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
5001
Retirement Investment Advisors
Oklahoma
$155M 48
OCPWS
5002
One Charles Private Wealth Services
Massachusetts
$154M +$3.96M +3% 123
PMIA
5003
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 43
MMRF
5004
Michelson Medical Research Foundation
California
$154M 31
BA
5005
Baugh & Associates
Georgia
$154M +$13M +9% 39
DWMG
5006
DB Wealth Management Group
California
$154M +$14.3M +10% 380
TCOK
5007
Trust Company of Kansas
Kansas
$154M +$13.1M +9% 53
WFC
5008
Western Financial Corp
California
$154M +$11.3M +8% 109
RBC
5009
Rye Brook Capital
Connecticut
$154M +$17.3M +13% 23
WMR
5010
Wealth Management Resources
Rhode Island
$154M +$3.85M +3% 44
MECA
5011
Miller Equity Capital Advisors
Texas
$154M +$17.8M +13% 50
HAM
5012
Hanwha Asset Management
South Korea
$154M 1
SCGM
5013
Starwood Capital Group Management
Florida
$154M +$4.97M +3% 4
3F
5014
360 Financial
Minnesota
$154M +$378K +0.2% 86
CCM
5015
Cox Capital Management
Massachusetts
$154M +$16M +12% 85
AIM
5016
Ausbil Investment Management
Australia
$153M 42
FAM
5017
Forte Asset Management
New York
$153M +$2.65M +2% 74
WA
5018
Wealthstream Advisors
New York
$153M +$60.3M +65% 82
GCM
5019
Garland Capital Management
Washington
$153M +$38.4M +33% 34
MPCG
5020
Matrix Private Capital Group
New York
$153M +$5.66M +4% 208
CFGF
5021
Compass Financial Group (Florida)
Florida
$153M +$3.97M +3% 32
HH
5022
HWG Holdings
Texas
$153M +$14.6M +11% 178
SP
5023
Successful Portfolios
Florida
$153M +$15.4M +11% 200
SHFP
5024
Second Half Financial Partners
Florida
$153M +$72.9M +91% 45
FI
5025
FIDELIS iM
Oregon
$153M +$9.83M +7% 23