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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
SLT
2651
St Louis Trust
Missouri
$463M -$4.2M -0.9% 14.8% 52.3% 104 10.58%
DAC
2652
Dividend Assets Capital
South Carolina
$463M -$66.7M -13% 10.2% 56.9% 600 16.5%
EWM
2653
Edge Wealth Management
New York
$462M -$45.1M -9% 11.9% 61.6% 97 14.43%
OIM
2654
Opus Investment Management
Massachusetts
$462M -$189M -29% 11.9% 44.3% 96 5.21%
TA
2655
Trivest Advisors
Hong Kong
$462M -$130M -22% 3.7% 1,458% 33 54.55%
CF
2656
Clarity Financial
Texas
$461M -$33.1M -7% 9.25% 56.8% 102 30.39%
CANC
2657
Culbertson A N & Co
Virginia
$461M -$70.1M -13% 12.4% 70.8% 115 0.87%
BC
2658
Burleson & Co
California
$461M -$162M -26% 21.6% 49.1% 541 26.43%
RIM
2659
Rockbridge Investment Management
New York
$461M -$190M -29% 11.1% 31.1% 834 26.02%
KTC
2660
Kistler-Tiffany Companies
Pennsylvania
$460M -$69.4M -13% 14% 52% 814 6.51%
ECM
2661
Exchange Capital Management
Michigan
$459M -$75M -14% 12.7% 57.8% 166 7.23%
PJSIMP
2662
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458M +$7.56M +2% 11.8% 58.1% 189 19.58%
CCP
2663
Cyrus Capital Partners
New York
$458M -$79.7M -15% 3.22% 174% 9 22.22%
NWM
2664
NEIRG Wealth Management
Massachusetts
$458M -$52.8M -10% 11.9% 156 20.51%
TFA
2665
Teamwork Financial Advisors
Texas
$458M -$78.5M -15% 14% 126% 267 33.71%
VM
2666
VPR Management
Texas
$458M -$35.7M -7% 15.5% 60.8% 28 3.57%
SRF
2667
Silver Rock Financial
California
$458M -$67.5M -13% 0.57% 6.77% 252 13.1%
DSAM
2668
Dock Street Asset Management
Florida
$458M -$99.1M -18% 16.5% 167% 73 16.44%
AWM
2669
Avitas Wealth Management
California
$457M -$96.9M -17% 14.2% 56.2% 237 39.66%
RIM
2670
Rush Island Management
New York
$457M -$23.8M -5% 19.3% 2.61% 22 54.55%
SMH
2671
Sanders Morris Harris
Texas
$457M -$56.2M -11% 18% 83.1% 324 17.9%
KHLMTHM
2672
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$457M -$109M -19% 16.1% 64.1% 94 15.96%
BMM
2673
Buffington Mohr McNeal
Idaho
$456M -$72.1M -14% 12.9% 29.3% 128 10.94%
NFAM
2674
North Fourth Asset Management
New Jersey
$456M -$116M -20% 12.2% 104% 147 87.07%
IWA
2675
Inspirion Wealth Advisors
Illinois
$456M -$32.9M -7% 12.2% 47% 125 20%