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
4201
SimplyRich
California
$123M +$14.1M +13% 83
RCM
4202
RB Capital Management
Nevada
$123M +$23.5M +24% 122
HS
4203
HighVista Strategies
Massachusetts
$123M +$7.01M +6% 163
OIWM
4204
OptiFour Integrated Wealth Management
Virginia
$122M +$13M +12% 51
SIAM
4205
Sterling Investment Advisors (Missouri)
Missouri
$122M +$9.94M +9% 29
ICM
4206
IMS Capital Management
Oregon
$122M +$15.5M +15% 124
PC
4207
Phoenician Capital
New York
$122M +$50M +69% 21
MFGP
4208
Marshall Financial Group (Pennsylvania)
Pennsylvania
$122M +$16.7M +16% 53
IBOK
4209
Independence Bank of Kentucky
Kentucky
$122M +$12.1M +11% 408
SC
4210
Sagil Capital
United Kingdom
$122M -$7.94M -6% 27
SL
4211
SOF Ltd
Cayman Islands
$122M +$9.2M +8% 1
OCA
4212
Otter Creek Advisors
Florida
$122M -$7.17M -6% 78
SWMG
4213
Strategic Wealth Management Group
Maryland
$122M +$17.9M +17% 86
SFS
4214
Searcy Financial Services
Kansas
$122M +$43.2M +55% 19
FDS
4215
Freedom Day Solutions
Texas
$122M +$26.5M +28% 87
GIM
4216
Growth Interface Management
Florida
$122M +$22.4M +23% 9
GWAG
4217
Garrett Wealth Advisory Group
Texas
$122M +$12.2M +11% 52
CCC
4218
Cincinnati Casualty Company
Ohio
$122M +$14M +13% 26
RHI
4219
Richmond Hill Investments
New York
$122M -$37M -23% 9
KDAM
4220
KLS Diversified Asset Management
New York
$122M +$3.13M +3% 19
RI
4221
Ridgewood Investments
New Jersey
$122M -$3.74M -3% 203
PAM
4222
Pegasus Asset Management
New York
$121M +$15.5M +15% 68
OWA
4223
Outlook Wealth Advisors
Texas
$121M -$98M -45% 198
JC
4224
Jentner Corp
Ohio
$121M +$12.2M +11% 34
ACP
4225
Aquiline Capital Partners
New York
$121M +$18.2M +18% 1