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
RI
4076
Rinkey Investments
California
$377M +$44.1M +13% 130
BA
4077
Bard Associates
Illinois
$377M +$65.7M +21% 176
LSA
4078
Lansing Street Advisors
Pennsylvania
$377M +$41M +12% 148
SCA
4079
St. Clair Advisors
Ohio
$377M -$5.61M -1% 81
HCM
4080
Hudson Capital Management
New Jersey
$377M +$24.2M +7% 74
MLFP
4081
MPS Loria Financial Planners
Illinois
$376M +$36.5M +11% 84
TCWM
4082
Total Clarity Wealth Management
Illinois
$376M +$27M +8% 327
SA
4083
Shilanski & Associates
Alaska
$376M +$26.3M +8% 137
DP
4084
Divergent Planning
Maryland
$376M +$37.8M +11% 36
RWA
4085
Roberts Wealth Advisors
California
$376M +$28.2M +8% 101
EPP
4086
ETF Portfolio Partners
Kansas
$376M +$15M +4% 69
FWSM
4087
First Wilshire Securities Management
California
$376M +$8.63M +2% 88
BCM
4088
Boltwood Capital Management
California
$376M +$23.9M +7% 178
LL
4089
LPWM LLC
Minnesota
$375M +$32M +9% 86
MCM
4090
Millstreet Capital Management
Massachusetts
$375M +$20.8M +6% 2
BCC
4091
Bridge City Capital
Oregon
$374M +$18M +5% 113
MC
4092
Magnitude Capital
New York
$374M +$48M +15% 1
PFG
4093
Premier Financial Group
California
$374M +$14.5M +4% 63
AAMA
4094
Advanced Asset Management Advisors
Ohio
$374M +$3.68M +1% 87
CW
4095
Channel Wealth
California
$374M +$20.3M +6% 190
PSC
4096
Patient Square Capital
California
$374M +$96.5M +35% 27
HFBOT
4097
Home Federal Bank of Tennessee
Tennessee
$374M +$21.1M +6% 78
TCMG
4098
TSP Capital Management Group
New Jersey
$374M +$55.1M +17% 45
MM
4099
Meridian Management
Arkansas
$374M +$7.81M +2% 83
BTD
4100
BankPlus Trust Department
Mississippi
$374M +$35.7M +11% 470