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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
BIC
2651
Beach Investment Counsel
Pennsylvania
$679M -$60.5M -8% 0.13% 36% 127 13.39%
PI
2652
Parkside Investments
Illinois
$679M +$12.4M +2% 2.38% 70% 97 9.28%
BDWCC
2653
B&D White Capital Company
Texas
$678M +$84.7M +14% 5.01% 27.9% 80 52.5%
KWM
2654
Keebeck Wealth Management
Illinois
$678M -$15.9M -2% 2.12% 64.6% 302 17.55%
1WCM
2655
12 West Capital Management
New York
$678M -$277M -29% 14.1% 136% 22 50%
DBG
2656
De Burlo Group
Massachusetts
$677M -$72M -10% 0.76% 98.1% 80 7.5%
DIA
2657
Dean Investment Associates
Ohio
$677M -$24.7M -4% 1.18% 46.9% 220 5.91%
RDWM
2658
Red Door Wealth Management
Tennessee
$676M +$23.2M +4% 0.76% 100% 251 14.74%
BCLSI
2659
Bain Capital Life Sciences Investors
Massachusetts
$676M -$174M -20% 13.3% 643% 26 7.69%
SWM
2660
Stockman Wealth Management
Montana
$675M +$36.7M +6% 0.73% 61.9% 176 11.93%
FCP
2661
Fine Capital Partners
New York
$675M +$7.98M +1% 0.27% 95.5% 1 0%
PAMG
2662
Patton Albertson Miller Group
Tennessee
$673M -$74.1M -10% 3.3% 109% 233 13.73%
CNB
2663
Camden National Bank
Maine
$673M +$4.91M +0.7% 2.3% 48.8% 173 11.56%
CL
2664
CIM LLC
New York
$673M -$29M -4% 2.31% 92.1% 171 10.53%
DA
2665
Dillon & Associates
Michigan
$673M -$48M -7% 4.11% 92% 82 6.1%
GSWM
2666
Golden State Wealth Management
California
$673M +$5.57M +0.8% 3.29% 1,655 12.63%
PC
2667
Pureheart Capital
$673M -$66.7M -9% 19.4% 8 25%
MIG
2668
McGuire Investment Group
Rhode Island
$673M -$19.7M -3% 4.13% 184% 114 7.02%
SCM
2669
SKBA Capital Management
California
$672M +$39.2M +6% 4.22% 52.3% 86 11.63%
TIP
2670
Torray Investment Partners
Maryland
$671M -$25.9M -4% 1.69% 75.2% 107 11.21%
AAM
2671
Auxier Asset Management
Oregon
$671M +$25.8M +4% 5.71% 58.4% 178 7.3%
QFA
2672
Quantum Financial Advisors
California
$671M +$14.8M +2% 0.59% 61.1% 203 20.69%
CICI
2673
Capital Investment Counsel Inc
North Carolina
$671M +$6.74M +1% 5.7% 153% 259 10.81%
TCWA
2674
Turtle Creek Wealth Advisors
Texas
$670M +$237M +55% 1.18% 127 48.03%
OWA
2675
One Wealth Advisors
California
$670M -$4.08M -0.6% 1.84% 54.5% 309 28.16%