBF
3915
Sara-Bay Financial
Florida
$222M +$37.5M +20% 79
FWC
3916
First Washington Corp
Washington
$221M +$55.2M +33% 75
KCP
3917
KDI Capital Partners
North Carolina
$221M +$20.6M +10% 32
DMK
3918
David M. Knott
$221M +$50.5M +30% 119
OWM
3919
OneAscent Wealth Management
Alabama
$221M 205
FRA
3920
Frank Rimerman Advisors
California
$221M 87
BCFS
3921
Butensky & Cohen Financial Security
Florida
$221M +$31.8M +17% 96
CC
3922
Cypress Capital
Tennessee
$221M +$5.09M +2% 107
AIC
3923
Ayalon Insurance Company
Israel
$221M +$38.1M +21% 144
SCM
3924
Stordahl Capital Management
Colorado
$221M +$27.3M +14% 49
BHWM
3925
Bay Harbor Wealth Management
Maryland
$220M +$19.6M +10% 475