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
RIA
4751
Realta Investment Advisors
Delaware
$304M +$5.4M +2% 377
BIA
4752
BHK Investment Advisors
Alabama
$304M +$36.6M +14% 76
SW
4753
StrongBox Wealth
Missouri
$304M +$8.75M +3% 96
ATC
4754
Adirondack Trust Company
New York
$304M +$5.86M +2% 562
JWS
4755
Juncture Wealth Strategies
Arizona
$304M +$5.31M +2% 143
FPL
4756
Fortress Private Ledger
North Carolina
$304M +$29.4M +11% 230
JGIA
4757
Jackson Grant Investment Advisers
Connecticut
$304M +$4.29M +1% 423
UWM
4758
USAdvisors Wealth Management
Minnesota
$304M +$13.5M +5% 144
SFS
4759
Solitude Financial Services
Virginia
$303M +$11.1M +4% 40
RFP
4760
Roth Financial Partners
Texas
$303M +$6.39M +2% 33
OCM
4761
Ogborne Capital Management
California
$303M -$64M -17% 12
MADR
4762
Milestones Administradora de Recursos
Brazil
$303M +$17.2M +6% 18
DA
4763
DCF Advisers
Connecticut
$303M +$38.8M +15% 109
VIM
4764
Vista Investment Management
Pennsylvania
$303M +$16.4M +6% 182
SSC
4765
Spruce Street Capital
New York
$303M 27
RHP
4766
Royal Harbor Partners
Texas
$303M +$7.66M +3% 53
JWM
4767
Jessup Wealth Management
Ohio
$302M +$34M +13% 387
CAM
4768
Costello Asset Management
Pennsylvania
$302M +$3.7M +1% 728
WW
4769
Westshore Wealth
California
$302M +$9.57M +3% 113
IRAG
4770
Investment Research & Advisory Group
Georgia
$302M +$7.04M +2% 287
RL
4771
Rogco LP
Oklahoma
$302M +$17.3M +6% 209
LCM
4772
Leisure Capital Management
California
$302M +$9.96M +3% 158
TWM
4773
TSA Wealth Management
Texas
$302M +$8.07M +3% 99
ITB
4774
Idaho Trust Bank
Idaho
$302M +$4.91M +2% 112
TC
4775
TFR Capital
Texas
$302M +$2.39M +0.8% 171