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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
DWM
2551
Dorchester Wealth Management
Quebec, Canada
$287M -$34.7M -11% 12.8% 18.3% 130 16.92%
BS
2552
Boenning & Scattergood
Pennsylvania
$287M -$28.1M -9% 11.3% 34.5% 291 16.84%
AWE
2553
Avidian Wealth Enterprises
Texas
$286M -$33.2M -10% 12.8% 63.7% 127 44.88%
SMG
2554
Spectrum Management Group
Indiana
$286M -$30.1M -10% 11.1% 44% 250 28%
FIA
2555
FNY Investment Advisers
New York
$286M -$143M -33% 1.89% 307% 1,291 75.68%
LIM
2556
Lathrop Investment Management
Arkansas
$286M -$101M -26% 15.2% 65.5% 77 31.17%
BCM
2557
Buckhead Capital Management
Georgia
$285M -$40.7M -12% 10.3% 54.4% 95 10.53%
CWM
2558
Cranbrook Wealth Management
Michigan
$285M +$49K +0% 13% 37.9% 271 11.44%
ACP
2559
Aviance Capital Partners
Florida
$285M -$130M -31% 15.2% 83.6% 221 9.95%
GKWIM
2560
Gerber Kawasaki Wealth & Investment Management
California
$284M -$83.9M -23% 14.3% 76.5% 132 24.24%
AA
2561
Apriem Advisors
California
$284M -$172M -38% 11.9% 62% 169 28.99%
AAP
2562
Aristotle Atlantic Partners
Florida
$284M +$120M +73% 11.9% 124% 93 48.39%
MC
2563
Martin & Co
Tennessee
$283M -$47.2M -14% 13.5% 57.2% 115 2.61%
RMPT
2564
Raytheon Master Pension Trust
Massachusetts
$283M -$42.8M -13% 13% 36.3% 5 0%
GC
2565
Gilbert & Cook
Iowa
$283M -$39.2M -12% 11% 63.2% 107 17.76%
ACG
2566
Allen Capital Group
Nebraska
$283M -$18M -6% 9.49% 56.9% 142 23.94%
STA
2567
Summit Trail Advisors
New York
$283M -$170M -38% 14.9% 56% 284 66.2%
EML
2568
Eos Management LP
New York
$283M -$106M -27% 16% 151% 28 14.29%
AI
2569
AIA International
Hong Kong
$283M -$60.6M -18% 19.5% 46.6% 8 12.5%
DDSF
2570
Diana Davis Spencer Foundation
Maryland
$283M +$680K +0.2% 0.26% 1.41% 3 0%
MRCP
2571
Maple Rock Capital Partners
Ontario, Canada
$282M -$143M -34% 25.9% 323% 18 44.44%
WI
2572
WrapManager Inc
California
$282M -$31.7M -10% 8.4% 51.7% 308 24.35%
TM
2573
Tikvah Management
North Carolina
$282M -$52.8M -16% 15.3% 173% 21 14.29%
MAM
2574
Morse Asset Management
Connecticut
$282M -$97.8M -26% 14.9% 153% 145 24.83%
NC
2575
NBW Capital
Massachusetts
$282M -$90M -24% 17.6% 86% 77 10.39%