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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
AWA
2876
ARS Wealth Advisors
Florida
$268M -$1.04M -0.4% 1.25% 61.8% 125 12%
HAIM
2877
Hunter Associates Investment Management
Pennsylvania
$268M -$3.65M -1% 0.94% 76.1% 165 3.03%
ECM
2878
Endurant Capital Management
California
$268M -$59.5M -18% 2.06% 18.4% 92 43.48%
HT
2879
Heritage Trust
Oklahoma
$268M -$10.8M -4% 1.17% 418 11.48%
GAM
2880
GuardCap Asset Management
United Kingdom
$268M +$28.3M +12% 6.15% 21.9% 22 0%
LI
2881
Lafayette Investments
Maryland
$268M -$12M -4% 1.73% 77.9% 78 6.41%
DOA
2882
D'Orazio & Associates
Virginia
$267M -$17.2M -6% 0.27% 61.2% 369 31.44%
DWA
2883
Divergent Wealth Advisors
Utah
$267M +$30.9M +13% 1.15% 14.7% 187 90.37%
HCM
2884
Harvey Capital Management
Florida
$267M -$8.8M -3% 0.81% 147% 90 22.22%
TI
2885
Telemetry Investments
New York
$267M +$4.82M +2% 4.03% 77.4% 198 62.12%
PH
2886
Pinnacle Holdings
Oklahoma
$267M -$8.22M -3% 4.2% 79.6% 222 11.71%
BCB
2887
Brian C. Broderick
$267M -$7.27M -3% 0.5% 98.6% 92 6.52%
BC
2888
Beaconlight Capital
New York
$267M -$5.75M -2% 3.22% 282% 25 40%
BWA
2889
BDO Wealth Advisors
Florida
$266M +$43.7M +20% 0.15% 38.3% 640 33.44%
DSAM
2890
Dock Street Asset Management
Florida
$266M +$7.93M +3% 7.34% 175% 57 19.3%
KIM
2891
Kestrel Investment Management
California
$265M -$21.9M -8% 1.79% 89.2% 46 15.22%
AMCA
2892
Arthur M. Cohen & Associates
Illinois
$265M -$99.5M -27% 0.37% 110% 129 21.71%
LIM
2893
Lagoda Investment Management
New York
$265M +$2.4M +0.9% 0.51% 250% 43 13.95%
HPC
2894
Hill Path Capital
New York
$265M +$70.1M +36% 2.06% 5.23% 3 33.33%
GJCM
2895
Grand Jean Capital Management
California
$264M -$33.9M -11% 1.21% 61.4% 48 16.67%
VFP
2896
Verus Financial Partners
Virginia
$264M -$9.95M -4% 1.9% 41.6% 54 11.11%
TAT
2897
TD Ameritrade Trust
Colorado
$264M -$4.58M -2% 0.58% 21.7% 24 16.67%
BIA
2898
Barry Investment Advisors
Massachusetts
$264M -$5.53M -2% 2.06% 57.9% 75 13.33%
TFS
2899
TrustCore Financial Services
Tennessee
$264M +$7.84M +3% 0.03% 28.3% 746 10.86%
PFBT
2900
Parkside Financial Bank & Trust
Missouri
$264M -$10.1M -4% 1.85% 63.3% 1,610 12.73%