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
IDA
2451
Intelligence Driven Advisers
California
$426M +$144M +51% 107
LWS
2452
Lucia Wealth Services
California
$426M +$47.8M +13% 185
IFAM
2453
Institutional & Family Asset Management
Colorado
$426M -$51M -11% 927
SIA
2454
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 207
HA
2455
Harbor Advisors
Florida
$426M +$35.3M +9% 160
RPC
2456
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 197
FA
2457
FCG Advisors
New Jersey
$425M +$42M +11% 202
SCA
2458
Stieven Capital Advisors
Missouri
$425M -$8.07M -2% 50
GCM
2459
Galibier Capital Management
Ontario, Canada
$425M +$113M +36% 40
SFP
2460
Shepherd Financial Partners
Massachusetts
$425M +$56.5M +15% 136
GA
2461
Gateway Advisory
New Jersey
$425M +$83.9M +25% 70
MMC
2462
Mizuho Markets Cayman
Cayman Islands
$424M +$206M +95% 43
WAM
2463
WT Asset Management
Hong Kong
$424M +$8.48M +2% 19
MPW
2464
MA Private Wealth
California
$424M +$23.9M +6% 83
VCM
2465
V3 Capital Management
Texas
$423M -$9.91M -2% 16
LM
2466
Luminus Management
Texas
$423M -$321M -43% 67
SGK
2467
Steigerwald Gordon & Koch
Virginia
$423M +$45.3M +12% 98
KHCM
2468
Kettle Hill Capital Management
New York
$422M +$34.3M +9% 64
ACA
2469
Atlas Capital Advisors
Wyoming
$422M -$4.03M -0.9% 679
RIM
2470
Rockbridge Investment Management
New York
$422M +$36.5M +9% 695
EI
2471
EAM Investors
California
$422M -$30.6M -7% 395
GC
2472
Gilbert & Cook
Iowa
$422M +$23M +6% 165
NAM
2473
NTV Asset Management
West Virginia
$421M +$34.7M +9% 197
DAC
2474
Dividend Assets Capital
South Carolina
$421M -$56.3M -12% 195
MOS
2475
MGO One Seven
Ohio
$421M +$36.1M +9% 504