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
RCS
4526
Retirement Capital Strategies
California
$249M +$4.78M +2% 85
GL
4527
GHE LLC
Tennessee
$249M +$33M +15% 53
LEFP
4528
Leading Edge Financial Planning
Tennessee
$249M +$23.5M +10% 58
VW
4529
Veridan Wealth
Oregon
$249M 82
CPC
4530
Congress Park Capital
New York
$249M +$23M +10% 125
KA
4531
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 45
WOC
4532
West Oak Capital
California
$249M +$13.4M +6% 339
TPCM
4533
Two Point Capital Management
New York
$248M +$5.33M +2% 25
PWP
4534
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 144
GTAM
4535
Global Trust Asset Management
Florida
$248M +$4.66M +2% 480
NFP
4536
Narus Financial Partners
Utah
$248M +$13.8M +6% 154
BWM
4537
Brown Wealth Management
Illinois
$248M +$6.3M +3% 98
BWCS
4538
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 103
IAM
4539
Infusive Asset Management
New York
$248M -$11.6M -4% 35
JGIA
4540
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 411
FMTCOCP
4541
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 445
MP
4542
Mediatel Partners
Texas
$248M -$23.3M -9% 3
MCP
4543
Martin Capital Partners
Oregon
$248M -$13.2M -5% 71
MAM
4544
Mystic Asset Management
Rhode Island
$248M +$5.99M +2% 171
VAS
4545
VR Advisory Services
Cayman Islands
$248M +$36.3M +17% 47
UCB
4546
United Community Bank
South Carolina
$248M -$9.96M -4% 395
BCH
4547
Berkshire Capital Holdings
California
$247M -$3.18M -1% 100
SFS
4548
Shaker Financial Services
Virginia
$247M -$11.1M -4% 182
SW
4549
SMART Wealth
Nebraska
$247M +$25.3M +11% 130
GWM
4550
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 251