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
IFWM
2351
Institute for Wealth Management
Colorado
$796M +$3.95M +0.5% 567
RCIM
2352
Red Cedar Investment Management
Michigan
$796M +$7.54M +1% 84
CAL
2353
Capital Advisors Ltd
Ohio
$793M -$13M -2% 1,642
RBC
2354
Romano Brothers & Co
Illinois
$792M -$10.5M -1% 314
TPA
2355
Trivium Point Advisory
Connecticut
$792M +$74.5M +10% 352
JTWM
2356
Jackson Thornton Wealth Management
Alabama
$791M +$34.9M +5% 88
FMP
2357
Financial Management Professionals
Texas
$791M -$14.3M -2% 1,064
AIMC
2358
Alley Investment Management Company
Illinois
$791M +$985K +0.1% 86
OCM
2359
OLP Capital Management
Hong Kong
$790M +$121M +18% 8
PGA
2360
Portland Global Advisors
Maine
$790M -$5.3M -0.7% 140
BWP
2361
Barlow Wealth Partners
Kentucky
$790M +$25.3M +3% 155
DPW
2362
DiNuzzo Private Wealth
Pennsylvania
$790M -$20.9M -3% 1,477
1IA
2363
1834 Investment Advisors
Wisconsin
$790M -$69.3M -8% 221
LTAS
2364
Linden Thomas Advisory Services
North Carolina
$789M +$57.1M +8% 479
MSA
2365
MUFG Securities Americas
New York
$789M 512
SDH
2366
Sloy Dahl & Holst
Washington
$789M +$203M +35% 115
PHS
2367
Pekin Hardy Strauss
Illinois
$788M +$4.56M +0.6% 383
PCI
2368
Planning Center Inc
Illinois
$788M -$23.4M -3% 75
NA
2369
Nottingham Advisors
New York
$788M -$116M -13% 152
ACA
2370
Atlas Capital Advisors
Wyoming
$788M +$132M +20% 991
CWM
2371
Cabot Wealth Management
Massachusetts
$787M -$12.5M -2% 132
OCG
2372
Opus Capital Group
Ohio
$787M -$12.8M -2% 126
ME
2373
McIlrath & Eck
Washington
$784M +$8.06M +1% 1,040
LJAC
2374
L.J. Altfest & Co
New York
$784M +$32.9M +4% 375
SOW
2375
State of Wyoming
Wyoming
$784M +$83.2M +12% 1,920