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
VIM
4751
Vista Investment Management
Pennsylvania
$303M +$16.4M +6% 182
SSC
4752
Spruce Street Capital
New York
$303M 27
RHP
4753
Royal Harbor Partners
Texas
$303M +$7.66M +3% 53
JWM
4754
Jessup Wealth Management
Ohio
$302M +$34M +13% 387
CAM
4755
Costello Asset Management
Pennsylvania
$302M +$3.7M +1% 728
WW
4756
Westshore Wealth
California
$302M +$9.57M +3% 113
IRAG
4757
Investment Research & Advisory Group
Georgia
$302M +$7.04M +2% 287
RL
4758
Rogco LP
Oklahoma
$302M +$17.3M +6% 209
LCM
4759
Leisure Capital Management
California
$302M +$9.96M +3% 158
TWM
4760
TSA Wealth Management
Texas
$302M +$8.07M +3% 99
ITB
4761
Idaho Trust Bank
Idaho
$302M +$4.91M +2% 112
TC
4762
TFR Capital
Texas
$302M +$2.39M +0.8% 171
BCIM
4763
Bishop & Co Investment Management
Pennsylvania
$302M +$2.93M +1% 28
CWM
4764
Castle Wealth Management
Florida
$302M +$5.65M +2% 132
GL
4765
GHE LLC
Tennessee
$302M +$54.2M +22% 54
BCH
4766
Berkshire Capital Holdings
California
$302M -$27.5M -8% 123
S
4767
Sunpointe
Missouri
$302M +$24.6M +9% 288
BWS
4768
BCR Wealth Strategies
Alabama
$302M +$17.2M +6% 38
BLAM
4769
Bourne Lent Asset Management
New York
$301M +$20M +7% 65
LFA
4770
LifeGuide Financial Advisors
Pennsylvania
$301M +$29.8M +11% 52
PIP
4771
Peachtree Investment Partners
Florida
$301M +$12.9M +4% 136
SA
4772
Sonoma Allocations
California
$301M +$26.3M +10% 154
RWPA
4773
Richard W. Paul & Associates
Michigan
$301M +$8.24M +3% 330
DFA
4774
DHJJ Financial Advisors
Illinois
$301M +$6.25M +2% 1,046
HCP
4775
Hamilton Capital Partners
Georgia
$301M +$40.5M +16% 36