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
IWN
5026
Independent Wealth Network
Iowa
$153M 194
RMSCM
5027
R.M. Sincerbeaux Capital Management
New York
$153M -$5.42M -3% 45
RC
5028
Roubaix Capital
Colorado
$153M -$7.55M -5% 60
AIA
5029
Arrow Investment Advisors
Maryland
$152M -$9.03M -6% 111
HA
5030
HC Advisors
Georgia
$152M -$10.2M -6% 88
ASI
5031
Advisory Services & Investments
Oregon
$152M +$15.1M +11% 35
LFASL
5032
Lugano Financial Advisors SA (LFA)
Switzerland
$152M -$6.55M -4% 115
IRAG
5033
Investment Research & Advisory Group
Georgia
$152M +$560K +0.4% 184
BFP
5034
Briaud Financial Planning
Texas
$152M +$1.96M +1% 21
FMB
5035
Field & Main Bank
Kentucky
$152M -$4.04M -3% 218
HFS
5036
Horizon Financial Services
North Carolina
$152M +$14.1M +10% 157
SAM
5037
S.A. Mason
Michigan
$152M +$6.51M +4% 328
BAM
5038
Boyar Asset Management
New York
$152M -$3.41M -2% 86
JRCM
5039
Jones Road Capital Management
New York
$152M -$9.12M -6% 69
PWM
5040
Palumbo Wealth Management
New York
$152M +$2.69M +2% 106
JSMC
5041
Jess S. Morgan & Co
California
$152M -$629K -0.4% 42
TFA
5042
TPG Financial Advisors
Oregon
$151M +$9.01M +6% 37
PWG
5043
Private Wealth Group
Florida
$151M +$298K +0.2% 41
BMC
5044
Beaton Management Company
Massachusetts
$151M -$6.02M -4% 138
HS
5045
HighVista Strategies
Massachusetts
$151M +$10.1M +7% 155
CWA
5046
Carolina Wealth Advisors
South Carolina
$151M +$2.61M +2% 310
SFA
5047
Seneca Financial Advisors
New York
$151M -$1.85M -1% 41
PHAM
5048
Portland Hill Asset Management
United Kingdom
$151M -$18.5M -11% 45
CWA
5049
Core Wealth Advisors
Florida
$151M +$843K +0.6% 211
FFA
5050
Fi3 Financial Advisors
Indiana
$151M +$4.85M +3% 45