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
PO
2451
Private Ocean
California
$427M +$19.3M +5% 578
BIM
2452
Baldwin Investment Management
Pennsylvania
$427M +$108M +34% 204
IDA
2453
Intelligence Driven Advisers
California
$426M +$144M +51% 107
LWS
2454
Lucia Wealth Services
California
$426M +$47.8M +13% 185
IFAM
2455
Institutional & Family Asset Management
Colorado
$426M -$51M -11% 927
SIA
2456
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 207
HA
2457
Harbor Advisors
Florida
$426M +$35.3M +9% 160
RPC
2458
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 197
FA
2459
FCG Advisors
New Jersey
$425M +$42M +11% 202
SCA
2460
Stieven Capital Advisors
Missouri
$425M -$8.07M -2% 50
GCM
2461
Galibier Capital Management
Ontario, Canada
$425M +$113M +36% 40
SFP
2462
Shepherd Financial Partners
Massachusetts
$425M +$56.5M +15% 136
GA
2463
Gateway Advisory
New Jersey
$425M +$83.9M +25% 70
MMC
2464
Mizuho Markets Cayman
Cayman Islands
$424M +$206M +95% 43
WAM
2465
WT Asset Management
Hong Kong
$424M +$8.48M +2% 19
MPW
2466
MA Private Wealth
California
$424M +$23.9M +6% 83
VCM
2467
V3 Capital Management
Texas
$423M -$9.91M -2% 16
LM
2468
Luminus Management
Texas
$423M -$321M -43% 67
SGK
2469
Steigerwald Gordon & Koch
Virginia
$423M +$45.3M +12% 98
KHCM
2470
Kettle Hill Capital Management
New York
$422M +$34.3M +9% 64
ACA
2471
Atlas Capital Advisors
Wyoming
$422M -$4.03M -0.9% 679
RIM
2472
Rockbridge Investment Management
New York
$422M +$36.5M +9% 695
EI
2473
EAM Investors
California
$422M -$30.6M -7% 395
GC
2474
Gilbert & Cook
Iowa
$422M +$23M +6% 165
NAM
2475
NTV Asset Management
West Virginia
$421M +$34.7M +9% 197