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
HIC
4551
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 15
PWM
4552
Prentice Wealth Management
New York
$208M -$5.42M -3% 106
LFA
4553
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 91
BLC
4554
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 488
RCM
4555
Rings Capital Management
Illinois
$208M -$35.5M -15% 7
GAAM
4556
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 98
ITIM
4557
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 122
RWM
4558
RBA Wealth Management
California
$208M -$3.57M -2% 113
PTP
4559
Platform Technology Partners
New York
$208M -$19.6M -9% 238
UFA
4560
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 84
BBNB
4561
Baker Boyer National Bank
Washington
$208M -$9.8M -5% 88
DL
4562
DOHJ LLC
Washington
$208M -$15.9M -7% 106
CSWM
4563
Cassady Schiller Wealth Management
Ohio
$208M +$41.5M +25% 671
TCM
4564
Trilantic Capital Management
New York
$208M -$94.5M -31% 16
NG
4565
NatWest Group
United Kingdom
$207M +$13.2M +7% 56
3F
4566
360 Financial
Minnesota
$207M -$11.9M -5% 105
AU
4567
Algebris (UK)
United Kingdom
$207M +$7.35M +4% 40
WCM
4568
Wisconsin Capital Management
Wisconsin
$207M -$35.9M -15% 60
KJWM
4569
Kiley Juergens Wealth Management
Washington
$207M -$56.5M -21% 71
AM
4570
Atwater Malick
Pennsylvania
$207M -$8.29M -4% 62
MPW
4571
Monterey Private Wealth
California
$207M +$5.12M +3% 134
GA
4572
Greytown Advisors
Florida
$207M -$28.4M -12% 122
KCM
4573
Kendall Capital Management
Maryland
$207M -$3.76M -2% 168
EAM
4574
Exane Asset Management
France
$207M -$176M -46% 12
GFPC
4575
Global Financial Private Client
Florida
$207M -$168K -0.1% 683