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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
BAM
2876
Bruderman Asset Management
New York
$302M +$49.7M +20% 12.9% 31.7% 94 18.09%
AFP
2877
Ausdal Financial Partners
Iowa
$302M +$19.2M +7% 17.3% 47% 315 16.51%
SGH
2878
Sivik Global Healthcare
Connecticut
$302M +$48.5M +19% 20.3% 53.8% 62 56.45%
NAH
2879
Neumann Advisory (HK)
Hong Kong
$301M +$113M +60% 66.4% 88.4% 10 0%
FVWA
2880
Foster Victor Wealth Advisors
South Carolina
$301M +$73.4M +32% 22.1% 68.9% 134 34.33%
AWM
2881
Avitas Wealth Management
California
$301M +$81.4M +37% 30.6% 56.2% 186 39.78%
RIM
2882
Regent Investment Management
Kentucky
$301M +$58.2M +24% 23.5% 44% 198 15.66%
MC
2883
Matisse Capital
Oregon
$301M +$46.8M +18% 16.3% 52.1% 204 34.8%
IBT
2884
International Biotechnology Trust
United Kingdom
$301M +$81.5M +37% 42% 11.1% 59 15.25%
MIP
2885
Marietta Investment Partners
Wisconsin
$301M +$67.9M +29% 25% 125% 139 15.83%
CST
2886
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 15% 45.6% 154 19.48%
BCB
2887
Brian C. Broderick
$300M +$47.6M +19% 20% 64.8% 82 8.54%
CAM
2888
Cypress Asset Management
Texas
$300M +$68.4M +30% 25.9% 114% 131 12.98%
BC
2889
Beaconlight Capital
New York
$300M -$76.4M -20% 52.3% 221% 50 54%
CM
2890
Capital Management
Virginia
$300M +$26.5M +10% 21.1% 52.5% 75 18.67%
BC
2891
Brio Consultants
California
$299M +$49.2M +20% 16.7% 35.6% 83 40.96%
RG
2892
Rikoon Group
New Mexico
$299M +$58M +24% 19.9% 63.3% 216 16.2%
SG
2893
Strid Group
Pennsylvania
$299M +$53.9M +22% 21% 50.4% 28 10.71%
CIA
2894
Capital Impact Advisors
Massachusetts
$299M +$61.3M +26% 45.7% 129 28.68%
ECA
2895
Endeavour Capital Advisors
Connecticut
$299M +$12.1M +4% 15.8% 72% 57 15.79%
RCM
2896
Ratan Capital Management
Florida
$299M +$85M +40% 43.9% 320% 50 42%
PAM
2897
Premier Asset Management
Illinois
$299M +$60.5M +25% 38.8% 104% 149 41.61%
MWM
2898
Meridian Wealth Management
Kentucky
$299M +$73M +32% 30.2% 91% 251 31.08%
UA
2899
Unison Advisors
District of Columbia
$299M +$206M +222% 24.5% 54.6% 162 20.99%
BWP
2900
BSW Wealth Partners
Colorado
$298M +$57.6M +24% 18.2% 75.4% 146 26.03%