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
IRM
5776
Income Research & Management
Massachusetts
$204M -$170M -45% 42
SCM
5777
Spring Capital Management
Texas
$204M +$14.5M +8% 51
CA
5778
CWC Advisors
Oregon
$204M +$10.7M +6% 153
MSWM
5779
Mader & Shannon Wealth Management
Missouri
$204M +$20.4M +11% 24
NWP
5780
NerdWallet Wealth Partners
New York
$204M 61
CWM
5781
Chronos Wealth Management
Florida
$204M +$10.9M +6% 41
RA
5782
Riverstone Advisors
Texas
$204M +$18.9M +10% 64
RAS
5783
RPS Advisory Solutions
Kentucky
$204M +$21.5M +12% 136
RFA
5784
Resurgent Financial Advisors
Georgia
$204M +$21.6M +12% 225
DLHL
5785
Donald L. Hagan LLC
Florida
$204M +$3.43M +2% 93
HM
5786
Harvest Management
New York
$204M -$2.43M -1% 81
PIM
5787
Peregrine Investment Management
Ontario, Canada
$204M +$47.1M +30% 26
CE
5788
Cornerstone Enterprises
Wisconsin
$203M +$17.6M +9% 33
WMIG
5789
White Mountains Insurance Group
New Hampshire
$203M +$7.68M +4% 1
CWA
5790
Cascade Wealth Advisors
Washington
$203M +$26.1M +15% 63
BC
5791
Beaconlight Capital
New York
$203M +$31.8M +19% 39
RA
5792
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 108
TDWM
5793
Topel & Distasi Wealth Management
California
$203M +$11.9M +6% 62
BICM
5794
Breach Inlet Capital Management
South Carolina
$203M -$1.16M -0.6% 10
FCFC
5795
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 137
PFA
5796
Plotkin Financial Advisors
Maryland
$202M +$21M +12% 104
5SA
5797
5th Street Advisors
Connecticut
$202M +$603K +0.3% 34
GI
5798
GS Investments
Minnesota
$202M -$23.7M -11% 119
SIAM
5799
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.83M +5% 40
MWM
5800
Meritas Wealth Management
California
$202M +$20M +11% 59