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
RA
5001
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 122
BWM
5002
Biltmore Wealth Management
Arizona
$210M $0 0% 53
TFCM
5003
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 89
ATIA
5004
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 92
HB
5005
Horizon Bancorp
Indiana
$210M +$5.37M +3% 252
SIC
5006
Samalin Investment Counsel
New York
$210M +$11.9M +6% 292
HA
5007
HC Advisors
Georgia
$210M +$31.2M +17% 95
SI
5008
Saxon Interests
Texas
$210M +$9.99M +5% 211
ACM
5009
Altai Capital Management
California
$210M -$5.67M -3% 7
GWM
5010
Grand Wealth Management
Michigan
$210M +$25.5M +14% 78
CRI
5011
Commonwealth Retirement Investments
Virginia
$209M +$20.7M +11% 90
RWP
5012
Reliant Wealth Planning
Kentucky
$209M +$3.09M +1% 21
TL
5013
Tradewinds LLC
North Carolina
$209M 89
HPM
5014
Hoxton Planning & Management
West Virginia
$209M +$20.3M +11% 173
BSA
5015
Bull Street Advisors
Georgia
$209M +$11.3M +6% 92
CWM
5016
Capital Wealth Management
Rhode Island
$209M +$12.6M +6% 46
CCM
5017
Consolidated Capital Management
California
$209M +$21.1M +11% 46
SJIM
5018
St. Johns Investment Management
Florida
$208M +$12.9M +7% 227
HGIM
5019
High Ground Investment Management
United Kingdom
$208M +$5.45M +3% 11
IGYL
5020
I.G.Y. Ltd
United Kingdom
$208M +$28M +16% 3
HI
5021
Handelsinvest Investeringsforvaltning
Denmark
$208M -$37M -15% 325
AIA
5022
Armor Investment Advisors
North Carolina
$208M +$18.7M +10% 174
MC
5023
Matisse Capital
Oregon
$208M +$20.2M +11% 213
CSC
5024
Caldwell Sutter Capital
California
$208M +$10.9M +6% 991
AWM
5025
Activest Wealth Management
Florida
$208M +$26.3M +15% 468