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
UBPAM
3926
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 40
AP
3927
Arlington Partners
Alabama
$217M +$34.7M +19% 241
SAM
3928
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 88
HWA
3929
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 67
SRSA
3930
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 91
CSUI
3931
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 37
RCM
3932
RB Capital Management
Nevada
$217M +$3.73M +2% 151
MCM
3933
Monument Capital Management
Virginia
$216M +$26.8M +14% 99
TWP
3934
Total Wealth Planning
Ohio
$216M +$23.6M +12% 42
HWM
3935
Hemington Wealth Management
Virginia
$216M 81
RA
3936
Riversedge Advisors
Delaware
$216M +$26.8M +14% 50
CIM
3937
Cowen Investment Management
New York
$216M -$20.2M -9% 196
KIG
3938
Kowal Investment Group
Wisconsin
$215M 90
OFCM
3939
One Fin Capital Management
California
$215M +$59.4M +38% 30
WOC
3940
West Oak Capital
California
$215M +$33.4M +18% 357
RFA
3941
Radnor Financial Advisors
Pennsylvania
$215M +$40.6M +23% 21
SI
3942
SimpliFi Inc
California
$215M +$13.8M +7% 26
ACM
3943
Atalaya Capital Management
New York
$215M 80
HIM
3944
Hotaling Investment Management
Pennsylvania
$214M +$29.4M +16% 120
BIA
3945
BHK Investment Advisors
Alabama
$214M +$36.6M +21% 63
TJHA
3946
Thomas J. Herzfeld Advisors
Florida
$214M +$65.4M +44% 313
BW
3947
Bison Wealth
Georgia
$214M +$43.8M +26% 423
T
3948
Tinicum
New York
$214M +$50.2M +31% 2
AFA
3949
Atlanta Financial Associates
Georgia
$214M +$19.4M +10% 78
WPWM
3950
Windward Private Wealth Management
Kansas
$214M 43