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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
BWP
2951
BSW Wealth Partners
Colorado
$115M +$1.1M +1% 7.71% 75.4% 51 17.65%
TIC
2952
Trees Investment Counsel
Illinois
$115M +$5.83M +5% 6.93% 67 34.33%
TSWM
2953
Triangle Securities Wealth Management
North Carolina
$115M -$20.5M -15% 5% 80% 497 76.26%
MAS
2954
Madden Advisory Services
Florida
$115M -$6.97M -6% 3.36% 44.7% 333 20.42%
OC
2955
Oarsman Capital
Wisconsin
$115M +$8.86M +8% 4.96% 61.4% 159 8.18%
SIS
2956
Sandell Investment Services
New York
$114M +$28.2M +33% 11.8% 35 62.86%
GAM
2957
Garrison Asset Management
Arkansas
$114M +$7.11M +7% 6.31% 52.1% 80 10%
HVC
2958
Healthcare Value Capital
New Jersey
$114M -$23.6M -17% 14.3% 19% 74 56.76%
ATC
2959
Adirondack Trust Company
New York
$114M +$3.66M +3% 3.82% 84.9% 317 6.31%
EWM
2960
Elite Wealth Management
Washington
$113M +$45.4M +67% 3.66% 130% 516 52.33%
SFM
2961
Signature Financial Management
Virginia
$113M -$33.1M -23% 3.08% 20.8% 88 27.27%
MAM
2962
Myriad Asset Management
Hong Kong
$113M +$26.2M +30% 17.4% 149% 16 62.5%
BSWMG
2963
Barrington Strategic Wealth Management Group
Illinois
$113M -$8.85M -7% 5.88% 17.9% 101 21.78%
SAM
2964
Summit Asset Management
Tennessee
$113M +$9.39M +9% 3.56% 43.3% 84 7.14%
DFIM
2965
Detwiler Fenton Investment Management
Massachusetts
$113M +$14.2M +14% 11.5% 129 35.66%
ACM
2966
Alpha Capital Management
Texas
$113M +$6.22M +6% 7.08% 76.2% 95 30.53%
SIIU
2967
Scotia Institutional Investments US
Pennsylvania
$112M +$59.6M +114% 18.3% 36 25%
MPAM
2968
Murphy Pohlad Asset Management
Minnesota
$112M +$3.66M +3% 4.22% 75.1% 82 3.66%
SC
2969
Salzman & Co
New York
$112M +$48.9M +78% 15.8% 15.7% 7 57.14%
AFMICS
2970
American Family Mutual Insurance Company SI
Wisconsin
$112M +$4.09M +4% 3.81% 2 0%
RPM
2971
Ridgemont Partners Management
North Carolina
$111M -$22.6M -17% 19.3% 45.6% 5 20%
CC
2972
Columbia Capital
California
$111M +$14.4M +15% 6.03% 73 12.33%
PAM
2973
Peninsula Asset Management
Florida
$111M +$4.47M +4% 6.04% 41.8% 47 0%
PHAM
2974
Palisades Hudson Asset Management
Florida
$111M +$6.29M +6% 6.36% 53.9% 64 6.25%
LWM
2975
Lyons Wealth Management
Florida
$111M +$12.3M +12% 6.79% 40.1% 116 62.93%