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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
WCA
2926
Windsor Creek Advisors
Vermont
$303M +$22.2M +8% 22% 48.3% 218 49.54%
IAA
2927
Ironsides Asset Advisors
North Carolina
$303M +$139M +84% 32.9% 44.9% 83 21.69%
UF
2928
Univest Financial
Pennsylvania
$303M +$51.1M +20% 18.6% 82.6% 111 16.22%
CAM
2929
Crestone Asset Management
Colorado
$303M +$57.4M +23% 26.4% 6.65% 86 47.67%
CAC
2930
Certified Advisory Corp
Florida
$302M +$49.3M +19% 16.6% 58.2% 843 12.22%
BAM
2931
Bruderman Asset Management
New York
$302M +$49.7M +20% 12.9% 31.7% 94 18.09%
AFP
2932
Ausdal Financial Partners
Iowa
$302M +$19.2M +7% 17.3% 63.2% 315 16.51%
SGH
2933
Sivik Global Healthcare
Connecticut
$302M +$48.5M +19% 20.3% 53.8% 62 56.45%
NAH
2934
Neumann Advisory (HK)
Hong Kong
$301M +$113M +60% 66.4% 88.4% 10 0%
FVWA
2935
Foster Victor Wealth Advisors
South Carolina
$301M +$73.4M +32% 22.1% 68.9% 134 34.33%
AWM
2936
Avitas Wealth Management
California
$301M +$81.4M +37% 30.6% 56.2% 186 39.78%
RIM
2937
Regent Investment Management
Kentucky
$301M +$58.2M +24% 23.5% 44% 198 15.66%
MC
2938
Matisse Capital
Oregon
$301M +$46.8M +18% 16.3% 66.9% 204 34.8%
IBT
2939
International Biotechnology Trust
United Kingdom
$301M +$81.5M +37% 42% 11.1% 59 15.25%
MIP
2940
Marietta Investment Partners
Wisconsin
$301M +$67.9M +29% 25% 160% 139 15.83%
CST
2941
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 15% 45.6% 154 19.48%
BCB
2942
Brian C. Broderick
$300M +$47.6M +19% 20% 98.6% 82 8.54%
CAM
2943
Cypress Asset Management
Texas
$300M +$68.4M +30% 25.9% 128% 131 12.98%
BC
2944
Beaconlight Capital
New York
$300M -$76.4M -20% 52.3% 282% 50 54%
CM
2945
Capital Management
Virginia
$300M +$26.5M +10% 21.1% 52.5% 75 18.67%
BC
2946
Brio Consultants
California
$299M +$49.2M +20% 16.7% 42.7% 83 40.96%
RG
2947
Rikoon Group
New Mexico
$299M +$58M +24% 19.9% 63.3% 216 16.2%
SG
2948
Strid Group
Pennsylvania
$299M +$53.9M +22% 21% 50.4% 28 10.71%
CIA
2949
Capital Impact Advisors
Massachusetts
$299M +$61.3M +26% 45.7% 129 28.68%
ECA
2950
Endeavour Capital Advisors
Connecticut
$299M +$12.1M +4% 15.8% 105% 57 15.79%