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
RIA
2426
Retirement Investment Advisors
Oklahoma
$559M +$404M +262% 73
BEAM
2427
Baker Ellis Asset Management
Washington
$559M +$42.5M +8% 221
SAM
2428
Simplify Asset Management
Nevada
$558M -$32.6M -6% 134
1SP
2429
140 Summer Partners
New York
$558M +$73.7M +15% 14
TIP
2430
Torray Investment Partners
Maryland
$557M +$2.08M +0.4% 106
BHWM
2431
Beaird Harris Wealth Management
Texas
$557M +$22.1M +4% 778
IDA
2432
Intelligence Driven Advisers
California
$556M +$10.9M +2% 106
CHC
2433
City Holding Co
West Virginia
$556M +$20.6M +4% 539
CA
2434
Cornerstone Advisory
Maryland
$555M +$47.8M +9% 215
CCM
2435
CloudAlpha Capital Management
Hong Kong
$555M +$355M +177% 33
CIM
2436
Chiron Investment Management
New York
$555M +$129M +30% 184
AT
2437
Arden Trust
Delaware
$554M +$61.7M +13% 302
STB
2438
S&T Bank
Pennsylvania
$554M +$12M +2% 113
JCM
2439
JS Capital Management
New York
$554M +$174M +46% 30
RWA
2440
Ropes Wealth Advisors
Massachusetts
$553M -$3.51M -0.6% 274
SIA
2441
Strategic Investment Advisors
Michigan
$553M +$70.5M +15% 253
MC
2442
Minot Capital
Colorado
$552M +$54.1M +11% 21
FCP
2443
Fine Capital Partners
New York
$552M -$1.46M -0.3% 2
VCM
2444
Vision Capital Management
Oregon
$552M +$28.2M +5% 103
KC
2445
Keenan Capital
California
$551M +$52.2M +10% 13
SPH
2446
Steel Partners Holdings
New York
$551M +$8.66M +2% 5
LCM
2447
Legato Capital Management
California
$550M +$27M +5% 545
CIAS
2448
CFS Investment Advisory Services
New Jersey
$550M +$109M +25% 151
RWA
2449
River Wealth Advisors
Pennsylvania
$550M +$30.5M +6% 217
GIM
2450
Greylin Investment Management
Virginia
$548M +$6.02M +1% 75