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
SM
2326
Sunriver Management
Connecticut
$813M +$23.4M +3% 21
GLLW
2327
Graves Light Lenhart Wealth
Virginia
$813M -$61.1M -7% 195
APM
2328
a16z Perennial Management
California
$812M -$122M -13% 47
DBG
2329
De Burlo Group
Massachusetts
$812M +$68.2M +9% 86
PCI
2330
Planning Center Inc
Illinois
$812M +$46.4M +6% 74
OWA
2331
Octavia Wealth Advisors
Ohio
$812M +$77.4M +11% 230
DPW
2332
DiNuzzo Private Wealth
Pennsylvania
$811M +$70.1M +9% 1,481
PIMJS
2333
PKO Investment Management Joint-Stock
Poland
$811M +$1.28M +0.2% 168
RPC
2334
Rossmore Private Capital
Connecticut
$809M +$47.9M +6% 235
AAM
2335
ACK Asset Management
Connecticut
$809M -$1.09M -0.1% 23
LCM
2336
Legato Capital Management
California
$809M +$66.9M +9% 637
WAG
2337
Winthrop Advisory Group
Massachusetts
$809M +$73.4M +10% 157
MAM
2338
Mark Asset Management
New York
$809M +$52.4M +7% 55
BIC
2339
Beach Investment Counsel
Pennsylvania
$809M -$3.6M -0.4% 236
IECM
2340
Intrinsic Edge Capital Management
Illinois
$807M -$226M -22% 166
CAL
2341
Capital Advisors Ltd
Ohio
$806M +$35.8M +5% 1,671
KBFS
2342
Kohmann Bosshard Financial Services
Ohio
$805M +$62.6M +8% 205
FMP
2343
Financial Management Professionals
Texas
$805M +$76.8M +11% 1,073
FSWA
2344
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 79
PO
2345
Paradigm Operations
California
$805M -$199M -20% 1
RIM
2346
RW Investment Management
Idaho
$804M +$64.2M +9% 95
MA
2347
MONECO Advisors
Connecticut
$803M +$123M +18% 454
RBC
2348
Romano Brothers & Co
Illinois
$803M +$80.9M +11% 315
HIC
2349
Hartline Investment Corp
Illinois
$802M +$57.6M +8% 106
ACM
2350
Ashford Capital Management
Delaware
$801M +$60.6M +8% 106