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
4676
Harbor Island Capital
Massachusetts
$182M +$25M +16% 15
OWM
4677
Olympus Wealth Management
Utah
$182M -$17.2M -9% 14
RFWA
4678
RPg Family Wealth Advisory
Massachusetts
$182M +$36.1M +25% 104
VEA
4679
Virtus ETF Advisers
New York
$182M -$9.72M -5% 508
RCM
4680
Rivermont Capital Management
New York
$182M +$23.7M +15% 24
HPM
4681
Hoxton Planning & Management
West Virginia
$182M -$6.53M -3% 175
TAM
4682
TCP Asset Management
Ohio
$182M +$53.7M +42% 58
E
4683
EnerVest
Texas
$182M -$13M -7% 1
DFG
4684
Demars Financial Group
Washington
$181M +$105K +0.1% 75
DRS
4685
Deane Retirement Strategies
Louisiana
$181M +$2.05M +1% 83
HFG
4686
Heron Financial Group
New York
$181M +$31.6M +21% 146
LPC
4687
Lion Point Capital
New York
$181M -$4.88M -3% 40
DLHL
4688
Donald L. Hagan LLC
Florida
$181M +$22.3M +14% 123
TS
4689
Twin Securities
New York
$181M +$71.1M +65% 19
LWMM
4690
Legacy Wealth Management (Mississippi)
Mississippi
$181M +$12.5M +7% 72
MAM
4691
Mystic Asset Management
Rhode Island
$181M +$5.29M +3% 154
LFGO
4692
Legacy Financial Group (Oklahoma)
Oklahoma
$181M +$18.6M +11% 70
CIC
4693
Chase Investment Counsel
Virginia
$181M +$17.4M +11% 111
TPW
4694
Transatlantique Private Wealth
New York
$181M +$13.7M +8% 211
CPWA
4695
Cerro Pacific Wealth Advisors
California
$181M -$7.64M -4% 167
HIM
4696
Harbour Investment Management
Washington
$181M +$7.15M +4% 73
VP
4697
venBio Partners
California
$180M -$142M -44% 7
AUIM
4698
Aegon USA Investment Management
Iowa
$180M +$6.8M +4% 46
WF
4699
Whelan Financial
California
$180M +$14.6M +9% 30
SLA
4700
Silver Lake Advisory
Utah
$180M +$16.1M +10% 94