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
LFA
4551
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 91
BLC
4552
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 488
RCM
4553
Rings Capital Management
Illinois
$208M -$35.5M -15% 7
GAAM
4554
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 98
ITIM
4555
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 122
RWM
4556
RBA Wealth Management
California
$208M -$3.57M -2% 113
PTP
4557
Platform Technology Partners
New York
$208M -$19.6M -9% 238
UFA
4558
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 84
BBNB
4559
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 88
DL
4560
DOHJ LLC
Washington
$208M -$15.9M -7% 106
CSWM
4561
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 671
TCM
4562
Trilantic Capital Management
New York
$208M -$94.5M -31% 16
NG
4563
NatWest Group
United Kingdom
$207M +$13.2M +7% 56
3F
4564
360 Financial
Minnesota
$207M -$11.9M -5% 105
AU
4565
Algebris (UK)
United Kingdom
$207M +$7.35M +4% 40
WCM
4566
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 60
KJWM
4567
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 71
AM
4568
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 62
MPW
4569
Monterey Private Wealth
California
$207M +$5.12M +3% 134
GA
4570
Greytown Advisors
Florida
$207M -$28.4M -12% 122
KCM
4571
Kendall Capital Management
Maryland
$207M -$3.76M -2% 168
EAM
4572
Exane Asset Management
France
$207M -$176M -46% 12
GFPC
4573
Global Financial Private Client
Florida
$207M -$168K -0.1% 683
OWM
4574
Olympus Wealth Management
Utah
$207M +$62.7M +44% 14
MIM
4575
MTM Investment Management
South Carolina
$207M -$3.78M -2% 304