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
SC
4701
Stephens Consulting
Michigan
$309M +$19.4M +7% 517
RFS
4702
Richardson Financial Services
Massachusetts
$309M +$148M +92% 621
DCP
4703
Davern Capital Partners
New York
$309M 14
PS
4704
Planned Solutions
California
$309M +$21.1M +7% 145
PWM
4705
Pines Wealth Management
North Carolina
$309M +$12.7M +4% 237
BAM
4706
Bellevue Asset Management
Washington
$309M +$91.9M +42% 511
SAAM
4707
Solus Alternative Asset Management
New Jersey
$309M -$3.01M -1% 10
GCM
4708
GoodHaven Capital Management
New Jersey
$309M -$1.73M -0.6% 26
PWS
4709
Precision Wealth Strategies
Missouri
$309M +$401K +0.1% 190
DC
4710
Defender Capital
North Carolina
$309M +$10.5M +4% 39
AW
4711
Alteri Wealth
California
$309M +$17.5M +6% 294
GPP
4712
Great Point Partners
Connecticut
$308M +$68.9M +29% 42
EPIME
4713
Evelyn Partners Investment Management (Europe)
$308M +$19.7M +7% 188
RS
4714
Rakuten Securities
Japan
$308M +$37.2M +14% 987
CC
4715
Cederberg Capital
United Kingdom
$308M -$42.3M -12% 10
CFLC
4716
California First Leasing Corp
California
$308M +$34.8M +13% 46
CIC
4717
Concord Investment Counsel
California
$308M -$7.1M -2% 40
CPW
4718
Crestmont Private Wealth
Texas
$308M +$5.06M +2% 104
TAFW
4719
Tred Avon Family Wealth
Maryland
$307M +$16.3M +6% 267
LAM
4720
Lifestyle Asset Management
Texas
$307M +$14.5M +5% 150
JA
4721
JVL Associates
Michigan
$307M +$5.09M +2% 67
JAM
4722
JW Asset Management
Florida
$307M +$98.8M +47% 22
A
4723
Argentarii
Ohio
$307M +$56.4M +22% 209
CP
4724
Canopy Partners
Ohio
$307M +$7.6M +3% 259
GB
4725
Goepper Burkhardt
South Carolina
$307M +$13.5M +5% 109